1,541 hedge funds and large institutions have $75.7B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 618 increasing their positions, 545 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

2% more call options, than puts

Call options by funds: $646M | Put options by funds: $631M

0% more funds holding

Funds holding: 1,5341,541 (+7)

1.57% less ownership

Funds ownership: 85.64%84.07% (-1.6%)

Holders
1,541
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$646M
Puts
$631M
Net Calls
Net Calls Change

Top Sellers

1 -$260M
2 -$238M
3 -$209M
4
BlackRock
BlackRock
New York
-$191M
5
First Trust Advisors
First Trust Advisors
Illinois
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
801
Mount Yale Investment Advisors
Colorado
$1.13M
NL
802
NVWM LLC
Pennsylvania
$1.13M
CWP
803
Concord Wealth Partners
Virginia
$1.13M
BHPW
804
Beverly Hills Private Wealth
California
$1.12M
QT
805
Quantbot Technologies
New York
$1.12M
DCA
806
DSG Capital Advisors
Minnesota
$1.11M
AFG
807
ABLE Financial Group
Arizona
$1.1M
MG
808
Mather Group
Illinois
$1.09M
IWC
809
Integrated Wealth Concepts
Massachusetts
$1.09M
TPW
810
Transatlantique Private Wealth
New York
$1.09M
SAM
811
Smartleaf Asset Management
Massachusetts
$1.07M
HL
812
HeadInvest LLC
Maine
$1.06M
MMPW
813
Mitchell McLeod Pugh & Williams
Alabama
$1.06M
IAN
814
Integrated Advisors Network
Texas
$1.06M
1IA
815
1834 Investment Advisors
Wisconsin
$1.06M
TAM
816
Trust Asset Management
Texas
$1.05M
I
817
InceptionR
California
$1.05M
LI
818
Louisbourg Investments
New Brunswick, Canada
$1.05M
EWM
819
EPG Wealth Management
Georgia
$1.05M
GC
820
Grimes & Company
Massachusetts
$1.04M
RIL
821
Rothschild Investment LLC
Illinois
$1.03M
VSQM
822
V-Square Quantitative Management
Illinois
$1.03M
GS
823
GWN Securities
Florida
$1.03M
FC
824
Forte Capital
New York
$1.02M
TCB
825
Texas Capital Bancshares
Texas
$1.02M