2,042 hedge funds and large institutions have $168B invested in KLA in 2026 Q1 according to their latest regulatory filings, with 285 funds opening new positions, 658 increasing their positions, 816 reducing their positions, and 97 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.61% less ownership

Funds ownership: 89.88%87.27% (-2.6%)

19% less repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 816

39% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $2.57B

Holders
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.56B
Puts
$2.57B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
801
Mirabella Financial Services
United Kingdom
$3.01M
RIL
802
Rothschild Investment LLC
Illinois
$3M
BCM
803
Boltwood Capital Management
California
$2.99M
CRC
804
Curi RMB Capital
Illinois
$2.98M
HCMT
805
Highland Capital Management (Tennessee)
Tennessee
$2.98M
SWP
806
Sagespring Wealth Partners
Tennessee
$2.98M
CWM
807
Calamos Wealth Management
Illinois
$2.95M
Calamos Advisors
808
Calamos Advisors
Illinois
$2.95M
PAM
809
Paradigm Asset Management
New York
$2.94M
SIC
810
SFE Investment Counsel
California
$2.94M
SMTF
811
Sphera Management Technology Funds
Israel
$2.94M
TA
812
Tectonic Advisors
Texas
$2.94M
CPWA
813
Cerro Pacific Wealth Advisors
California
$2.88M
SOS
814
Silver Oak Securities
Tennessee
$2.86M
CFA
815
Churchill Financial Advisors
Kentucky
$2.81M
TWC
816
The Woodbridge Company
Ontario, Canada
$2.81M
AWA
817
Alta Wealth Advisors
Massachusetts
$2.79M
ECM
818
Evergreen Capital Management
Washington
$2.79M
DAS
819
Diversify Advisory Services
Utah
$2.78M
SFM
820
Systematic Financial Management
New Jersey
$2.78M
FFB
821
First Financial Bankshares
Texas
$2.75M
EFM
822
Eley Financial Management
Vermont
$2.74M
GVAG
823
Great Valley Advisor Group
Delaware
$2.73M
IFS
824
Ifrah Financial Services
Arkansas
$2.71M
CLP
825
Charis Legacy Partners
Texas
$2.71M