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2,061 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, 663 increasing their positions, 825 reducing their positions, and 96 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:

20% less repeat investments, than reductions

Existing positions increased: 663 | Existing positions reduced: 825

25.39% less ownership

Funds ownership: 898.96%873.58% (-25%)

39% less call options, than puts

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

Holders
2,061
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
OF
801
Optimize Financial
California
$3.07M
CGFA
802
Colton Groome Financial Advisors
North Carolina
$3.05M
FC
803
Fjell Capital
North Dakota
$3.05M
BP
804
Ballentine Partners
Massachusetts
$3.04M
QI
805
Qtron Investments
Massachusetts
$3.01M
MFS
806
Mirabella Financial Services
United Kingdom
$3.01M
RIL
807
Rothschild Investment LLC
Illinois
$3M
BCM
808
Boltwood Capital Management
California
$2.99M
CRC
809
Curi RMB Capital
Illinois
$2.98M
HCMT
810
Highland Capital Management (Tennessee)
Tennessee
$2.98M
SWP
811
Sagespring Wealth Partners
Tennessee
$2.98M
CWM
812
Calamos Wealth Management
Illinois
$2.95M
Calamos Advisors
813
Calamos Advisors
Illinois
$2.95M
PAM
814
Paradigm Asset Management
New York
$2.94M
SIC
815
SFE Investment Counsel
California
$2.94M
SMTF
816
Sphera Management Technology Funds
Israel
$2.94M
TA
817
Tectonic Advisors
Texas
$2.94M
CPWA
818
Cerro Pacific Wealth Advisors
California
$2.88M
SOS
819
Silver Oak Securities
Tennessee
$2.86M
CFA
820
Churchill Financial Advisors
Kentucky
$2.81M
TWC
821
The Woodbridge Company
Ontario, Canada
$2.81M
AWA
822
Alta Wealth Advisors
Massachusetts
$2.79M
ECM
823
Evergreen Capital Management
Washington
$2.79M
DAS
824
Diversify Advisory Services
Utah
$2.78M
SFM
825
Systematic Financial Management
New Jersey
$2.78M