1,454 hedge funds and large institutions have $82B invested in KLA in 2024 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 481 increasing their positions, 580 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,454
Holders Change
+67
Holders Change %
+4.83%
% of All Funds
21.08%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.74%
New
187
Increased
481
Reduced
580
Closed
102
Calls
$952M
Puts
$1.12B
Net Calls
-$172M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
826
Belpointe Asset Management
Nevada
$939K -$75.5K -108 -7%
PWM
827
Perigon Wealth Management
California
$931K +$408K +584 +78%
PL
828
Perpetual Ltd
Australia
$931K -$245K -350 -21%
HFM
829
Hartford Funds Management
Pennsylvania
$916K +$74.8K +107 +9%
CFG
830
Cooper Financial Group
California
$908K +$23.8K +34 +3%
JCIA
831
Jackson Creek Investment Advisors
Colorado
$905K -$58K -83 -6%
1IA
832
1834 Investment Advisors
Wisconsin
$900K +$42.6K +61 +5%
LSAG
833
Lake Street Advisors Group
New Hampshire
$900K +$13.3K +19 +1%
AIM
834
Aigen Investment Management
New York
$899K +$899K +1,287 New
MA
835
Mezzasalma Advisors
New Jersey
$894K +$636K +910 +246%
CGL
836
Clarius Group LLC
Washington
$893K -$115K -165 -11%
KIC
837
Keating Investment Counselors
Florida
$891K -$472K -675 -35%
TIA
838
Trust Investment Advisors
Indiana
$884K -$2.1K -3 -0.2%
ZF
839
Zega Financial
Florida
$878K +$163K +234 +23%
ZCM
840
Ziegler Capital Management
Illinois
$876K
AO
841
Advisor OS
Illinois
$873K +$873K +1,250 New
MM
842
MQS Management
New York
$873K +$26.5K +38 +3%
SSWM
843
Smith Salley Wealth Management
North Carolina
$869K +$92.2K +132 +12%
AAS
844
Ameritas Advisory Services
Nebraska
$865K +$459K +671 +113%
AAIS
845
ABN AMRO Investment Solutions
$859K -$58K -83 -6%
ETC
846
Exchange Traded Concepts
Oklahoma
$859K -$995K -1,425 -54%
RCA
847
Roberts Capital Advisors
Colorado
$858K +$858K +1,228 New
VEA
848
Virtus ETF Advisers
New York
$854K -$30K -43 -3%
LSPW
849
Lake Street Private Wealth
Illinois
$853K +$65.7K +94 +8%
EFG
850
Ethos Financial Group
Pennsylvania
$850K +$199K +285 +31%