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
SWM
826
SeaCrest Wealth Management
New York
$2.7M
FPW
827
Fairvoy Private Wealth
Alabama
$2.7M
MAM
828
McLaughlin Asset Management
Illinois
$2.69M
HP
829
Haven Private
Florida
$2.69M
3IP
830
3Chopt Investment Partners
Virginia
$2.69M
HHMI
831
Howard Hughes Medical Institute
Maryland
$2.69M
CIAM
832
Caitong International Asset Management
Hong Kong
$2.66M
TF
833
Telligent Fund
Hong Kong
$2.65M
EGA
834
E&G Advisors
Texas
$2.65M
TPA
835
Trivium Point Advisory
Connecticut
$2.65M
EWA
836
EverSource Wealth Advisors
Alabama
$2.64M
DWM
837
Dynasty Wealth Management
Florida
$2.63M
SFS
838
Stiles Financial Services
Minnesota
$2.63M
AWA
839
Aaron Wealth Advisors
Illinois
$2.62M
CPC
840
Consolidated Planning Corp
Georgia
$2.62M
VWM
841
Vivid Wealth Management
Iowa
$2.6M
ACP
842
Aviance Capital Partners
Florida
$2.59M
CCM
843
Cohen Capital Management
California
$2.58M
SMH
844
Sanders Morris Harris
Texas
$2.58M
BSL
845
Blue Sparrow LLC
Delaware
$2.58M
IA
846
IFP Advisors
Florida
$2.55M
4WM
847
44 Wealth Management
Oregon
$2.53M
TAM
848
Tealwood Asset Management
Minnesota
$2.52M
GWS
849
Greykasell Wealth Strategies
California
$2.52M
Group One Trading
850
Group One Trading
Illinois
$2.52M