1,387 hedge funds and large institutions have $69B invested in KLA in 2023 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 453 increasing their positions, 520 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+117
Holders Change %
+9.21%
% of All Funds
20.33%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.64%
New
225
Increased
453
Reduced
520
Closed
91
Calls
$1.09B
Puts
$1.24B
Net Calls
-$148M
Net Calls Change
-$97.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SVWAG
851
Sound View Wealth Advisors Group
Georgia
$659K -$43K -74 -6%
SIA
852
Schechter Investment Advisors
Michigan
$658K -$6.39K -11 -1%
MC
853
Maverick Capital
Texas
$657K +$657K +1,131 New
LSPW
854
Lake Street Private Wealth
Illinois
$655K +$655K +1,127 New
SWA
855
SFMG Wealth Advisors
Texas
$653K +$582 +1 +0.1%
CB
856
Cadence Bank
Mississippi
$648K
CAIMH
857
Central Asset Investments & Management Holdings
Hong Kong
$647K +$647K +1,113 New
SSWM
858
Smith Salley Wealth Management
North Carolina
$646K -$7.56K -13 -1%
SW
859
SVB Wealth
Massachusetts
$646K +$112K +192 +21%
WPC
860
Wedmont Private Capital
Pennsylvania
$639K +$66.4K +118 +12%
FM
861
Foster & Motley
Ohio
$637K +$4.65K +8 +0.7%
WAG
862
Winthrop Advisory Group
Massachusetts
$629K
UH
863
Unigestion Holding
Switzerland
$627K -$260K -448 -29%
CTA
864
Chesley Taft & Associates
Illinois
$627K -$19.2K -33 -3%
EVM
865
Evelyn V. Moreno
$621K
CWM
866
Centric Wealth Management
Illinois
$611K +$7.99K +13 +1%
BFEC
867
Benjamin F. Edwards & Company
Missouri
$608K +$564K +971 +1,295%
CWAG
868
Compton Wealth Advisory Group
Virginia
$605K
PPWM
869
Paragon Private Wealth Management
Kentucky
$603K +$14K +24 +2%
FA
870
FDx Advisors
Illinois
$603K +$3.49K +6 +0.6%
OWA
871
One Wealth Advisors
California
$602K -$248K -426 -29%
FFA
872
Fragasso Financial Advisors
Pennsylvania
$602K +$19.2K +33 +3%
QPBE
873
Quintet Private Bank (Europe)
Luxembourg
$601K
ST
874
Smithfield Trust
Pennsylvania
$601K
BPA
875
Beacon Pointe Advisors
California
$599K -$37.8K -65 -6%