1,532 hedge funds and large institutions have $72.3B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 573 increasing their positions, 573 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,532
Holders Change
+2
Holders Change %
+0.13%
% of All Funds
20.39%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
194
Increased
573
Reduced
573
Closed
162
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
876
Mission Wealth Management
California
$750K -$16.4K -26 -2%
SVWAG
877
Sound View Wealth Advisors Group
Georgia
$748K +$97K +154 +15%
BRWA
878
B. Riley Wealth Advisors
Florida
$742K -$267K -424 -26%
AOWM
879
Alpha Omega Wealth Management
Virginia
$742K -$3.15K -5 -0.4%
CCA
880
Catalyst Capital Advisors
New York
$740K -$4.8M -7,616 -87%
TIA
881
Trust Investment Advisors
Indiana
$739K -$72.5K -115 -9%
MOS
882
MGO One Seven
Ohio
$733K -$18.9K -30 -3%
VT
883
Vise Technologies
New York
$731K +$306K +485 +72%
FSA
884
Fort Sheridan Advisors
Illinois
$727K
FNBT
885
FineMark National Bank & Trust
Florida
$722K -$3.15K -5 -0.4%
GLA
886
Great Lakes Advisors
Illinois
$721K -$20.2K -32 -3%
TCOV
887
Trust Company of Vermont
Vermont
$721K -$15.8K -25 -2%
SWA
888
SFMG Wealth Advisors
Texas
$717K +$5.04K +8 +0.7%
WB
889
WesBanco Bank
West Virginia
$715K
ARMT
890
Amica Retiree Medical Trust
Rhode Island
$710K -$61.2K -97 -8%
SSWM
891
Smith Salley Wealth Management
North Carolina
$705K -$53.6K -85 -7%
CCG
892
Cypress Capital Group
Florida
$703K -$205K -325 -23%
CTA
893
Chesley Taft & Associates
Illinois
$703K +$49.8K +79 +8%
HAG
894
HighPoint Advisor Group
Illinois
$701K -$34.1K -45 -5%
VI
895
Versor Investments
New York
$701K -$119K -189 -15%
EI
896
Ecofi Investissements
France
$701K +$146K +250 +26%
CSP
897
Cary Street Partners
Virginia
$700K +$700K +1,110 New
ET
898
Equitable Trust
Tennessee
$698K -$6.93K -11 -1%
SIA
899
Schechter Investment Advisors
Michigan
$698K -$20.8K -33 -3%
IWC
900
Integrated Wealth Concepts
Massachusetts
$694K +$59.3K +94 +9%