1,530 hedge funds and large institutions have $87B invested in KLA in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 588 increasing their positions, 572 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
+9
Holders Change %
+0.59%
% of All Funds
22.13%
Holding in Top 10
44
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-29.03%
% of All Funds
0.64%
New
143
Increased
588
Reduced
572
Closed
114
Calls
$714M
Puts
$978M
Net Calls
-$264M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
CMI
901
Clare Market Investments
Texas
$844K +$143K +185 +20%
BWM
902
Brophy Wealth Management
New Hampshire
$843K +$843K +1,089 New
NFSG
903
Newbridge Financial Services Group
Florida
$827K +$608K +785 +277%
BAM
904
Blueshift Asset Management
New Jersey
$827K +$827K +1,068 New
PFG
905
Prosperity Financial Group
California
$826K -$13.9K -18 -2%
HBT
906
Heartland Bank & Trust
Illinois
$824K -$24.8K -32 -3%
SAM
907
Strategy Asset Managers
California
$820K +$820K +1,059 New
MGP
908
M&G plc
United Kingdom
$820K +$820K +1,059 New
HFM
909
Hartford Funds Management
Pennsylvania
$820K +$28.7K +37 +4%
NDSI
910
Newman Dignan & Sheerar Inc
Rhode Island
$818K +$29K +43 +4%
KFS
911
Kaizen Financial Strategies
California
$813K
WAG
912
Winthrop Advisory Group
Massachusetts
$811K +$774 +1 +0.1%
STA
913
Summit Trail Advisors
New York
$810K +$283K +365 +54%
PI
914
PFG Investments
New York
$805K -$13.2K -17 -2%
CWAG
915
Compton Wealth Advisory Group
Virginia
$805K
CTA
916
Chesley Taft & Associates
Illinois
$802K +$3.87K +5 +0.5%
MFIM
917
Mesirow Financial Investment Management
Illinois
$802K +$55.8K +72 +7%
QPBE
918
Quintet Private Bank (Europe)
Luxembourg
$801K +$107K +138 +15%
SVWAG
919
Sound View Wealth Advisors Group
Georgia
$800K +$51.9K +67 +7%
OR
920
Olympiad Research
Connecticut
$797K +$464K +599 +139%
EWS
921
Evergreen Wealth Solutions
Pennsylvania
$796K -$170K -219 -18%
QCG
922
Quadrant Capital Group
Ohio
$784K +$6.97K +9 +0.9%
ST
923
Smithfield Trust
Pennsylvania
$782K
LTL
924
Lowery Thomas LLC
California
$781K
AIA
925
AIMZ Investment Advisors
California
$780K