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 %
SFO
901
Stenger Family Office
Illinois
$692K +$692K +1,098 New
NDSI
902
Newman Dignan & Sheerar Inc
Rhode Island
$691K -$73.7K -117 -10%
PCIA
903
Prime Capital Investment Advisors
Kansas
$690K -$72.5K -115 -10%
CMI
904
Clare Market Investments
Texas
$687K
JSW
905
Journey Strategic Wealth
New Jersey
$682K +$296K +469 +77%
PAM
906
Panagora Asset Management
Massachusetts
$680K +$114K +181 +20%
1WA
907
180 Wealth Advisors
Washington
$677K -$2.15M -3,414 -76%
LC
908
Lavaca Capital
Texas
$675K +$99.6K +158 +17%
LSAG
909
Lake Street Advisors Group
New Hampshire
$674K -$129K -205 -16%
KA
910
Kintegral Advisory
New York
$674K -$31.5K -50 -4%
EWS
911
Evergreen Wealth Solutions
Pennsylvania
$672K +$24.6K +39 +4%
AO
912
Advisor OS
Illinois
$672K -$190K -301 -22%
SAI
913
Systematic Alpha Investments
New Jersey
$669K -$567K -900 -46%
MGP
914
M&G plc
United Kingdom
$667K
PFG
915
Prosperity Financial Group
California
$666K -$6.3K -10 -0.9%
MWM
916
Mindset Wealth Management
Indiana
$665K -$42.8K -68 -6%
HFM
917
Hartford Funds Management
Pennsylvania
$663K -$3.78K -6 -0.6%
CIA
918
Choate Investment Advisors
Massachusetts
$662K +$271K +430 +69%
JCIA
919
Jackson Creek Investment Advisors
Colorado
$660K +$47.9K +76 +8%
WAG
920
Winthrop Advisory Group
Massachusetts
$659K -$630 -1 -0.1%
PCMU
921
Paragon Capital Management (Utah)
Utah
$656K +$73.7K +117 +13%
MGIA
922
Moneta Group Investment Advisors
Missouri
$656K +$392K +622 +148%
VFA
923
Valeo Financial Advisors
Indiana
$656K +$46.6K +74 +8%
CWAG
924
Compton Wealth Advisory Group
Virginia
$655K
CIAS
925
Capital Investment Advisory Services
North Carolina
$655K +$41.6K +66 +7%