1,270 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 459 increasing their positions, 460 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
459
Reduced
460
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
926
CVA Family Office
Colorado
$355K
VBCG
927
Valley Brook Capital Group
Pennsylvania
$355K
NAM
928
NorthCrest Asset Manangement
Minnesota
$352K +$39.5K +86 +13%
MOS
929
MGO One Seven
Ohio
$352K +$85.3K +186 +32%
CA
930
CoreCap Advisors
Michigan
$350K +$350K +763 New
AAS
931
Annex Advisory Services
Wisconsin
$349K +$22K +48 +7%
GWM
932
Greenwich Wealth Management
Connecticut
$346K +$128K +280 +59%
VT
933
Vise Technologies
New York
$344K -$24.8K -54 -7%
PWPS
934
Pinnacle Wealth Planning Services
Ohio
$343K -$459 -1 -0.1%
FCA
935
FLC Capital Advisors
California
$343K
TIMH
936
Tilt Investment Management Holdings
New York
$340K
ECM
937
Evergreen Capital Management
Washington
$339K -$13.8K -30 -4%
JIC
938
Joel Isaacson & Co
New York
$337K
ICP
939
Interchange Capital Partners
Pennsylvania
$337K -$10K -22 -3%
PA
940
Procyon Advisors
Connecticut
$337K +$337K +734 New
BAM
941
Berkshire Asset Management
Pennsylvania
$336K
TWA
942
Tandem Wealth Advisors
Arizona
$336K +$5.96K +13 +2%
VFA
943
Valeo Financial Advisors
Indiana
$336K +$16K +35 +5%
BMA
944
Brooks Moore & Associates
Tennessee
$333K
FWP
945
FAS Wealth Partners
Kansas
$333K
FFM
946
Forum Financial Management
Illinois
$333K
MCA
947
MSH Capital Advisors
Arizona
$332K
RIA
948
Regal Investment Advisors
Michigan
$329K -$101K -220 -23%
DLA
949
Douglas Lane & Associates
New York
$328K
AG
950
Algert Global
California
$327K -$148K -322 -31%