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 %
AAM
926
Auxier Asset Management
Oregon
$485K
GA
927
Geller Advisors
New York
$484K -$6.98K -12 -1%
CMS
928
Capital Market Strategies
Florida
$481K +$581 +1 +0.1%
CPRC
929
Consolidated Portfolio Review Corp
New York
$477K -$1.74K -3 -0.4%
EWM
930
Evercore Wealth Management
New York
$475K -$6.39K -11 -1%
BC
931
Barnett & Company
Tennessee
$474K
JHCP
932
Jackson Hole Capital Partners
Oklahoma
$472K
CRI
933
Colonial River Investments
Virginia
$472K +$472K +812 New
QPW
934
Quantum Private Wealth
Florida
$472K
GCM
935
Gallacher Capital Management
Colorado
$471K -$278K -479 -37%
PA
936
Procyon Advisors
Connecticut
$460K +$33.7K +58 +8%
KCM
937
Kathmere Capital Management
Pennsylvania
$458K -$54.1K -93 -11%
BJL
938
Brighton Jones LLC
Washington
$457K -$6.39K -11 -1%
CAG
939
Csenge Advisory Group
Florida
$457K +$80.8K +139 +21%
VBCG
940
Valley Brook Capital Group
Pennsylvania
$456K +$5.81K +10 +1%
ECM
941
Evergreen Capital Management
Washington
$451K +$20.3K +35 +5%
GM
942
GeoWealth Management
Illinois
$449K +$329K +567 +275%
RIA
943
Regal Investment Advisors
Michigan
$448K +$30.8K +53 +7%
CWP
944
Concord Wealth Partners
Virginia
$446K +$165K +284 +59%
DF
945
Donoghue Forlines
Massachusetts
$442K +$442K +761 New
CAMV
946
Concord Asset Management (Virginia)
Virginia
$442K +$442K +760 New
AAS
947
Annex Advisory Services
Wisconsin
$442K
HMS
948
Hanseatic Management Services
New Mexico
$442K +$442K +760 New
KI
949
Kapitalo Investimentos
Brazil
$440K -$464K -799 -51%
VFA
950
Valeo Financial Advisors
Indiana
$440K +$14.5K +25 +3%