1,454 hedge funds and large institutions have $82B invested in KLA in 2024 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 481 increasing their positions, 580 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,454
Holders Change
+67
Holders Change %
+4.83%
% of All Funds
21.08%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.74%
New
187
Increased
481
Reduced
580
Closed
102
Calls
$952M
Puts
$1.12B
Net Calls
-$172M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SSA
951
Sierra Summit Advisors
Nevada
$590K
CA
952
Crumly & Associates
Illinois
$587K -$2.79K -4 -0.5%
MIS
953
Morningstar Investment Services
Illinois
$585K -$1.16M -1,659 -66%
LJAC
954
L.J. Altfest & Co
New York
$584K -$9.77K -14 -2%
AAM
955
Auxier Asset Management
Oregon
$583K
VBCG
956
Valley Brook Capital Group
Pennsylvania
$583K +$34.9K +50 +6%
CPRC
957
Consolidated Portfolio Review Corp
New York
$573K
EWM
958
Evercore Wealth Management
New York
$571K
BC
959
Barnett & Company
Tennessee
$569K
TC
960
Trilogy Capital
California
$569K +$569K +814 New
KCM
961
Kathmere Capital Management
Pennsylvania
$567K +$16.8K +24 +3%
QPW
962
Quantum Private Wealth
Florida
$565K -$2.09K -3 -0.4%
CMS
963
Capital Market Strategies
Florida
$555K -$23.1K -33 -4%
VH
964
Visionary Horizons
Tennessee
$550K -$62.7K -92 -10%
PA
965
Procyon Advisors
Connecticut
$550K -$2.79K -4 -0.5%
RIA
966
Regal Investment Advisors
Michigan
$546K +$6.99K +10 +1%
MOS
967
MGO One Seven
Ohio
$546K -$58.7K -84 -10%
Marshall Wace
968
Marshall Wace
United Kingdom
$545K -$23.9M -34,220 -98%
VFA
969
Valeo Financial Advisors
Indiana
$540K +$43.3K +66 +9%
FWP
970
FAS Wealth Partners
Kansas
$537K +$14K +20 +3%
EWA
971
EverSource Wealth Advisors
Alabama
$535K +$51K +74 +11%
ECM
972
Evergreen Capital Management
Washington
$535K -$6.29K -9 -1%
AAS
973
Annex Advisory Services
Wisconsin
$534K +$2.79K +4 +0.5%
HMS
974
Hanseatic Management Services
New Mexico
$532K +$699 +1 +0.1%
MAM
975
McLean Asset Management
Virginia
$527K +$697 +1 +0.1%