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 %
CIA
976
Concurrent Investment Advisors
Florida
$404K +$404K +696 New
OWM
977
OneAscent Wealth Management
Alabama
$399K -$8.71K -15 -2%
NFC
978
Northeast Financial Consultants
Connecticut
$398K +$1.16K +2 +0.3%
PVI
979
Pine Valley Investments
New Jersey
$398K -$239K -411 -38%
VFA
980
Values First Advisors
Tennessee
$397K -$127K -218 -24%
MAM
981
MWA Asset Management
Massachusetts
$397K +$12.2K +21 +3%
FC
982
Forte Capital
New York
$396K -$4.65K -8 -1%
SMA
983
Sage Mountain Advisors
Georgia
$389K +$6.98K +12 +2%
MCA
984
MSH Capital Advisors
Arizona
$389K -$31.4K -54 -7%
TIA
985
Tiemann Investment Advisors
California
$388K -$2.91K -5 -0.7%
WSTAM
986
Wilbanks Smith & Thomas Asset Management
Virginia
$387K -$11K -19 -3%
NFP
987
Narus Financial Partners
Utah
$382K
APA
988
Astoria Portfolio Advisors
New York
$381K +$381K +634 New
GWS
989
Glassman Wealth Services
Virginia
$380K +$1.74K +3 +0.5%
SAM
990
SP Asset Management
California
$379K
AA
991
ALPS Advisors
Colorado
$379K -$20.3K -35 -5%
ERWM
992
Elk River Wealth Management
Colorado
$377K
RIA
993
Realta Investment Advisors
Delaware
$377K +$377K +648 New
CFP
994
Catalyst Financial Partners
Massachusetts
$376K +$4.07K +7 +1%
VA
995
Valmark Advisers
Ohio
$374K +$76.2K +131 +26%
TAM
996
Tocqueville Asset Management
New York
$370K -$89.5K -154 -19%
AAS
997
Ameritas Advisory Services
Nebraska
$367K +$367K +594 New
RFP
998
Root Financial Partners
California
$366K -$35.5K -61 -9%
NCFG
999
New Century Financial Group
New Jersey
$365K +$365K +628 New
EH
1000
Equitable Holdings
New York
$363K +$40.7K +70 +13%