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 %
AC
976
Avestar Capital
New York
$524K +$128K +183 +32%
TWP
977
Triad Wealth Partners
Kansas
$524K +$524K +750 New
GTAM
978
Global Trust Asset Management
Florida
$522K -$559K -800 -52%
FCA
979
FLC Capital Advisors
California
$522K
PTC
980
Private Trust Company
Ohio
$520K +$191K +273 +58%
NAM
981
NorthCrest Asset Manangement
Minnesota
$519K +$13.3K +19 +3%
DAS
982
Diversify Advisory Services
Utah
$514K +$514K +723 New
BAM
983
Berkshire Asset Management
Pennsylvania
$511K -$5.59K -8 -1%
MA
984
MJP Associates
Connecticut
$511K +$511K +731 New
FHA
985
First Horizon Advisors
Tennessee
$509K +$118K +169 +30%
PFBT
986
Parkside Financial Bank & Trust
Missouri
$508K -$18.9K -27 -4%
FFM
987
Forum Financial Management
Illinois
$506K
PWPS
988
Pinnacle Wealth Planning Services
Ohio
$506K -$13.3K -19 -3%
BMA
989
Brooks Moore & Associates
Tennessee
$506K
P
990
&Partners
Tennessee
$506K +$212K +303 +72%
ET
991
Equitable Trust
Tennessee
$499K +$149K +213 +42%
WAP
992
Wealthcare Advisory Partners
Pennsylvania
$495K +$198K +283 +66%
PFMU
993
Privium Fund Management (UK)
United Kingdom
$494K +$494K +695 New
FAIM
994
Financial Advocates Investment Management
Washington
$493K
CMI
995
Clare Market Investments
Texas
$492K +$192K +275 +64%
FC
996
Forte Capital
New York
$488K +$11.9K +17 +2%
HNWA
997
Henrickson Nauta Wealth Advisors
Michigan
$485K
CIA
998
Capital Investment Advisors
Georgia
$483K +$483K +691 New
SMA
999
Sage Mountain Advisors
Georgia
$478K +$9.78K +14 +2%
RIA
1000
Realta Investment Advisors
Delaware
$473K +$20.3K +29 +4%