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 %
FFP
1001
FourThought Financial Partners
Florida
$363K +$1.75K +3 +0.5%
SWM
1002
Shelton Wealth Management
Texas
$361K -$8.14K -14 -2%
GIA
1003
Gateway Investment Advisers
Ohio
$360K -$38.4K -66 -10%
SAG
1004
SageView Advisory Group
California
$360K +$360K +605 New
TPI
1005
Trust Point Inc
Wisconsin
$360K +$360K +619 New
MBT
1006
Montecito Bank & Trust
California
$360K +$14.5K +25 +4%
LFA
1007
Legacy Financial Advisors
Kentucky
$358K -$19.2K -33 -5%
PVH
1008
Psagot Value Holdings
Israel
$357K
TWM
1009
Trueblood Wealth Management
Ohio
$356K +$356K +613 New
CBFP
1010
Cedar Brook Financial Partners
Ohio
$354K -$6.75K -12 -2%
EWA
1011
Exencial Wealth Advisors
Oklahoma
$353K -$214K -368 -38%
SRL
1012
Scientech Research LLC
New Jersey
$352K +$352K +606 New
NL
1013
NWAM LLC
Washington
$352K +$4.07K +7 +1%
WAS
1014
Winch Advisory Services
Wisconsin
$350K
CWA
1015
CJM Wealth Advisers
Virginia
$349K
VWM
1016
Valley Wealth Managers
New Jersey
$347K -$9.3K -16 -3%
WCM
1017
Whitener Capital Management
North Carolina
$344K -$48.2K -83 -12%
CP
1018
Camelot Portfolios
Ohio
$341K +$341K +586 New
APP
1019
Avantax Planning Partners
Iowa
$341K -$581 -1 -0.2%
BWG
1020
Beta Wealth Group
California
$334K
SI
1021
Seeds Investor
New York
$330K +$330K +568 New
AC
1022
Avestar Capital
New York
$330K +$330K +567 New
FL
1023
Fort LP
Maryland
$328K +$46.5K +80 +16%
STA
1024
Summit Trail Advisors
New York
$328K -$29.6K -51 -8%
CA
1025
Commerzbank Aktiengesellschaft
Germany
$327K +$327K +561 New