1,530 hedge funds and large institutions have $87B invested in KLA in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 588 increasing their positions, 572 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
+9
Holders Change %
+0.59%
% of All Funds
22.13%
Holding in Top 10
44
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-29.03%
% of All Funds
0.64%
New
143
Increased
588
Reduced
572
Closed
114
Calls
$714M
Puts
$978M
Net Calls
-$264M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
1001
Annex Advisory Services
Wisconsin
$592K
EI
1002
Ecofi Investissements
France
$590K
APA
1003
Astoria Portfolio Advisors
New York
$590K +$74K +92 +14%
SQA
1004
Simon Quick Advisors
New Jersey
$589K +$62K +80 +12%
EWM
1005
Evercore Wealth Management
New York
$582K -$6.2K -8 -1%
AIC
1006
Argus Investors Counsel
New York
$581K -$104K -134 -15%
FCA
1007
FLC Capital Advisors
California
$578K
NAM
1008
NorthCrest Asset Manangement
Minnesota
$578K -$10.8K -14 -2%
WAP
1009
Wealthcare Advisory Partners
Pennsylvania
$575K -$3.87K -5 -0.7%
CFP
1010
Catalyst Financial Partners
Massachusetts
$573K +$14.7K +19 +3%
CIA
1011
Capital Investment Advisors
Georgia
$569K +$47.2K +61 +9%
FFM
1012
Forum Financial Management
Illinois
$565K
UAG
1013
United Advisor Group
Ohio
$562K +$562K +726 New
SPC
1014
Sigma Planning Corp
Michigan
$561K +$61.9K +80 +12%
VA
1015
Valmark Advisers
Ohio
$559K +$10.8K +14 +2%
PWPS
1016
Pinnacle Wealth Planning Services
Ohio
$558K -$1.55K -2 -0.3%
ZIM
1017
Zacks Investment Management
Illinois
$554K +$554K +715 New
TWA
1018
Tandem Wealth Advisors
Arizona
$552K +$49.6K +64 +10%
PFBT
1019
Parkside Financial Bank & Trust
Missouri
$551K -$13.2K -17 -2%
GSC
1020
G&S Capital
Colorado
$551K
CA
1021
Commerzbank Aktiengesellschaft
Germany
$550K +$168K +217 +44%
HNWA
1022
Henrickson Nauta Wealth Advisors
Michigan
$549K +$1.55K +2 +0.3%
NC
1023
nVerses Capital
Florida
$542K -$232K -300 -30%
SFC
1024
SYM Financial Corp
Indiana
$538K +$216K +279 +67%
JAG
1025
Journey Advisory Group
Kentucky
$536K