1,540 hedge funds and large institutions have $75.7B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 618 increasing their positions, 544 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+8
Holders Change %
+0.52%
% of All Funds
20.92%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.43%
New
162
Increased
618
Reduced
544
Closed
121
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
NPT
1001
Nixon Peabody Trust
Massachusetts
$535K +$55.7K +82 +12%
LAM
1002
Lifestyle Asset Management
Texas
$532K +$269K +396 +103%
CFP
1003
Catalyst Financial Partners
Massachusetts
$530K +$17K +25 +3%
RF
1004
Rossby Financial
Florida
$527K +$527K +759 New
FWP
1005
FAS Wealth Partners
Kansas
$524K
AIC
1006
Argus Investors Counsel
New York
$523K -$12.2K -18 -2%
KCM
1007
Kornitzer Capital Management
Kansas
$520K -$500K -735 -49%
BC
1008
Barnett & Company
Tennessee
$520K
SFFS
1009
Stonehage Fleming Financial Services
Jersey
$509K -$7.48K -11 -1%
FCA
1010
FLC Capital Advisors
California
$508K
EWM
1011
Evercore Wealth Management
New York
$504K -$6.8K -10 -1%
CMS
1012
Capital Market Strategies
Florida
$500K -$19.7K -29 -4%
ARMT
1013
Amica Retiree Medical Trust
Rhode Island
$500K -$265K -390 -35%
PIA
1014
Perennial Investment Advisors
California
$499K +$51K +75 +11%
FAIM
1015
Financial Advocates Investment Management
Washington
$498K +$27.2K +40 +6%
RFP
1016
Root Financial Partners
California
$498K +$14.3K +21 +3%
FFM
1017
Forum Financial Management
Illinois
$496K +$680 +1 +0.1%
CWAG
1018
Compton Wealth Advisory Group
Virginia
$493K -$214K -315 -30%
RIA
1019
Regal Investment Advisors
Michigan
$489K +$29.9K +44 +7%
OHWP
1020
Oak Harbor Wealth Partners
North Carolina
$489K +$489K +719 New
WA
1021
Waverly Advisors
Alabama
$488K +$9.52K +14 +2%
GIM
1022
Gold Investment Management
Alberta, Canada
$485K +$91.1K +134 +23%
AA
1023
Advisory Alpha
Michigan
$482K +$84.3K +124 +21%
MLA
1024
My Legacy Advisors
Oregon
$481K +$21.8K +32 +5%
KHCM
1025
Kirtland Hills Capital Management
Ohio
$480K +$78.7K +124 +20%