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 %
CIA
1026
Choate Investment Advisors
Massachusetts
$435K +$46.1K +66 +12%
MAM
1027
MWA Asset Management
Massachusetts
$434K -$43.3K -62 -9%
CBFP
1028
Cedar Brook Financial Partners
Ohio
$434K -$5.59K -8 -1%
SPIS
1029
Steward Partners Investment Solutions
Oregon
$434K +$434K +621 New
STA
1030
Summit Trail Advisors
New York
$429K +$34.9K +50 +9%
LFA
1031
Legacy Financial Advisors
Kentucky
$426K -$4.19K -6 -1%
GIA
1032
Gateway Investment Advisers
Ohio
$423K -$10.5K -15 -2%
CIS
1033
Custom Index Systems
New York
$421K -$391K -559 -48%
QWP
1034
Quotient Wealth Partners
Texas
$420K +$144K +206 +52%
CWA
1035
CJM Wealth Advisers
Virginia
$419K
APA
1036
Astoria Portfolio Advisors
New York
$417K -$12.9K -19 -3%
CA
1037
Commerzbank Aktiengesellschaft
Germany
$414K +$21.7K +31 +6%
WAS
1038
Winch Advisory Services
Wisconsin
$413K -$7.69K -11 -2%
CAMG
1039
CWA Asset Management Group
Florida
$412K +$412K +590 New
SQA
1040
Simon Quick Advisors
New Jersey
$411K +$48.9K +70 +14%
GBT
1041
Grove Bank & Trust
Florida
$410K +$17.5K +25 +4%
CF
1042
Centaurus Financial
California
$408K -$196K -281 -32%
OWM
1043
OneAscent Wealth Management
Alabama
$407K -$72.6K -104 -15%
JAG
1044
Journey Advisory Group
Kentucky
$405K +$43.3K +62 +12%
DLA
1045
Douglas Lane & Associates
New York
$404K +$25.1K +36 +7%
SWP
1046
Strategic Wealth Partners
Ohio
$404K +$134K +192 +50%
WCM
1047
Whitener Capital Management
North Carolina
$402K -$11.9K -17 -3%
TWM
1048
Trueblood Wealth Management
Ohio
$400K -$27.9K -40 -7%
VFA
1049
Values First Advisors
Tennessee
$398K -$79.7K -114 -17%
Jacobs Levy Equity Management
1050
Jacobs Levy Equity Management
New Jersey
$393K -$6.25M -8,949 -94%