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 %
GRP
1026
Global Retirement Partners
California
$536K +$109K +141 +26%
NCFG
1027
New Century Financial Group
New Jersey
$535K -$262K -338 -33%
CCP
1028
Clough Capital Partners
Massachusetts
$535K -$422K -545 -44%
ALAM
1029
Asahi Life Asset Management
Japan
$534K +$534K +690 New
CF
1030
Centaurus Financial
California
$533K +$123K +159 +30%
SAM
1031
SP Asset Management
California
$533K +$774 +1 +0.1%
FHA
1032
First Horizon Advisors
Tennessee
$532K -$44.9K -58 -8%
ANTB
1033
AMG National Trust Bank
Colorado
$532K +$312K +403 +142%
ARC
1034
Advisor Resource Council
Texas
$527K +$527K +681 New
RFP
1035
Root Financial Partners
California
$525K +$15.5K +20 +3%
CWP
1036
Cyndeo Wealth Partners
Florida
$525K +$41.8K +54 +9%
DS
1037
DRW Securities
Illinois
$525K -$182K -235 -26%
NPT
1038
Nixon Peabody Trust
Massachusetts
$524K
VT
1039
Vise Technologies
New York
$523K +$242K +313 +86%
BAAM
1040
Baker Avenue Asset Management
California
$519K +$44.2K +57 +9%
Fayez Sarofim & Co
1041
Fayez Sarofim & Co
Texas
$517K
NFP
1042
Narus Financial Partners
Utah
$510K
DCM
1043
DGS Capital Management
New Jersey
$507K -$17.8K -23 -3%
ACA
1044
Affinity Capital Advisors
California
$507K
PVI
1045
Pine Valley Investments
New Jersey
$503K +$775 +1 +0.2%
ERWM
1046
Elk River Wealth Management
Colorado
$503K
I
1047
InceptionR
California
$501K +$501K +647 New
PRS
1048
Pinkerton Retirement Specialists
Idaho
$499K +$499K +645 New
MAM
1049
MWA Asset Management
Massachusetts
$498K +$22.5K +29 +5%
OFS
1050
OneAscent Financial Services
Alabama
$492K +$492K +636 New