1,532 hedge funds and large institutions have $72.3B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 573 increasing their positions, 573 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,532
Holders Change
+2
Holders Change %
+0.13%
% of All Funds
20.39%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
194
Increased
573
Reduced
573
Closed
162
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
1026
FLC Capital Advisors
California
$471K
SMA
1027
Sage Mountain Advisors
Georgia
$470K -$40.3K -64 -8%
BAM
1028
Berkshire Asset Management
Pennsylvania
$466K -$82.5K -110 -15%
CIA
1029
Capital Investment Advisors
Georgia
$464K +$1.26K +2 +0.3%
FFM
1030
Forum Financial Management
Illinois
$459K -$630 -1 -0.1%
GIA
1031
Gateway Investment Advisers
Ohio
$457K +$94.5K +150 +26%
ACA
1032
Affinity Capital Advisors
California
$451K
FAM
1033
Fairtree Asset Management
South Africa
$450K +$450K +714 New
RFP
1034
Root Financial Partners
California
$448K +$20.8K +33 +5%
GM
1035
GeoWealth Management
Illinois
$447K -$108K -172 -20%
HNWA
1036
Henrickson Nauta Wealth Advisors
Michigan
$445K -$1.26K -2 -0.3%
NPT
1037
Nixon Peabody Trust
Massachusetts
$444K +$18.3K +29 +4%
WA
1038
Waverly Advisors
Alabama
$444K +$444K +704 New
DAS
1039
Diversify Advisory Services
Utah
$443K +$82K +120 +23%
AAS
1040
Ameritas Advisory Services
Nebraska
$441K +$149K +237 +51%
PVI
1041
Pine Valley Investments
New Jersey
$439K +$29.6K +47 +7%
FAIM
1042
Financial Advocates Investment Management
Washington
$437K +$60.5K +96 +16%
SAM
1043
SP Asset Management
California
$435K +$1.26K +2 +0.3%
QPW
1044
Quantum Private Wealth
Florida
$433K -$64.9K -103 -13%
RIA
1045
Regal Investment Advisors
Michigan
$425K -$70K -111 -14%
T
1046
Transce3nd
Texas
$423K +$423K +659 New
MAM
1047
Martingale Asset Management
Massachusetts
$421K -$2.34M -3,716 -85%
MAM
1048
MWA Asset Management
Massachusetts
$420K +$15.1K +24 +4%
FFA
1049
Florida Financial Advisors
Florida
$419K +$58.6K +93 +16%
RFG
1050
Range Financial Group
Oregon
$416K +$69.3K +110 +20%