We are live on ! Find out more

1,162 hedge funds and large institutions have $48.1B invested in KLA in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 423 increasing their positions, 442 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 83

26.92% more ownership

Funds ownership: 869.85%896.76% (+27%)

10% more call options, than puts

Call options by funds: $548M | Put options by funds: $497M

3% more funds holding

Funds holding: 1,1291,162 (+33)

4% more capital invested

Capital invested by funds: $46.3B → $48.1B (+$1.81B)

4% less repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 442

29% less funds holding in top 10

Funds holding in top 10: 3525 (-10)

Holders
1,162
Holders Change
+33
Holders Change %
+2.92%
% of All Funds
18.52%
Holding in Top 10
25
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-28.57%
% of All Funds
0.4%
New
137
Increased
423
Reduced
442
Closed
83
Calls
$548M
Puts
$497M
Net Calls
+$51.6M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
1051
GeoWealth Management
Illinois
$57K +$56.8K +1,440 New
WBC
1052
West Branch Capital
Massachusetts
$55.9K
CFGS
1053
Concourse Financial Group Securities
Alabama
$55.5K -$7.88K -200 -13%
CTA
1054
Colonial Trust Advisors
South Carolina
$54.7K +$35.1K +890 +185%
SI
1055
Stephens Inc
Arkansas
$53.1K +$2.37K +60 +5%
AF
1056
Advisornet Financial
Minnesota
$51.5K -$3.15K -80 -6%
SN
1057
Sittner & Nelson
Oregon
$50.7K
HWA
1058
Heritage Wealth Advisors
Virginia
$49.9K
FFA
1059
Farther Finance Advisors
California
$49.1K +$15.8K +400 +48%
PSB
1060
Piscataqua Savings Bank
New Hampshire
$49.1K
WIM
1061
Westside Investment Management
California
$45.1K
IA
1062
IFP Advisors
Florida
$44.8K -$1.15M -29,220 -75%
MPWT
1063
MassMutual Private Wealth & Trust
Connecticut
$44.3K -$6.31K -160 -13%
OCM
1064
Orion Capital Management
California
$44.3K +$43.7K +1,110 New
FMII
1065
Farmers & Merchants Investments Inc
Nebraska
$42.3K
TWA
1066
TCI Wealth Advisors
Arizona
$41.5K -$394 -10 -1%
PB
1067
Pinnacle Bancorp
Nebraska
$39.9K
PP
1068
Pacifica Partners
Canada
$39.2K
PG
1069
Proffitt & Goodson
Tennessee
$38.3K
First Manhattan
1070
First Manhattan
New York
$37.9K
WWP
1071
WR Wealth Planners
Missouri
$34.3K +$30K +760 +760%
CAC
1072
Core Alternative Capital
Georgia
$33.6K +$1.58K +40 +5%
QL
1073
Quarry LP
New York
$32.3K +$17.3K +440 +119%
TFP
1074
Tilia Fiduciary Partners
North Carolina
$31.9K
BFEC
1075
Benjamin F. Edwards & Company
Missouri
$30K -$3.15K -80 -10%

KLAC Hedge Fund Activity: Q1 2023 in Review

1,162 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2023, worth a combined $48.1B — up 3.9% from $46.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KLAC positions and 83 closed out — a net gain of 54 holders — while 423 added to existing stakes and 442 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.42B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.08B.

  • 1,162 institutional investors held KLA (KLAC) as of Q1 2023, up from 1,129 in Q4 2022.
  • Funds reported $48.1B of KLA stock for Q1 2023, up 3.9% quarter-over-quarter.
  • 137 funds opened new KLA positions in Q1 2023 and 83 closed out, a net change of +54 holders.
  • The largest KLA buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.42B added.
  • The largest KLA seller in Q1 2023 was T. Rowe Price Associates, an estimated $1.08B sold.

Based on aggregated 13F filings for Q1 2023.