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 %
SWM
1051
Shelton Wealth Management
Texas
$391K -$42.6K -61 -10%
PTC
1052
Philadelphia Trust Company
Pennsylvania
$391K
GIM
1053
Gold Investment Management
Alberta, Canada
$387K +$5.59K +8 +1%
ABC
1054
Associated Banc-Corp
Wisconsin
$386K +$3.49K +5 +0.9%
PIA
1055
Perennial Investment Advisors
California
$386K
AFA
1056
AA Financial Advisors
Ohio
$386K +$386K +552 New
TCM
1057
Telos Capital Management
California
$384K -$699 -1 -0.2%
MLA
1058
My Legacy Advisors
Oregon
$382K +$382K +547 New
MIM
1059
Morningstar Investment Management
Illinois
$382K
OWA
1060
Outlook Wealth Advisors
Texas
$379K +$67.1K +96 +21%
GSIS
1061
Global Strategic Investment Solutions
Arizona
$374K
EH
1062
Equitable Holdings
New York
$374K -$62.9K -90 -14%
JBA
1063
Johnson Bixby & Associates
Washington
$374K
HCM
1064
Howland Capital Management
Massachusetts
$373K
BWG
1065
Beta Wealth Group
California
$373K -$28.6K -41 -7%
DWM
1066
Drive Wealth Management
Utah
$372K +$17.5K +25 +5%
RCAG
1067
Rehmann Capital Advisory Group
Michigan
$372K -$11.2K -16 -3%
AAP
1068
Arax Advisory Partners
Colorado
$370K +$8.39K +12 +2%
DOA
1069
D'Orazio & Associates
Virginia
$370K +$6.29K +9 +2%
FMLI
1070
Fukoku Mutual Life Insurance
Japan
$369K
PA
1071
Probity Advisors
Texas
$365K -$3.49K -5 -0.9%
CA
1072
Clearstead Advisors
Ohio
$364K -$15.7K -22 -4%
MWA
1073
Meridian Wealth Advisors
Texas
$363K
BEAM
1074
Baker Ellis Asset Management
Washington
$363K
B
1075
BetterWealth
California
$362K +$4.89K +7 +1%