1,521 hedge funds and large institutions have $96.7B invested in KLA in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 549 increasing their positions, 579 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+67
Holders Change %
+4.61%
% of All Funds
22.12%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.9%
New
174
Increased
549
Reduced
579
Closed
89
Calls
$923M
Puts
$995M
Net Calls
-$71.7M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Shares
Change %
EIG
1076
Ellenbecker Investment Group
Wisconsin
$440K +$440K +534 New
HCM
1077
Howland Capital Management
Massachusetts
$440K
BWG
1078
Beta Wealth Group
California
$440K
GSIS
1079
Global Strategic Investment Solutions
Arizona
$437K -$4.95K -6 -1%
CF
1080
Centaurus Financial
California
$436K -$45.3K -55 -9%
FMLI
1081
Fukoku Mutual Life Insurance
Japan
$435K
PPWP
1082
Premier Path Wealth Partners
New Jersey
$433K +$60.2K +73 +16%
LIM
1083
Leavell Investment Management
Alabama
$430K +$14.9K +18 +4%
MWA
1084
Meridian Wealth Advisors
Texas
$429K
BEAM
1085
Baker Ellis Asset Management
Washington
$429K
SWM
1086
Shelton Wealth Management
Texas
$428K -$33.8K -41 -7%
B
1087
BetterWealth
California
$428K
DMBA
1088
Deseret Mutual Benefit Administrators
Utah
$427K
PP
1089
PDS Planning
Ohio
$426K +$39.6K +48 +10%
GIM
1090
Gold Investment Management
Alberta, Canada
$425K -$31.3K -38 -7%
AWM
1091
Angeles Wealth Management
California
$425K +$98.9K +120 +30%
JWBC
1092
John W. Bristol & Co
New York
$422K
PWS
1093
Private Wealth Strategies
Ohio
$419K +$419K +509 New
NG
1094
Norden Group
Utah
$419K +$33K +40 +9%
FSA
1095
Franklin Street Advisors
North Carolina
$419K
ICP
1096
Interchange Capital Partners
Pennsylvania
$417K +$92.4K +112 +28%
PCP
1097
Proficio Capital Partners
Massachusetts
$417K +$17.3K +21 +4%
CC
1098
Courier Capital
New York
$415K
KFGK
1099
Keystone Financial Group (Kentucky)
Kentucky
$412K +$2.47K +3 +0.6%
CPA
1100
Court Place Advisors
Maryland
$412K