1,270 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 459 increasing their positions, 460 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
459
Reduced
460
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
1101
Prestige Wealth Management Group
New Jersey
$173K +$1.84K +4 +1%
UCB
1102
United Community Bank
South Carolina
$170K -$31.2K -68 -16%
GJIA
1103
Glass Jacobson Investment Advisors
Maryland
$158K +$13.8K +30 +10%
SS
1104
Sunbelt Securities
Texas
$155K -$14.7K -32 -9%
CAL
1105
Capital Analysts LLC
Pennsylvania
$142K +$18.8K +41 +15%
BWAM
1106
Boyd Watterson Asset Management
Ohio
$142K -$1.38K -3 -1%
KFS
1107
Kelly Financial Services
Massachusetts
$139K
MA
1108
Montag & Associates
Georgia
$137K
MA
1109
MCF Advisors
Kentucky
$130K -$2.75K -6 -2%
HI
1110
Harbour Investments
Wisconsin
$126K +$13.3K +29 +12%
BAAM
1111
Baker Avenue Asset Management
California
$125K
VCM
1112
Versant Capital Management
Arizona
$119K
PGAM
1113
Princeton Global Asset Management
New Jersey
$119K
EDRH
1114
Edmond de Rothschild Holding
Switzerland
$116K -$8.26K -18 -7%
NIMI
1115
Natixis Investment Managers International
France
$115K -$63.3K -138 -35%
DAC
1116
Dividend Assets Capital
South Carolina
$115K
FFA
1117
Farther Finance Advisors
California
$109K +$10.5K +23 +11%
GWM
1118
Guardian Wealth Management
Illinois
$103K
IUHSA
1119
Itau Unibanco Holding S.A.
Brazil
$102K -$28K -61 -21%
C
1120
Covestor
United Kingdom
$100K -$19.8K -43 -17%
T
1121
TOBAM
France
$99K
GM
1122
GeoWealth Management
Illinois
$95K +$17.5K +38 +23%
MRCM
1123
M&R Capital Management
New Jersey
$92.2K +$16.5K +36 +22%
HGERS
1124
Householder Group Estate & Retirement Specialist
Arizona
$91.9K +$91.9K +200 New
AWM
1125
AllSquare Wealth Management
New York
$91.7K