1,541 hedge funds and large institutions have $75.7B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 618 increasing their positions, 545 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

2% more call options, than puts

Call options by funds: $646M | Put options by funds: $631M

0% more funds holding

Funds holding: 1,5341,541 (+7)

1.57% less ownership

Funds ownership: 85.64%84.07% (-1.6%)

Holders
1,541
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$646M
Puts
$631M
Net Calls
Net Calls Change

Top Sellers

1 -$260M
2 -$238M
3 -$209M
4
BlackRock
BlackRock
New York
-$191M
5
First Trust Advisors
First Trust Advisors
Illinois
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
BB
1101
Berkshire Bank
Massachusetts
$370K
DIM
1102
Delta Investment Management
California
$370K
DWM
1103
Drive Wealth Management
Utah
$369K
AG
1104
AIA Group
Hong Kong
$368K
TWM
1105
TCFG Wealth Management
California
$368K
RCAG
1106
Rehmann Capital Advisory Group
Michigan
$365K
N
1107
Numerai
California
$364K
JBA
1108
Johnson Bixby & Associates
Washington
$364K
GSIS
1109
Global Strategic Investment Solutions
Arizona
$360K
TWM
1110
Trueblood Wealth Management
Ohio
$360K
SC
1111
Sierra Capital
Florida
$359K
FMLI
1112
Fukoku Mutual Life Insurance
Japan
$359K
LCWP
1113
Legacy Capital Wealth Partners
Arkansas
$359K
EFG
1114
Elm3 Financial Group
Georgia
$358K
TIA
1115
Tiemann Investment Advisors
California
$355K
PPWP
1116
Premier Path Wealth Partners
New Jersey
$354K
TPWA
1117
Twin Peaks Wealth Advisors
California
$354K
MWA
1118
Meridian Wealth Advisors
Texas
$353K
HPBT
1119
Hickory Point Bank & Trust
Illinois
$353K
Walleye Capital
1120
Walleye Capital
New York
$351K
CA
1121
Continuum Advisory
Idaho
$349K
SA
1122
Sovran Advisors
California
$348K
FNB
1123
Farmers National Bank
Kentucky
$345K
CPA
1124
Court Place Advisors
Maryland
$345K
FCBT
1125
First Citizens Bank & Trust
North Carolina
$344K