2,043 hedge funds and large institutions have $168B invested in KLA in 2026 Q1 according to their latest regulatory filings, with 285 funds opening new positions, 659 increasing their positions, 816 reducing their positions, and 97 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.61% less ownership

Funds ownership: 89.88%87.27% (-2.6%)

19% less repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 816

39% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $2.57B

Holders
2,043
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.56B
Puts
$2.57B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1101
Palisade Capital Management
New Jersey
$1.11M
LA
1102
Lifeworks Advisors
Michigan
$1.11M
LFA
1103
Legacy Financial Advisors
Kentucky
$1.11M
SFFS
1104
Stonehage Fleming Financial Services
Jersey
$1.11M
CNC
1105
Canandaigua National Corp
New York
$1.11M
GTAM
1106
Global Trust Asset Management
Florida
$1.1M
NB
1107
Nicolet Bankshares
Wisconsin
$1.1M
CWAG
1108
Compton Wealth Advisory Group
Virginia
$1.1M
AFS
1109
Access Financial Services
Minnesota
$1.1M
CPBTD
1110
Central Pacific Bank - Trust Division
Hawaii
$1.1M
MWM
1111
Modern Wealth Management
Kansas
$1.09M
GSEP
1112
Golden State Equity Partners
California
$1.08M
MMA
1113
Miracle Mile Advisors
California
$1.08M
SVWAG
1114
Sound View Wealth Advisors Group
Georgia
$1.08M
KTM
1115
Keeler Thomas Management
Utah
$1.07M
NPT
1116
Nixon Peabody Trust
Massachusetts
$1.07M
CA
1117
Continuum Advisory
Idaho
$1.06M
MWM
1118
MorganRosel Wealth Management
Colorado
$1.06M
GBT
1119
Grove Bank & Trust
Florida
$1.05M
FWA
1120
FSM Wealth Advisors
Ohio
$1.05M
PPWP
1121
Premier Path Wealth Partners
New Jersey
$1.04M
LAM
1122
L2 Asset Management
Massachusetts
$1.04M
CFA
1123
Collaborative Fund Advisors
Nevada
$1.04M
EFG
1124
Ethos Financial Group
Pennsylvania
$1.04M
AOWM
1125
Alpha Omega Wealth Management
Virginia
$1.04M