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 %
MCM
1126
MV Capital Management
Maryland
$309K -$40.5K -58 -12%
MCWA
1127
Meadow Creek Wealth Advisors
Georgia
$308K -$3.49K -5 -1%
MCM
1128
Mengis Capital Management
Oregon
$307K +$307K +440 New
QFA
1129
Quantum Financial Advisors
California
$306K -$699 -1 -0.2%
TPWA
1130
Twin Peaks Wealth Advisors
California
$305K -$12.6K -18 -4%
FFP
1131
FourThought Financial Partners
Florida
$305K -$131K -188 -30%
GRP
1132
Global Retirement Partners
California
$304K +$13.3K +19 +5%
ARC
1133
Advisor Resource Council
Texas
$303K +$303K +522 New
FP
1134
Foundry Partners
Minnesota
$302K
MHIC
1135
Marble Harbor Investment Counsel
Massachusetts
$300K
PCM
1136
Prelude Capital Management
New York
$300K -$322K -461 -52%
MPWT
1137
MassMutual Private Wealth & Trust
Connecticut
$299K +$31.4K +45 +12%
KWM
1138
Kolinsky Wealth Management
New Jersey
$299K +$44.7K +64 +18%
NAG
1139
Northstar Advisory Group
New Jersey
$298K
SCM
1140
Silvant Capital Management
Georgia
$296K
FTIS
1141
First Trust Investment Solutions
Florida
$296K +$296K +424 New
C
1142
Certuity
Florida
$296K -$1.4K -2 -0.5%
SS
1143
Sunbelt Securities
Texas
$295K +$57.3K +82 +24%
BIG
1144
Brooklyn Investment Group
New York
$294K
FCBT
1145
First Citizens Bank & Trust
North Carolina
$293K +$293K +420 New
HB
1146
HTLF Bank
Colorado
$291K
SFA
1147
Souders Financial Advisors
Ohio
$290K +$2.8K +4 +1%
TA
1148
TFB Advisors
Kansas
$290K +$290K +435 New
DIM
1149
Delta Investment Management
California
$289K -$8.38K -12 -3%
BFM
1150
Boothbay Fund Management
New York
$287K +$13.3K +19 +5%