1,387 hedge funds and large institutions have $69B invested in KLA in 2023 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 453 increasing their positions, 520 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+117
Holders Change %
+9.21%
% of All Funds
20.33%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.64%
New
225
Increased
453
Reduced
520
Closed
91
Calls
$1.09B
Puts
$1.24B
Net Calls
-$148M
Net Calls Change
-$97.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
1151
Adero Partners
California
$226K +$226K +389 New
BFG
1152
Beacon Financial Group
Texas
$225K +$225K +387 New
SWP
1153
Strategic Wealth Partners
Ohio
$225K +$225K +387 New
WOC
1154
West Oak Capital
California
$224K
LCWP
1155
Legacy Capital Wealth Partners
Arkansas
$223K +$223K +384 New
CFSG
1156
Clark Financial Services Group
Missouri
$223K +$223K +383 New
FCG
1157
Fielder Capital Group
Tennessee
$223K +$223K +383 New
MPWT
1158
MassMutual Private Wealth & Trust
Connecticut
$223K -$8.14K -14 -4%
FCCM
1159
First City Capital Management
Georgia
$222K +$222K +382 New
WPW
1160
Waldron Private Wealth
Pennsylvania
$222K +$222K +382 New
AIM
1161
Alhambra Investment Management
Florida
$220K +$220K +378 New
RDWM
1162
Red Door Wealth Management
Tennessee
$219K +$219K +377 New
UCB
1163
United Community Bank
South Carolina
$218K +$2.91K +5 +1%
BCM
1164
Brookstone Capital Management
Illinois
$218K +$218K +375 New
KA
1165
KLCM Advisors
Wisconsin
$218K +$218K +375 New
GJIA
1166
Glass Jacobson Investment Advisors
Maryland
$218K +$18K +31 +9%
CFGS
1167
Concourse Financial Group Securities
Alabama
$217K +$145K +250 +202%
BSI
1168
Bennett Selby Investments
Maine
$217K -$40.7K -70 -16%
EWP
1169
Elevation Wealth Partners
California
$215K
MA
1170
Mezzasalma Advisors
New Jersey
$215K +$215K +370 New
OCM
1171
Objective Capital Management
Ohio
$213K +$213K +366 New
WQ
1172
Wealth Quarterback
New Jersey
$212K +$212K +365 New
SEC
1173
Seven Eight Capital
New York
$212K -$401K -690 -65%
KWM
1174
Kolinsky Wealth Management
New Jersey
$212K +$212K +364 New
BTI
1175
Blue Trust Inc
Georgia
$211K -$509K -1,111 -71%