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 %
TNBTD
1151
Trustmark National Bank Trust Department
Mississippi
$287K +$42.6K +61 +17%
BFG
1152
Berger Financial Group
Minnesota
$287K -$8.39K -12 -3%
PIA
1153
Pinion Investment Advisors
Kansas
$286K +$286K +410 New
SPC
1154
Sigma Planning Corp
Michigan
$286K +$286K +409 New
PWMG
1155
Prestige Wealth Management Group
New Jersey
$284K +$1.4K +2 +0.5%
IAIM
1156
International Assets Investment Management
Florida
$283K +$4.98K +7 +2%
FNB
1157
Farmers National Bank
Kentucky
$283K +$6.99K +10 +3%
PCS
1158
Personal CFO Solutions
New Jersey
$283K +$8.39K +12 +3%
SAM
1159
Smartleaf Asset Management
Massachusetts
$282K +$183K +262 +183%
FOA
1160
Five Oceans Advisors
California
$282K -$699 -1 -0.2%
DFG
1161
Delta Financial Group
New Jersey
$282K +$6.3K +9 +2%
AWA
1162
Arkadios Wealth Advisors
Georgia
$280K -$2.09K -3 -0.7%
KWA
1163
Kingswood Wealth Advisors
California
$280K +$280K +400 New
ICP
1164
Interchange Capital Partners
Pennsylvania
$279K -$20.6K -29 -7%
AA
1165
Alta Advisers
United Kingdom
$279K
UAG
1166
United Advisor Group
Ohio
$279K +$279K +400 New
CWM
1167
Centurion Wealth Management
Virginia
$279K -$105K -151 -27%
WOC
1168
West Oak Capital
California
$279K
EW
1169
Evoke Wealth
California
$277K +$277K +396 New
CWM
1170
Cornerstone Wealth Management
Missouri
$277K
AWM
1171
Angeles Wealth Management
California
$277K +$277K +396 New
T
1172
TOBAM
France
$276K -$32.1K -46 -10%
CW
1173
CIC Wealth
Maryland
$276K
WPW
1174
Waldron Private Wealth
Pennsylvania
$272K +$5.59K +8 +2%
UCB
1175
United Community Bank
South Carolina
$272K +$10.5K +15 +4%