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
WF
1151
WinCap Financial
Massachusetts
$973K
FFA
1152
Fortune Financial Advisors
Kansas
$972K
NFP
1153
Narus Financial Partners
Utah
$969K
CSP
1154
Cary Street Partners
Virginia
$966K
BRWA
1155
B. Riley Wealth Advisors
Florida
$962K
TVPW
1156
Third View Private Wealth
Connecticut
$961K
BWM
1157
Braeburn Wealth Management
Michigan
$957K
ZI
1158
ZEGA Investments
Florida
$953K
FCA
1159
FLC Capital Advisors
California
$953K
SFC
1160
SYM Financial Corp
Indiana
$951K
ERWM
1161
Elk River Wealth Management
Colorado
$948K
CFG
1162
Cooper Financial Group
California
$940K
CF
1163
Centaurus Financial
California
$940K
AWM
1164
Aprio Wealth Management
Georgia
$939K
1WA
1165
180 Wealth Advisors
Washington
$936K
PWPS
1166
Pinnacle Wealth Planning Services
Ohio
$934K
SICM
1167
Sustainable Insight Capital Management
New York
$934K
QWP
1168
Quotient Wealth Partners
Texas
$930K
SI
1169
Sava Infond
Slovenia
$928K
DIM
1170
Delta Investment Management
California
$923K
IWA
1171
IBEX Wealth Advisors
New Jersey
$919K
HI
1172
Harbour Investments
Wisconsin
$918K
RIA
1173
Regal Investment Advisors
Michigan
$917K
LIM
1174
Leavell Investment Management
Alabama
$914K
EW
1175
Elyxium Wealth
California
$910K