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2,061 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, 663 increasing their positions, 825 reducing their positions, and 96 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:

20% less repeat investments, than reductions

Existing positions increased: 663 | Existing positions reduced: 825

25.39% less ownership

Funds ownership: 898.96%873.58% (-25%)

39% less call options, than puts

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

Holders
2,061
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
SAM
1151
SP Asset Management
California
$990K
JSAM
1152
J. Safra Asset Management
New York
$987K
PWG
1153
Portside Wealth Group
Utah
$985K
DE
1154
Diversified Enterprises
Delaware
$985K
OIS
1155
OneAscent Investment Solutions
Alabama
$981K
MWA
1156
MFA Wealth Advisors
Pennsylvania
$979K
WF
1157
WinCap Financial
Massachusetts
$973K
FFA
1158
Fortune Financial Advisors
Kansas
$972K
NFP
1159
Narus Financial Partners
Utah
$969K
CSP
1160
Cary Street Partners
Virginia
$966K
BRWA
1161
B. Riley Wealth Advisors
Florida
$962K
TVPW
1162
Third View Private Wealth
Connecticut
$961K
BWM
1163
Braeburn Wealth Management
Michigan
$957K
ZI
1164
ZEGA Investments
Florida
$953K
FCA
1165
FLC Capital Advisors
California
$953K
SFC
1166
SYM Financial Corp
Indiana
$951K
ERWM
1167
Elk River Wealth Management
Colorado
$948K
CFG
1168
Cooper Financial Group
California
$940K
CF
1169
Centaurus Financial
California
$940K
AWM
1170
Aprio Wealth Management
Georgia
$939K
1WA
1171
180 Wealth Advisors
Washington
$936K
PWPS
1172
Pinnacle Wealth Planning Services
Ohio
$934K
SICM
1173
Sustainable Insight Capital Management
New York
$934K
QWP
1174
Quotient Wealth Partners
Texas
$930K
SI
1175
Sava Infond
Slovenia
$928K