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 %
PWP
1176
Phillips Wealth Planners
Mississippi
$211K +$211K +357 New
HT
1177
Heritage Trust
Oklahoma
$210K -$366K -630 -64%
9WM
1178
9258 Wealth Management
Ohio
$210K +$210K +361 New
BFA
1179
Bill Few Associates
Pennsylvania
$210K +$210K +361 New
WMA
1180
Wealth Management Associates
New Jersey
$209K +$209K +359 New
DCM
1181
DGS Capital Management
New Jersey
$209K +$209K +359 New
WA
1182
Wealth Architects
California
$208K +$208K +358 New
OL
1183
OneFund LLC
Florida
$208K +$208K +358 New
OWA
1184
Octavia Wealth Advisors
Ohio
$208K +$208K +358 New
FAM
1185
Flaharty Asset Management
Florida
$206K -$29.1K -50 -12%
MRCM
1186
M&R Capital Management
New Jersey
$206K +$88.9K +153 +76%
PWMG
1187
Provence Wealth Management Group
California
$204K -$80.8K -139 -28%
TNBTD
1188
Trustmark National Bank Trust Department
Mississippi
$203K +$203K +350 New
DCM
1189
Driehaus Capital Management
Illinois
$203K +$203K +349 New
KA
1190
Kovack Advisors
Florida
$203K +$203K +349 New
FUBT
1191
First United Bank & Trust
Maryland
$202K +$202K +348 New
3IP
1192
3Chopt Investment Partners
Virginia
$201K +$201K +345 New
SS
1193
Sunbelt Securities
Texas
$198K +$1.16K +2 +0.6%
RIM
1194
Rakuten Investment Management
Japan
$198K +$198K +337 New
CAL
1195
Capital Analysts LLC
Pennsylvania
$185K +$5.8K +10 +3%
HI
1196
Harbour Investments
Wisconsin
$185K +$25.6K +44 +16%
BWAM
1197
Boyd Watterson Asset Management
Ohio
$180K
KFS
1198
Kelly Financial Services
Massachusetts
$176K
MA
1199
Montag & Associates
Georgia
$174K
DI
1200
DAGCO Inc
Ohio
$173K +$173K +297 New