1,530 hedge funds and large institutions have $87B invested in KLA in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 588 increasing their positions, 572 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
+9
Holders Change %
+0.59%
% of All Funds
22.13%
Holding in Top 10
44
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-29.03%
% of All Funds
0.64%
New
143
Increased
588
Reduced
572
Closed
114
Calls
$714M
Puts
$978M
Net Calls
-$264M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1201
Centurion Wealth Management
Virginia
$315K +$315K +407 New
MHIC
1202
Marble Harbor Investment Counsel
Massachusetts
$314K -$19.4K -25 -6%
AA
1203
Alta Advisers
United Kingdom
$310K
WIA
1204
World Investment Advisors
California
$310K +$310K +400 New
WI
1205
Wintrust Investments
Illinois
$309K -$2.7M -3,481 -90%
CW
1206
CIC Wealth
Maryland
$306K
CWM
1207
Cornerstone Wealth Management
Missouri
$305K
FCG
1208
Fielder Capital Group
Tennessee
$304K -$775 -1 -0.3%
GIA
1209
Guyasuta Investment Advisors
Pennsylvania
$303K -$26.3K -34 -8%
IAS
1210
Insigneo Advisory Services
Florida
$302K +$302K +390 New
FOA
1211
Five Oceans Advisors
California
$301K +$774 +1 +0.3%
HKIMG
1212
Hutchens & Kramer Investment Management Group
Indiana
$300K +$26.4K +35 +10%
SS
1213
Sunbelt Securities
Texas
$300K -$24.8K -32 -8%
PWMG
1214
Prestige Wealth Management Group
New Jersey
$300K -$2.32K -3 -0.8%
HI
1215
Harbour Investments
Wisconsin
$299K +$17.8K +23 +6%
MW
1216
Marcum Wealth
Ohio
$297K +$11.6K +15 +4%
AIM
1217
Alhambra Investment Management
Florida
$297K +$16.3K +21 +6%
AWM
1218
Aprio Wealth Management
Georgia
$297K +$5.42K +7 +2%
SAF
1219
Smith Anglin Financial
Texas
$297K
FCCM
1220
First City Capital Management
Georgia
$296K
BSI
1221
Bennett Selby Investments
Maine
$293K
AWM
1222
Ariadne Wealth Management
California
$290K +$290K +422 New
GIA
1223
Gladstone Institutional Advisory
Florida
$287K -$815K -1,053 -74%
AFG
1224
Argent Financial Group
Louisiana
$287K +$287K +370 New
PFGIA
1225
Patriot Financial Group Insurance Agency
Massachusetts
$286K +$62.7K +81 +28%