1,270 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 459 increasing their positions, 460 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
459
Reduced
460
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PCTC
1226
Perkins Coie Trust Company
Washington
$6.88K +$6.88K +15 New
WWP
1227
WR Wealth Planners
Missouri
$6.42K -$33K -72 -84%
FP
1228
Financial Perspectives
Minnesota
$6.31K
SIA
1229
SkyView Investment Advisors
New Jersey
$6K -$857 -2 -13%
TWM
1230
Tradition Wealth Management
Minnesota
$6K
DJSG
1231
D.J. St. Germain
Massachusetts
$5.96K
JFA
1232
JNBA Financial Advisors
Minnesota
$5.96K +$2.75K +6 +86%
EBA
1233
Eagle Bay Advisors
New York
$5.5K
CTWM
1234
Cherry Tree Wealth Management
Minnesota
$5.5K +$4.59K +10 +500%
SL
1235
Salomon & Ludwin
Virginia
$5.5K +$5.5K +12 New
CWC
1236
Carolinas Wealth Consulting
North Carolina
$5.17K
OLVIG
1237
Oliver Lagore Vanvalin Investment Group
Michigan
$5.05K +$5.05K +11 New
CT
1238
Cambridge Trust
Massachusetts
$5.05K +$5.05K +11 New
MCM
1239
Manchester Capital Management
Vermont
$4.59K
BCH
1240
Berkshire Capital Holdings
California
$4.59K
SC
1241
Stephens Consulting
Michigan
$4.13K
AW
1242
Avion Wealth
Texas
$4K +$1.09K +3 +38%
FMP
1243
Financial Management Professionals
Texas
$3K
TVWM
1244
Tower View Wealth Management
Wisconsin
$3K
TFA
1245
Toth Financial Advisory
Virginia
$2.75K
NSIM
1246
North Star Investment Management
Illinois
$2.75K
TIM
1247
Tortoise Investment Management
New York
$2.75K
IHWM
1248
Iron Horse Wealth Management
Iowa
$2.75K +$2.75K +6 New
MFT
1249
Moisand Fitzgerald Tamayo
Florida
$2.29K
MWM
1250
Mascoma Wealth Management
New Hampshire
$2.29K