1,532 hedge funds and large institutions have $72.3B invested in KLA in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 573 increasing their positions, 573 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,532
Holders Change
+2
Holders Change %
+0.13%
% of All Funds
20.39%
Holding in Top 10
25
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-43.18%
% of All Funds
0.33%
New
194
Increased
573
Reduced
573
Closed
162
Calls
$667M
Puts
$825M
Net Calls
-$158M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
1226
Probity Advisors
Texas
$243K -$71.8K -114 -23%
LAM
1227
Lifestyle Asset Management
Texas
$243K +$19.5K +31 +9%
BPA
1228
Beacon Pointe Advisors
California
$242K -$348K -553 -59%
FCCM
1229
First City Capital Management
Georgia
$241K
GIA
1230
Guyasuta Investment Advisors
Pennsylvania
$240K -$6.3K -10 -3%
AIM
1231
Alhambra Investment Management
Florida
$239K -$2.52K -4 -1%
MIG
1232
McGuire Investment Group
Rhode Island
$239K +$66.2K +105 +38%
BSI
1233
Bennett Selby Investments
Maine
$238K
GIA
1234
Gladstone Institutional Advisory
Florida
$238K +$4.41K +7 +2%
JWCA
1235
J.W. Cole Advisors
Florida
$236K +$49.1K +78 +26%
FCFC
1236
First Commonwealth Financial Corp
Pennsylvania
$235K +$235K +373 New
EFG
1237
Everhart Financial Group
Ohio
$233K +$22.1K +35 +10%
MPWT
1238
MassMutual Private Wealth & Trust
Connecticut
$231K -$49.8K -79 -18%
PCS
1239
Personal CFO Solutions
New Jersey
$230K -$32.8K -52 -13%
SB
1240
Sunflower Bank
Texas
$229K +$229K +364 New
OL
1241
Optas LLC
Texas
$229K +$27.7K +44 +14%
HC
1242
Hamilton Capital
Ohio
$229K +$229K +364 New
ICP
1243
Interchange Capital Partners
Pennsylvania
$229K -$49.7K -79 -18%
WF
1244
Welch & Forbes
Massachusetts
$228K +$4.41K +7 +2%
HT
1245
Heritage Trust
Oklahoma
$228K +$228K +362 New
CWM
1246
Cornerstone Wealth Management
Missouri
$226K -$22.1K -35 -9%
MW
1247
Marcum Wealth
Ohio
$226K -$15.8K -25 -7%
SAF
1248
Smith Anglin Financial
Texas
$226K -$15.1K -24 -6%
AFW
1249
Avantra Family Wealth
Pennsylvania
$226K +$226K +358 New
PCH
1250
PGIM Custom Harvest
New Jersey
$224K +$224K +356 New