2,042 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, 658 increasing their positions, 816 reducing their positions, and 97 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:

2.61% less ownership

Funds ownership: 89.88%87.27% (-2.6%)

19% less repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 816

39% less call options, than puts

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

Holders
2,042
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
AWM
1226
Ariadne Wealth Management
California
$780K
SIS
1227
Sound Income Strategies
Florida
$774K
MWA
1228
Meridian Wealth Advisors
Texas
$773K
BMA
1229
Brooks Moore & Associates
Tennessee
$773K
AA
1230
Alta Advisers
United Kingdom
$773K
AMPWP
1231
Alvarez & Marsal Private Wealth Partners
Florida
$772K
SAM
1232
Strategy Asset Managers
California
$770K
KWA
1233
Kingswood Wealth Advisors
California
$769K
RFO
1234
RiverGlades Family Offices
Florida
$766K
ML
1235
McAdam LLC
Pennsylvania
$764K
ANTB
1236
AMG National Trust Bank
Colorado
$763K
WC
1237
Waterloo Capital
Texas
$763K
CCC
1238
Chesapeake Capital Corp
Florida
$761K
BFG
1239
Beacon Financial Group
Texas
$761K
SAM
1240
Synergy Asset Management
Washington
$761K
VV
1241
Verity & Verity
South Carolina
$760K
DWAM
1242
Duncan Williams Asset Management
Tennessee
$758K
TPI
1243
Trust Point Inc
Wisconsin
$755K
OL
1244
Optas LLC
Texas
$754K
WAOTB
1245
Wealth Advisors of Tampa Bay
Florida
$751K
EW
1246
Evoke Wealth
California
$750K
ATS
1247
Ashton Thomas Securities
New York
$749K
TWIM
1248
TIAA Wealth Investment Management
New York
$746K
LAM
1249
Lifestyle Asset Management
Texas
$745K
NAAA
1250
New Age Alpha Advisors
New York
$745K