1,454 hedge funds and large institutions have $82B invested in KLA in 2024 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 481 increasing their positions, 580 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,454
Holders Change
+67
Holders Change %
+4.83%
% of All Funds
21.08%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.74%
New
187
Increased
481
Reduced
580
Closed
102
Calls
$952M
Puts
$1.12B
Net Calls
-$172M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
1251
Patriot Financial Group Insurance Agency
Massachusetts
$209K +$209K +299 New
CWS
1252
Confluence Wealth Services
Pennsylvania
$209K +$209K +299 New
BAAM
1253
Baker Avenue Asset Management
California
$209K +$209K +299 New
QPWM
1254
Quadrant Private Wealth Management
Pennsylvania
$208K +$208K +298 New
VCM
1255
Virtue Capital Management
Tennessee
$208K +$208K +306 New
AWCI
1256
Alpine Woods Capital Investors
New York
$207K +$207K +300 New
SCP
1257
Sivia Capital Partners
California
$206K +$206K +295 New
DWS
1258
Dynamic Wealth Strategies
California
$206K -$1.4K -2 -0.7%
NFSG
1259
Newbridge Financial Services Group
Florida
$206K -$765K -1,094 -79%
BWP
1260
BSW Wealth Partners
Colorado
$205K +$205K +293 New
TAM
1261
Trillium Asset Management
Massachusetts
$204K +$204K +292 New
FWA
1262
FSM Wealth Advisors
Ohio
$204K +$204K +292 New
OWA
1263
Octavia Wealth Advisors
Ohio
$203K -$46.8K -67 -19%
IIA
1264
IPG Investment Advisors
California
$203K +$203K +291 New
CAM
1265
Cidel Asset Management
Ontario, Canada
$203K +$203K +291 New
EL
1266
EWA LLC
Pennsylvania
$202K +$202K +281 New
CA
1267
CSM Advisors
Pennsylvania
$201K +$201K +290 New
SICM
1268
Sustainable Insight Capital Management
New York
$200K +$200K +287 New
EWP
1269
Elevation Wealth Partners
California
$198K -$129K -185 -39%
MA
1270
MCF Advisors
Kentucky
$198K
Simplex Trading
1271
Simplex Trading
Illinois
$190K +$190K +272 New
VCM
1272
Versant Capital Management
Arizona
$183K
PGAM
1273
Princeton Global Asset Management
New Jersey
$182K
PPC
1274
Park Place Capital
Alabama
$171K -$23.1K -33 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1275
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$168K -$20.8M -29,759 -99%