1,540 hedge funds and large institutions have $75.7B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 618 increasing their positions, 544 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+8
Holders Change %
+0.52%
% of All Funds
20.92%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.43%
New
162
Increased
618
Reduced
544
Closed
121
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
1251
Walker Asset Management
Missouri
$229K
KDA
1252
Kraft Davis & Associates
Missouri
$228K +$228K +361 New
OWM
1253
Orca Wealth Management
Florida
$227K +$8.15K +12 +4%
KA
1254
KLCM Advisors
Wisconsin
$226K
MWP
1255
Madison Wealth Partners
Wisconsin
$224K
MA
1256
MONECO Advisors
Connecticut
$221K +$221K +325 New
II
1257
Impact Investors
California
$221K
NHC
1258
Nicholas Hoffman & Company
Georgia
$220K +$220K +324 New
WFA
1259
WMG Financial Advisors
Tennessee
$220K +$680 +1 +0.3%
MIC
1260
Maxi Investments CY
Cyprus
$216K +$216K +318 New
BPC
1261
Banque Pictet & Cie
Switzerland
$215K +$215K +317 New
DLA
1262
Douglas Lane & Associates
New York
$215K +$215K +317 New
VC
1263
Veracity Capital
Georgia
$215K +$215K +316 New
KWA
1264
Kingswood Wealth Advisors
California
$214K -$51K -75 -19%
CAM
1265
Cidel Asset Management
Ontario, Canada
$214K +$214K +315 New
QPWM
1266
Quadrant Private Wealth Management
Pennsylvania
$214K +$214K +315 New
HAM
1267
Harmony Asset Management
Arizona
$214K +$214K +315 New
AIA
1268
AssuredPartners Investment Advisors
Florida
$213K +$213K +314 New
BAM
1269
Berkshire Asset Management
Pennsylvania
$212K -$225K -320 -51%
UCB
1270
United Community Bank
South Carolina
$211K +$9.52K +14 +5%
NC
1271
Napatree Capital
Rhode Island
$211K +$211K +311 New
FSA
1272
Franklin Street Advisors
North Carolina
$211K -$83.7K -123 -28%
SCP
1273
Sivia Capital Partners
California
$211K +$211K +310 New
MWP
1274
Meriwether Wealth & Planning
Louisiana
$211K -$16.3K -24 -7%
MCWS
1275
McKinley Carter Wealth Services
West Virginia
$211K +$211K +310 New