1,387 hedge funds and large institutions have $69B invested in KLA in 2023 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 453 increasing their positions, 520 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+117
Holders Change %
+9.21%
% of All Funds
20.33%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.64%
New
225
Increased
453
Reduced
520
Closed
91
Calls
$1.09B
Puts
$1.24B
Net Calls
-$148M
Net Calls Change
-$97.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
1276
Northwest Capital Management
Oregon
$31.4K
CPG
1277
Cornerstone Planning Group
New Jersey
$30.8K -$5.23K -9 -15%
OIAM
1278
OFI Invest Asset Management
France
$30K -$1.58K -3 -5%
BCWM
1279
Bartlett & Co Wealth Management
Ohio
$29.3K +$29.3K +50 New
WTA
1280
Washington Trust Advisors
Massachusetts
$29.1K
CIA
1281
Cape Investment Advisory
Georgia
$29.1K
AA
1282
Addison Advisors
Vermont
$29.1K +$29.1K +50 New
BC
1283
Bartlett & Co
Ohio
$29K +$29K +50 New
DCP
1284
DSM Capital Partners
Florida
$28.5K +$28.5K +49 New
FFA
1285
Frazier Financial Advisors
Ohio
$26.2K +$26.2K +45 New
ECM
1286
Estabrook Capital Management
New York
$25.6K
SC
1287
SouthState Corp
Florida
$25K
FFO
1288
Fortitude Family Office
Arizona
$25K +$25K +43 New
QL
1289
Quarry LP
New York
$24.4K +$581 +1 +2%
IPW
1290
Impact Partnership Wealth
Georgia
$24.4K +$11.6K +20 +91%
RCM
1291
Raleigh Capital Management
North Carolina
$21.2K +$5.29K +9 +33%
RTL
1292
Red Tortoise LLC
Georgia
$20.9K
AS
1293
Altshuler Shaham
Israel
$20.3K -$5.81K -10 -22%
SWC
1294
Spectrum Wealth Counsel
Indiana
$20.3K +$20.3K +35 New
QC
1295
Quent Capital
New York
$19.8K +$1.16K +2 +6%
BHWM
1296
Beaird Harris Wealth Management
Texas
$19.2K +$19.2K +33 New
TC
1297
Tacita Capital
Ontario, Canada
$19.2K +$19.2K +33 New
DPW
1298
DiNuzzo Private Wealth
Pennsylvania
$18.6K +$18.6K +32 New
CMA
1299
Cedar Mountain Advisors
Oregon
$18.6K +$18.6K +32 New
NBT
1300
Northwest Bank & Trust
Iowa
$18K +$18K +31 New