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 %
ADL
1301
Asset Dedication LLC
California
$94K
SOS
1302
Silver Oak Securities
Tennessee
$92.9K -$1.41M -2,016 -94%
CT
1303
Colonial Trust
South Carolina
$90.1K
SN
1304
Sittner & Nelson
Oregon
$88.7K
HWA
1305
Heritage Wealth Advisors
Virginia
$87.3K
PSB
1306
Piscataqua Savings Bank
New Hampshire
$85.9K
FFA
1307
First Foundation Advisors
California
$83.8K -$3.49K -5 -4%
PP
1308
Paloma Partners
Connecticut
$83.1K +$83.1K +119 New
OCM
1309
Orion Capital Management
California
$77.5K
C
1310
Covestor
United Kingdom
$74K -$57.8K -82 -44%
EPW
1311
Evergreen Private Wealth
Colorado
$70.3K
PP
1312
Pacifica Partners
Canada
$69.9K
PB
1313
Pinnacle Bancorp
Nebraska
$69.9K
BWL
1314
Bogart Wealth LLC
Virginia
$69.9K +$69.9K +100 New
CCM
1315
CAAS Capital Management
New York
$69.9K +$69.9K +100 New
FMII
1316
Farmers & Merchants Investments Inc
Nebraska
$68.5K
GKIM
1317
GW&K Investment Management
Massachusetts
$68K -$701 -1 -1%
PG
1318
Proffitt & Goodson
Tennessee
$67.1K
Jones Financial Companies
1319
Jones Financial Companies
Missouri
$65.7K +$21K +30 +47%
AIM
1320
Anchor Investment Management
South Carolina
$60.8K
PCA
1321
Providence Capital Advisors
North Carolina
$59.4K
CB
1322
CNB Bank
Pennsylvania
$57.3K +$36.3K +52 +173%
CB
1323
Centennial Bank
Arkansas
$54.5K -$2.79K -4 -5%
RA
1324
Rise Advisors
New York
$53.2K +$53.2K +76 New
JWM
1325
Janiczek Wealth Management
Colorado
$51.7K