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
ACA
1301
Affinity Capital Advisors
California
$658K
BNA
1302
BankChampaign, National Association
Illinois
$657K
QFA
1303
Quantum Financial Advisors
California
$653K
LOWM
1304
Laurel Oak Wealth Management
New Jersey
$651K
AM
1305
AGF Management
Ontario, Canada
$651K
BFG
1306
Berger Financial Group
Minnesota
$644K
NWM
1307
Nolet Wealth Management
Texas
$636K
AOWM
1308
Asset One Wealth Management
Washington
$636K
HPBT
1309
Hickory Point Bank & Trust
Illinois
$633K
GWM
1310
Gilpin Wealth Management
Colorado
$630K
PL
1311
Plancorp LLC
Missouri
$629K
AAMC
1312
Asset Allocation & Management Company
Illinois
$627K
KLCM
1313
KG&L Capital Management
Louisiana
$624K
CBA
1314
Coastal Bridge Advisors
Connecticut
$623K
HBW
1315
Hazlett, Burt & Watson
West Virginia
$622K
GIA
1316
Gladstone Institutional Advisory
Florida
$621K
PFA
1317
Pure Financial Advisors
California
$619K
RF
1318
Rossby Financial
Florida
$617K
ST
1319
Sageworth Trust
Pennsylvania
$617K
LCGC
1320
Legacy Capital Group California
California
$615K
PCS
1321
Private Client Services
Kentucky
$613K
VAG
1322
VisionPoint Advisory Group
Texas
$613K
CH
1323
Cromwell Holdings
Wyoming
$613K
AWM
1324
Angeles Wealth Management
California
$607K
CWG
1325
Cornerstone Wealth Group
North Carolina
$603K