1,270 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 459 increasing their positions, 460 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
459
Reduced
460
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DBT
1326
Dubuque Bank & Trust
Iowa
-$202K -416 Closed
TAIM
1327
TD Ameritrade Investment Management
Nebraska
-$72K -148 Closed
AWM
1328
Activest Wealth Management
Florida
-$39.8K -86 Closed
TFP
1329
Tilia Fiduciary Partners
North Carolina
-$38.8K -80 Closed
IAIM
1330
Industrial Alliance Investment Management
Quebec, Canada
-$38K -78 Closed
WIM
1331
WealthPlan Investment Management
Nebraska
-$29.1K -60 Closed
BC
1332
Belmont Capital
California
-$22.8K -47 Closed
2L
1333
25 LLC
Missouri
-$19.5K -41 Closed
WP
1334
WealthPLAN Partners
Nebraska
-$19.9K -41 Closed
WAM
1335
Worth Asset Management
Texas
-$12.6K -26 Closed
IRC
1336
Investors Research Corp
Georgia
-$10.2K -21 Closed
BG
1337
Bollard Group
Massachusetts
-$10K -20 Closed
HF
1338
Halpern Financial
Virginia
-$6.31K -13 Closed
DI
1339
Disciplined Investments
Oklahoma
-$5.82K -12 Closed
TF
1340
Tompkins Financial
New York
-$4.85K -10 Closed
CAS
1341
Coppell Advisory Solutions
Texas
-$954 -2 Closed
FA
1342
Fiduciary Alliance
South Carolina
-$970 -2 Closed
IFAM
1343
Institutional & Family Asset Management
Colorado
-$485 -1 Closed
CA
1344
Crewe Advisors
Utah
-$486 -1 Closed