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 %
FWA
1326
Flagship Wealth Advisors
Massachusetts
$113K
SIA
1327
Sit Investment Associates
Minnesota
$112K -$17K -25 -13%
GWSG
1328
GPS Wealth Strategies Group
Colorado
$106K
WPA
1329
West Paces Advisors
Georgia
$102K -$29.2K -43 -22%
QC
1330
Quent Capital
New York
$101K +$6.12K +9 +6%
BC
1331
Bayforest Capital
United Kingdom
$98.6K -$12.2K -18 -11%
WBC
1332
West Branch Capital
Massachusetts
$95.9K
AIM
1333
Anchor Investment Management
South Carolina
$95.2K
MSWM
1334
Mowery & Schoenfeld Wealth Management
Illinois
$94.5K
BAM
1335
Byrne Asset Management
New Jersey
$94.5K -$6.8K -10 -7%
ADL
1336
Asset Dedication LLC
California
$91.1K
GKIM
1337
GW&K Investment Management
Massachusetts
$90K +$12.9K +19 +17%
LWANC
1338
Laurel Wealth Advisors (North Carolina)
North Carolina
$88.4K
HDIM
1339
Hanson & Doremus Investment Management
Vermont
$88K -$5.46K -8 -6%
C
1340
Covestor
United Kingdom
$88K +$35.5K +52 +68%
SN
1341
Sittner & Nelson
Oregon
$86.3K
HWA
1342
Heritage Wealth Advisors
Virginia
$85K
IBOK
1343
Independence Bank of Kentucky
Kentucky
$85K
CT
1344
Colonial Trust
South Carolina
$84.3K -$12.9K -19 -13%
JSAM
1345
J. Safra Asset Management
New York
$83.6K
PSB
1346
Piscataqua Savings Bank
New Hampshire
$83.6K
IUHSA
1347
Itau Unibanco Holding S.A.
Brazil
$83K +$21.8K +32 +36%
KFI
1348
Key Financial Inc
Pennsylvania
$82.9K +$34K +50 +69%
PB
1349
Pinnacle Bancorp
Nebraska
$82.3K +$14.3K +21 +21%
WF
1350
Wayfinding Financial
Washington
$79K +$79K +117 New