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
AC
1326
Apella Capital
Connecticut
$602K
OFS
1327
OneAscent Financial Services
Alabama
$601K
SI
1328
Stephens Inc
Arkansas
$601K
HAS
1329
HBW Advisory Services
California
$600K
BCM
1330
Brookstone Capital Management
Illinois
$600K
SEIA
1331
Signature Estate & Investment Advisors
California
$595K
LA
1332
LVW Advisors
New York
$595K
AWM
1333
Accurate Wealth Management
Florida
$591K
PIA
1334
Prakash Investment Advisors
Massachusetts
$589K
FBT
1335
First Bank & Trust
South Dakota
$582K
IIL
1336
Income Insurance Ltd
$580K
APP
1337
Avantax Planning Partners
Iowa
$580K
FOA
1338
Five Oceans Advisors
California
$579K
EFS
1339
Essex Financial Services
Connecticut
$578K
QP
1340
Quartz Partners
New York
$575K
AO
1341
Advisor OS
Illinois
$574K
CIM
1342
Cambria Investment Management
California
$573K
PWMG
1343
Prestige Wealth Management Group
New Jersey
$568K
AI
1344
AdvisorShares Investments
Maryland
$568K
FMI
1345
F/M Investments
District of Columbia
$567K
SIC
1346
Salem Investment Counselors
North Carolina
$567K
SW
1347
SVB Wealth
Massachusetts
$566K
BPW
1348
BlueDoor Private Wealth
Massachusetts
$565K
FCCM
1349
First City Capital Management
Georgia
$562K
OFO
1350
OneAscent Family Office
Alabama
$560K