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 %
VWA
1401
Valued Wealth Advisors
Utah
$10.5K +$4.19K +6 +67%
SIC
1402
SJS Investment Consulting
Ohio
$9.78K
CCA
1403
Criterion Capital Advisors
Tennessee
$9.78K +$699 +1 +8%
RWA
1404
Redmont Wealth Advisors
Illinois
$9.78K +$9.78K +14 New
FP
1405
Financial Perspectives
Minnesota
$9.66K
CTWM
1406
Cherry Tree Wealth Management
Minnesota
$8.38K
SL
1407
Salomon & Ludwin
Virginia
$8.38K
EBA
1408
Eagle Bay Advisors
New York
$8.38K
BCMLT
1409
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.38K +$8.38K +12 New
AFWM
1410
Abich Financial Wealth Management
Virginia
$8.38K +$8.38K +12 New
OLVIG
1411
Oliver Lagore Vanvalin Investment Group
Michigan
$7.68K
BCH
1412
Berkshire Capital Holdings
California
$6.99K
LF
1413
LifeSteps Financial
California
$6.99K +$6.99K +10 New
ATC
1414
Adirondack Trust Company
New York
$6.99K
PWMG
1415
Private Wealth Management Group
New Jersey
$6.29K -$699 -1 -10%
AT
1416
Arlington Trust
Alabama
$6.29K -$2.1K -3 -25%
PCWA
1417
Pacific Capital Wealth Advisors
California
$6.29K +$6.29K +9 New
TVWM
1418
Tower View Wealth Management
Wisconsin
$4.89K
TFA
1419
Toth Financial Advisory
Virginia
$4.19K
RAM
1420
Riggs Asset Management
Pennsylvania
$4.19K +$4.19K +6 New
NSIM
1421
North Star Investment Management
Illinois
$4.19K
TIM
1422
Tortoise Investment Management
New York
$4.19K
IHWM
1423
Iron Horse Wealth Management
Iowa
$4.19K
MTIC
1424
Missouri Trust & Investment Company
Missouri
$4.19K
CSWM
1425
Cassady Schiller Wealth Management
Ohio
$4.19K +$4.19K +6 New