1,521 hedge funds and large institutions have $96.7B invested in KLA in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 549 increasing their positions, 579 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+67
Holders Change %
+4.61%
% of All Funds
22.12%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.9%
New
174
Increased
549
Reduced
579
Closed
89
Calls
$923M
Puts
$995M
Net Calls
-$71.7M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
1401
Addison Advisors
Vermont
$49.5K +$8.25K +10 +20%
CIAS
1402
CBIZ Investment Advisory Services
Ohio
$47.9K
OA
1403
Operose Advisors
Wisconsin
$46.2K
CTA
1404
Colonial Trust Advisors
South Carolina
$45.3K -$825 -1 -2%
1IA
1405
1620 Investment Advisors
Massachusetts
$43.7K +$43.7K +53 New
AF
1406
Advisornet Financial
Minnesota
$42.9K +$19K +23 +79%
CIA
1407
Cape Investment Advisory
Georgia
$41.2K
WTA
1408
Washington Trust Advisors
Massachusetts
$41.2K
MB
1409
Mizuho Bank
Japan
$41.2K +$41.2K +50 New
ECM
1410
Estabrook Capital Management
New York
$36.3K
LWANC
1411
Laurel Wealth Advisors (North Carolina)
North Carolina
$33.8K
PAM
1412
Pinpoint Asset Management
Hong Kong
$31.3K +$31.3K +38 New
VAG
1413
VisionPoint Advisory Group
Texas
$30.5K +$10.7K +13 +54%
TFF
1414
The Family Firm
Maryland
$30.1K +$30.1K +37 New
RTL
1415
Red Tortoise LLC
Georgia
$29.7K
SWC
1416
Spectrum Wealth Counsel
Indiana
$28.9K
CWC
1417
Carolinas Wealth Consulting
North Carolina
$28.9K
QC
1418
Quent Capital
New York
$28.9K
DPW
1419
DiNuzzo Private Wealth
Pennsylvania
$28K +$1.65K +2 +6%
AWM
1420
Avior Wealth Management
Nebraska
$28K -$113K -137 -80%
CWM
1421
Cedar Wealth Management
California
$28K -$4.12K -5 -13%
SC
1422
SouthState Corp
Florida
$27.2K -$15.7K -19 -37%
TC
1423
Tacita Capital
Ontario, Canada
$27.2K
EPW
1424
Evergreen Private Wealth
Colorado
$26.4K -$56.9K -69 -68%
CMA
1425
Cedar Mountain Advisors
Oregon
$26.4K