1,530 hedge funds and large institutions have $87B invested in KLA in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 588 increasing their positions, 572 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
+9
Holders Change %
+0.59%
% of All Funds
22.13%
Holding in Top 10
44
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-29.03%
% of All Funds
0.64%
New
143
Increased
588
Reduced
572
Closed
114
Calls
$714M
Puts
$978M
Net Calls
-$264M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1401
Centerpoint Advisors
Massachusetts
$50K
QL
1402
Quarry LP
New York
$48K -$33.3K -43 -41%
DCP
1403
DSM Capital Partners
Florida
$47.2K
AA
1404
Addison Advisors
Vermont
$46.5K
CIAS
1405
CBIZ Investment Advisory Services
Ohio
$45K
OA
1406
Operose Advisors
Wisconsin
$43.4K
CTA
1407
Colonial Trust Advisors
South Carolina
$42.6K
1IA
1408
1620 Investment Advisors
Massachusetts
$42.5K +$1.55K +2 +4%
CIA
1409
Cape Investment Advisory
Georgia
$40.3K +$1.55K +2 +4%
GCM
1410
Gables Capital Management
Florida
$39.5K -$7.74K -10 -16%
PPA
1411
Painted Porch Advisors
California
$38.7K -$64.3K -83 -62%
WTA
1412
Washington Trust Advisors
Massachusetts
$38.7K
AF
1413
Advisornet Financial
Minnesota
$37.9K -$2.32K -3 -6%
CPA
1414
Capital Performance Advisors
California
$37.9K +$37.9K +49 New
PCWA
1415
Pacific Capital Wealth Advisors
California
$37.2K +$23.2K +30 +167%
AGWCA
1416
Annis Gardner Whiting Capital Advisors
Florida
$34.8K -$27.1K -35 -44%
FFA
1417
Frazier Financial Advisors
Ohio
$34.1K -$13.9K -18 -29%
ECM
1418
Estabrook Capital Management
New York
$34.1K
GFPC
1419
Global Financial Private Client
Florida
$34.1K +$31.8K +41 +1,367%
AWM
1420
Avior Wealth Management
Nebraska
$33.3K +$6.97K +9 +26%
OLVIG
1421
Oliver Lagore Vanvalin Investment Group
Michigan
$32.5K +$10.8K +14 +50%
GSEP
1422
Golden State Equity Partners
California
$32.5K -$194K -250 -86%
RTL
1423
Red Tortoise LLC
Georgia
$27.9K
CWC
1424
Carolinas Wealth Consulting
North Carolina
$27.9K +$774 +1 +3%
DPW
1425
DiNuzzo Private Wealth
Pennsylvania
$25.6K -$774 -1 -3%