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 %
WTA
1401
Washington Trust Advisors
Massachusetts
$34K
1IA
1402
1620 Investment Advisors
Massachusetts
$32.5K -$4.74K -7 -13%
QL
1403
Quarry LP
New York
$30.6K -$63.2K -93 -67%
ECM
1404
Estabrook Capital Management
New York
$29.9K
AWM
1405
Activest Wealth Management
Florida
$28.6K +$27.9K +41 +4,100%
NRG
1406
Nemes Rush Group
Michigan
$27.9K
LWMI
1407
Legacy Wealth Management (Idaho)
Idaho
$27.2K
AGWCA
1408
Annis Gardner Whiting Capital Advisors
Florida
$25.2K
RTL
1409
Red Tortoise LLC
Georgia
$24.5K
CPG
1410
Cornerstone Planning Group
New Jersey
$23.7K +$11.2K +17 +89%
GSWM
1411
Golden State Wealth Management
California
$23.1K -$2.04K -3 -8%
FMP
1412
Financial Management Professionals
Texas
$23.1K +$18.4K +27 +386%
DPW
1413
DiNuzzo Private Wealth
Pennsylvania
$22.4K +$680 +1 +3%
TC
1414
Tacita Capital
Ontario, Canada
$22.4K
EPW
1415
Evergreen Private Wealth
Colorado
$21.8K
CPBTD
1416
Central Pacific Bank - Trust Division
Hawaii
$21.8K +$5.44K +8 +33%
DJSG
1417
D.J. St. Germain
Massachusetts
$21.8K +$5.44K +8 +33%
MCA
1418
Midwest Capital Advisors
Michigan
$21.1K
HC
1419
Hurley Capital
New York
$19.9K -$32.2K -47 -62%
SR
1420
Syntax Research
Florida
$19.7K
CTWM
1421
Cherry Tree Wealth Management
Minnesota
$19.7K
ME
1422
McIlrath & Eck
Washington
$19.7K +$8.84K +13 +81%
CWC
1423
Carolinas Wealth Consulting
North Carolina
$19K +$3.4K +5 +22%
PP
1424
PFS Partners
New Jersey
$18K
CCMI
1425
Creative Capital Management Investments
California
$17.7K -$680 -1 -4%