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
GWAG
1426
Garrett Wealth Advisory Group
Texas
$462K
CIAS
1427
CFS Investment Advisory Services
New Jersey
$460K
MCWS
1428
McKinley Carter Wealth Services
West Virginia
$459K
CP
1429
Clarendon Private
Massachusetts
$459K
BFO
1430
Biltmore Family Office
North Carolina
$458K
VGDSS
1431
VUB Generali dochodkova spravcovska spolocnost
$458K
MWA
1432
Madson Wealth Advisors
California
$458K
EI
1433
EFG International
$458K
VC
1434
Veracity Capital
Georgia
$456K
EIG
1435
Ellenbecker Investment Group
Wisconsin
$456K
IDA
1436
Intelligence Driven Advisers
California
$455K
S
1437
Sunpointe
Missouri
$452K
FPWM
1438
FSB Premier Wealth Management
Iowa
$452K
OWM
1439
Opes Wealth Management
California
$451K
MCM
1440
Manchester Capital Management
Vermont
$449K
RI
1441
Ridgewood Investments
New Jersey
$449K
SW
1442
Solidarity Wealth
Utah
$446K
KFS
1443
Kelly Financial Services
Massachusetts
$446K
AWE
1444
Avidian Wealth Enterprises
Texas
$445K
WB
1445
WesBanco Bank
West Virginia
$445K
PCMC
1446
Paragon Capital Management (Colorado)
Colorado
$445K
QT
1447
Quantbot Technologies
New York
$445K
EWP
1448
Elevation Wealth Partners
California
$444K
SSCA
1449
South Shore Capital Advisors
Massachusetts
$443K
OA
1450
Oasis Advisors
Iowa
$442K