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 %
CWM
1451
Cedar Wealth Management
California
$17K -$9.29K -12 -35%
HPC
1452
HM Payson & Co
Maine
$16.3K -$774 -1 -5%
CTC
1453
Cetera Trust Company
Minnesota
$16.3K
WWP
1454
WR Wealth Planners
Missouri
$16.3K +$1.55K +2 +11%
CPG
1455
Cornerstone Planning Group
New Jersey
$16K -$7.66K -11 -32%
AW
1456
Avion Wealth
Texas
$16K +$2.29K +3 +17%
CT
1457
Clearstead Trust
Maine
$15.5K
VWA
1458
Valued Wealth Advisors
Utah
$14.7K +$774 +1 +6%
T
1459
Tidemark
California
$13.9K
EBA
1460
Eagle Bay Advisors
New York
$13.9K +$2.32K +3 +20%
GEA
1461
Glen Eagle Advisors
New Jersey
$13.2K +$1.56K +2 +13%
Capstone Investment Advisors
1462
Capstone Investment Advisors
New York
$13.2K -$136K -175 -91%
HGA
1463
Hobbs Group Advisors
South Carolina
$13.2K +$13.2K +17 New
BHWM
1464
Beaird Harris Wealth Management
Texas
$12.4K -$774 -1 -6%
S
1465
Sachetta
Massachusetts
$12.4K -$774 -1 -6%
ME
1466
McIlrath & Eck
Washington
$12.4K
BCMLT
1467
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.4K +$1.55K +2 +14%
AT
1468
Arlington Trust
Alabama
$12.4K +$5.42K +7 +78%
FMP
1469
Financial Management Professionals
Texas
$12K
CFG
1470
Copley Financial Group
California
$11.6K +$11.6K +15 New
CCA
1471
Criterion Capital Advisors
Tennessee
$11.5K
SIC
1472
SJS Investment Consulting
Ohio
$10.8K
RWA
1473
Redmont Wealth Advisors
Illinois
$10.8K
FP
1474
Financial Perspectives
Minnesota
$10.7K
NAAA
1475
New Age Alpha Advisors
New York
$10.1K