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
LD
1451
Lipe & Dalton
New York
$442K
SSC
1452
Syverson Strege & Co
Iowa
$442K
HFAS
1453
Hummer Financial Advisory Services
Illinois
$442K
WF
1454
Welch & Forbes
Massachusetts
$442K
PWP
1455
Private Wealth Partners
California
$442K
AWM
1456
Aviso Wealth Management
Washington
$442K
CCC
1457
Compass Capital Corp
Massachusetts
$442K
PCH
1458
PGIM Custom Harvest
New Jersey
$441K
BMO
1459
Beck Mack & Oliver
New York
$440K
NI
1460
Natural Investments
California
$439K
IA
1461
IFC Advisors
California
$439K
MWP
1462
Meriwether Wealth & Planning
Louisiana
$439K
RYIA
1463
Roehl & Yi Investment Advisors
Oregon
$436K
LNB
1464
Ledyard National Bank
$434K
LSA
1465
Lansing Street Advisors
Pennsylvania
$434K
CPA
1466
Capital Performance Advisors
California
$433K
GSIS
1467
Global Strategic Investment Solutions
Arizona
$432K
WHCI
1468
W.H. Cornerstone Investments
Massachusetts
$431K
Fayez Sarofim & Co
1469
Fayez Sarofim & Co
Texas
$430K
AIA
1470
AssuredPartners Investment Advisors
Florida
$430K
DAC
1471
Dutch Asset Corp
New York
$429K
BPC
1472
Banque Pictet & Cie
Switzerland
$428K
PMAM
1473
Picton Mahoney Asset Management
Ontario, Canada
$428K
DF
1474
Dunhill Financial
United Kingdom
$425K
HCM
1475
Howland Capital Management
Massachusetts
$424K