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
JF
1476
JMN Financial
Ohio
$423K
GM
1477
GeoWealth Management
Illinois
$422K
SWM
1478
Segment Wealth Management
Texas
$421K
OWP
1479
ORG Wealth Partners
Texas
$420K
VFA
1480
Values First Advisors
Tennessee
$419K
TPBG
1481
Turning Point Benefit Group
Maryland
$418K
WFA
1482
Wellspring Financial Advisors
Ohio
$415K
GPW
1483
Genesis Private Wealth
Virginia
$415K
CIS
1484
Custom Index Systems
New York
$414K
BWM
1485
Brickley Wealth Management
California
$412K
MMCM
1486
Murphy & Mullick Capital Management
New York
$411K
PA
1487
Probity Advisors
Texas
$409K
OCA
1488
OpenArc Corporate Advisory
Georgia
$409K
NL
1489
NWAM LLC
Washington
$408K
VHAM
1490
Van Hulzen Asset Management
California
$408K
SGFG
1491
Silver Grove Financial Group
New York
$406K
GFP
1492
Gryphon Financial Partners
Ohio
$405K
MC
1493
Middleton & Co
Massachusetts
$405K
PCM
1494
Prelude Capital Management
New York
$403K
CCW
1495
Coastline Complete Wealth
South Carolina
$402K
FFC
1496
First Financial Corp
Indiana
$400K
GC
1497
GFG Capital
Florida
$400K
CWP
1498
Curated Wealth Partners
California
$400K
WAM
1499
Walker Asset Management
Missouri
$400K
BAS
1500
Breakthru Advisory Services
Wisconsin
$399K