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
GHAM
1501
Gilman Hill Asset Management
Connecticut
$399K
FIA
1502
Foundations Investment Advisors
Arizona
$399K
ST
1503
Spinnaker Trust
Maine
$398K
IFA
1504
Index Fund Advisors
California
$398K
B
1505
BetterWealth
California
$394K
CAM
1506
Claret Asset Management
Quebec, Canada
$391K
LA
1507
Latitude Advisors
Florida
$391K
MW
1508
MBL Wealth
North Carolina
$390K
BAM
1509
Boyar Asset Management
New York
$390K
OFAL
1510
Orographic Financial Advisors, LLC
Colorado
$390K
MA
1511
MONECO Advisors
Connecticut
$389K
UAG
1512
United Advisor Group
Ohio
$389K
CAWM
1513
Capital Advisors Wealth Management
Washington
$387K
LA
1514
Legacy Advisors
Pennsylvania
$386K
GFG
1515
Greystone Financial Group
Michigan
$386K
CIC
1516
Carnegie Investment Counsel
Ohio
$386K
SQA
1517
Simon Quick Advisors
New Jersey
$385K
BW
1518
Blalock Williams
Alabama
$384K
FGG
1519
Financial Guidance Group
Florida
$383K
GA
1520
Goldstein Advisors
Wisconsin
$383K
DWP
1521
Daymark Wealth Partners
Ohio
$380K
5NPW
1522
55 North Private Wealth
Florida
$380K
OL
1523
Odyssean LLC
Connecticut
$380K
LWAM
1524
Legacy Wealth Asset Management
Minnesota
$378K
BHPW
1525
Beverly Hills Private Wealth
California
$377K