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
SEP
1526
Signature Equity Partners
Ohio
$375K
PWP
1527
Phillips Wealth Planners
Mississippi
$375K
WP
1528
Westmount Partners
California
$374K
WFI
1529
West Family Investments
California
$374K
VNT
1530
Vanguard National Trust
Pennsylvania
$374K
LI
1531
Louisbourg Investments
New Brunswick, Canada
$373K
CPWM
1532
Cypress Point Wealth Management
Texas
$371K
FWI
1533
Facet Wealth Inc
Maryland
$371K
TSS
1534
Two Sigma Securities
New York
$371K
BFA
1535
Bill Few Associates
Pennsylvania
$370K
WCFA
1536
Walkner Condon Financial Advisors
Wisconsin
$370K
MCM
1537
Militia Capital Management
Texas
$370K
PDL
1538
Portfolio Design Labs
California
$368K
IP
1539
Investment Partners
Ohio
$368K
BFA
1540
Bragg Financial Advisors
North Carolina
$368K
AF
1541
AGP Franklin
Tennessee
$368K
KV
1542
Kickstand Ventures
New York
$367K
SCM
1543
Stonehearth Capital Management
Massachusetts
$364K
PWAM
1544
Private Wealth Asset Management
Iowa
$364K
EGWAG
1545
Elwood & Goetz Wealth Advisory Group
Georgia
$363K
BFA
1546
Brown Financial Advisors
Ohio
$362K
WETS
1547
Wealth Enhancement Trust Services
South Dakota
$362K
MA
1548
Montag & Associates
Georgia
$358K
BDPWM
1549
Barnes Dennig Private Wealth Management
Ohio
$356K
OCPWS
1550
One Charles Private Wealth Services
Massachusetts
$356K