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
AWM
1601
Absher Wealth Management
North Carolina
$314K
MVF
1602
Markin Volterra Fund
New York
$311K
TBT
1603
Texas Bank & Trust
Texas
$311K
CA
1604
Cornerstone Advisory
Maryland
$311K
LWPC
1605
Legacy Wealth Partners (Colorado)
Colorado
$309K
HR
1606
Hardy Reed
Mississippi
$309K
QC
1607
Quantessence Capital
New York
$309K
GWM
1608
Greenline Wealth Management
Florida
$307K
TAM
1609
Titleist Asset Management
Texas
$307K
SCTC
1610
Sanibel Captiva Trust Company
Florida
$306K
EV
1611
EJMK Ventures
Illinois
$306K
IPW
1612
Inlet Private Wealth
Florida
$306K
BWM
1613
BlackDiamond Wealth Management
New York
$305K
CWA
1614
Centennial Wealth Advisory
Michigan
$305K
MAC
1615
Mason & Associates (California)
California
$304K
BAMG
1616
Brand Asset Management Group
Missouri
$303K
ESC
1617
Eurizon SLJ Capital
$303K
CAAS
1618
Capital Asset Advisory Services
Michigan
$301K
PMFA
1619
Plante Moran Financial Advisors
Michigan
$300K
TP
1620
TritonPoint Partners
Maryland
$300K
ZWA
1621
Zinnia Wealth Advisory
Florida
$299K
FFS
1622
Founders Financial Securities
Maryland
$297K
GWM
1623
Goldenstone Wealth Management
California
$297K
OCWP
1624
Owl Creek Wealth Partners
Colorado
$296K
OWM
1625
OneAscent Wealth Management
Alabama
$296K