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
PAS
1651
Parsonex Advisory Services
Colorado
$275K
MWA
1652
Motive Wealth Advisors
Michigan
$275K
NA
1653
Nottingham Advisors
New York
$275K
DLA
1654
Douglas Lane & Associates
New York
$275K
AM
1655
Atwater Malick
Pennsylvania
$274K
DWS
1656
Dynamic Wealth Strategies
California
$274K
CPW
1657
Crestmont Private Wealth
Texas
$274K
SCM
1658
Schnieders Capital Management
California
$272K
CS
1659
Cannell & Spears
New York
$271K
WJA
1660
Willis Johnson & Associates
Texas
$270K
WMA
1661
Wealth Management Associates
New Jersey
$269K
FWCM
1662
Ferguson Wellman Capital Management
Oregon
$269K
FAM
1663
Flaharty Asset Management
Florida
$269K
ICP
1664
Impact Capital Partners
Colorado
$268K
SMA
1665
Seven Mile Advisory
New Jersey
$268K
JWBC
1666
John W. Bristol & Co
New York
$268K
FFA
1667
Fi3 Financial Advisors
Indiana
$265K
BHCL
1668
Bull Harbor Capital LLC
Maryland
$265K
SP
1669
Stonebrook Private
Michigan
$262K
RF
1670
RHS Financial
California
$262K
XF
1671
XML Financial
Maryland
$262K
CP
1672
Canopy Partners
Ohio
$262K
MSR
1673
Main Street Research
Connecticut
$261K
PAW
1674
Plan A Wealth
Nebraska
$259K
Members Trust
1675
Members Trust
Florida
$259K