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
WFA
1676
Websterrogers Financial Advisors
South Carolina
$258K
VVP
1677
Venture Visionary Partners
Ohio
$258K
AFA
1678
Amicus Financial Advisors
Texas
$256K
LFS
1679
Legacy Financial Strategies
Kansas
$255K
BFG
1680
Birch Financial Group
New Hampshire
$255K
GT
1681
Glenview Trust
Kentucky
$255K
PCM
1682
Polymer Capital Management
New York
$253K
ITG
1683
Index Technologies Group
New York
$253K
VFG
1684
Victory Financial Group
Texas
$253K
MAM
1685
Martingale Asset Management
Massachusetts
$252K
CIM
1686
Capital Investment Management
Missouri
$252K
HPM
1687
Hoxton Planning & Management
West Virginia
$252K
CCG
1688
Cypress Capital Group
Florida
$252K
AWA
1689
Aletheian Wealth Advisors
Washington
$252K
TWM
1690
Triton Wealth Management
Arizona
$251K
AIFAIM
1691
American Institute for Advanced Investment Management
Arizona
$250K
ARC
1692
Advisor Resource Council
Texas
$250K
WSCM
1693
Wellington Shields Capital Management
New York
$250K
SA
1694
Stewardship Advisors
Pennsylvania
$250K
RDWM
1695
Red Door Wealth Management
Tennessee
$249K
SP
1696
Symmetry Partners
Connecticut
$248K
VC
1697
Vicus Capital
Pennsylvania
$248K
CCFM
1698
Clear Creek Financial Management
Washington
$248K
GFWA
1699
Grey Fox Wealth Advisors
Delaware
$248K
WE
1700
Wealth Effects
Massachusetts
$247K