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2,061 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, 663 increasing their positions, 825 reducing their positions, and 96 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:

20% less repeat investments, than reductions

Existing positions increased: 663 | Existing positions reduced: 825

25.39% less ownership

Funds ownership: 898.96%873.58% (-25%)

39% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $2.57B

Holders
2,061
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
HPM
1701
Hoxton Planning & Management
West Virginia
$252K
AWA
1702
Aletheian Wealth Advisors
Washington
$252K
CCG
1703
Cypress Capital Group
Florida
$252K
TWM
1704
Triton Wealth Management
Arizona
$251K
ARC
1705
Advisor Resource Council
Texas
$250K
AIFAIM
1706
American Institute for Advanced Investment Management
Arizona
$250K
WSCM
1707
Wellington Shields Capital Management
New York
$250K
SA
1708
Stewardship Advisors
Pennsylvania
$250K
RDWM
1709
Red Door Wealth Management
Tennessee
$249K
SP
1710
Symmetry Partners
Connecticut
$248K
VC
1711
Vicus Capital
Pennsylvania
$248K
CCFM
1712
Clear Creek Financial Management
Washington
$248K
GFWA
1713
Grey Fox Wealth Advisors
Delaware
$248K
WE
1714
Wealth Effects
Massachusetts
$247K
DBRC
1715
D.B. Root & Company
Pennsylvania
$247K
TAM
1716
Trillium Asset Management
Massachusetts
$247K
SPWG
1717
Syntegra Private Wealth Group
Missouri
$244K
HIM
1718
Hanlon Investment Management
New Jersey
$244K
SCP
1719
Sivia Capital Partners
California
$244K
RB
1720
Renasant Bank
Mississippi
$243K
PCM
1721
Park Capital Management
Wisconsin
$241K
GA
1722
Greenspring Advisors
Maryland
$240K
CCAL
1723
City Center Advisors LLC
Michigan
$240K
DAS
1724
DMKC Advisory Services
Iowa
$240K
CSIC
1725
Clifford Swan Investment Counsel
California
$240K