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
TAM
1726
Tocqueville Asset Management
New York
$228K
HB
1727
Horizon Bancorp
Indiana
$228K
BCWM
1728
Bartlett & Co Wealth Management
Ohio
$228K
QFW
1729
QTR Family Wealth
Florida
$228K
BHWM
1730
Bar Harbor Wealth Management
New Hampshire
$227K
VAF
1731
Values Added Financial
District of Columbia
$227K
TM
1732
TigerOak Management
New Mexico
$227K
FFM
1733
Forum Financial Management
Illinois
$225K
SOAM
1734
SBI Okasan Asset Management
Japan
$224K
EFP
1735
EnRich Financial Partners
Wisconsin
$224K
CAM
1736
Carret Asset Management
New York
$224K
BW
1737
BXM Wealth
Colorado
$224K
GS
1738
GTS Securities
New York
$222K
GTWM
1739
Global Trust Wealth Management
Florida
$222K
WIM
1740
Warwick Investment Management
Texas
$222K
LFP
1741
Lakeshore Financial Planning
Michigan
$222K
ML
1742
Mayport LLC
Massachusetts
$222K
CC
1743
Clearwave Capital
California
$221K
SWM
1744
Steinberganna Wealth Management
New York
$221K
FSA
1745
Franklin Street Advisors
North Carolina
$221K
PW
1746
Potentia Wealth
California
$221K
ANC
1747
Ames National Corp
Iowa
$221K
CG
1748
Clifford Group
Massachusetts
$221K
WPA
1749
West Paces Advisors
Georgia
$221K
OL
1750
one8zero8 LLC
North Carolina
$221K