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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
EFP
1751
EnRich Financial Partners
Wisconsin
$224K
GS
1752
GTS Securities
New York
$222K
GTWM
1753
Global Trust Wealth Management
Florida
$222K
LFP
1754
Lakeshore Financial Planning
Michigan
$222K
ML
1755
Mayport LLC
Massachusetts
$222K
WIM
1756
Warwick Investment Management
Texas
$222K
CC
1757
Clearwave Capital
California
$221K
SWM
1758
Steinberganna Wealth Management
New York
$221K
FSA
1759
Franklin Street Advisors
North Carolina
$221K
PW
1760
Potentia Wealth
California
$221K
ANC
1761
Ames National Corp
Iowa
$221K
CG
1762
Clifford Group
Massachusetts
$221K
OL
1763
one8zero8 LLC
North Carolina
$221K
WPA
1764
West Paces Advisors
Georgia
$221K
HCM
1765
Hodges Capital Management
Texas
$221K
DA
1766
Detalus Advisors
Missouri
$220K
PA
1767
Planning Alternatives
Michigan
$219K
GCP
1768
GSA Capital Partners
United Kingdom
$218K
FCMA
1769
Foresight Capital Management Advisors
Michigan
$217K
SCM
1770
Stevens Capital Management
Pennsylvania
$215K
EHC
1771
Everett Harris & Co
California
$215K
PWM
1772
Paulson Wealth Management
Illinois
$215K
BFG
1773
Bouchey Financial Group
New York
$214K
FF
1774
Francis Financial
$214K
OWA
1775
Octavia Wealth Advisors
Ohio
$213K