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
HCM
1751
Hodges Capital Management
Texas
$221K
DA
1752
Detalus Advisors
Missouri
$220K
PA
1753
Planning Alternatives
Michigan
$219K
GCP
1754
GSA Capital Partners
United Kingdom
$218K
FCMA
1755
Foresight Capital Management Advisors
Michigan
$217K
SCM
1756
Stevens Capital Management
Pennsylvania
$215K
PWM
1757
Paulson Wealth Management
Illinois
$215K
EHC
1758
Everett Harris & Co
California
$215K
BFG
1759
Bouchey Financial Group
New York
$214K
FF
1760
Francis Financial
$214K
OWA
1761
Octavia Wealth Advisors
Ohio
$213K
SPI
1762
Sutton Place Investors
New York
$213K
AWP
1763
Astra Wealth Partners
New Jersey
$213K
SL
1764
Summitry LLC
California
$212K
SWA
1765
SOA Wealth Advisors
New York
$211K
CWA
1766
Canvas Wealth Advisors
Kansas
$209K
MM
1767
Meridian Management
Arkansas
$209K
MAG
1768
M3 Advisory Group
Massachusetts
$209K
WBC
1769
West Branch Capital
Massachusetts
$208K
BSAM
1770
Blue Square Asset Management
New York
$208K
DCM
1771
Donaldson Capital Management
Indiana
$208K
CPW
1772
Cogent Private Wealth
Florida
$208K
EMC
1773
Everest Management Corp
California
$208K
SF
1774
Symphony Financial
Texas
$207K
AW
1775
Alteri Wealth
California
$206K