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
SWM
1776
Salvus Wealth Management
New Jersey
$206K
VCP
1777
Verus Capital Partners
Arizona
$206K
GKIM
1778
GW&K Investment Management
Massachusetts
$205K
WA
1779
Waystone Advisors
Washington
$205K
WMA
1780
West Michigan Advisors
Michigan
$205K
LWM
1781
LeConte Wealth Management
Tennessee
$205K
AAS
1782
Annex Advisory Services
Wisconsin
$205K
FNT
1783
First National Trust
Pennsylvania
$205K
SA
1784
Skyline Advisors
Washington
$204K
SIA
1785
Sit Investment Associates
Minnesota
$203K
VWM
1786
Vigilare Wealth Management
Arizona
$202K
NWM
1787
Northwest Wealth Management
Iowa
$202K
CG
1788
Clarus Group
Texas
$200K
QWM
1789
Quaker Wealth Management
New Jersey
$191K
WAG
1790
Wilkerson Advisory Group
Missouri
$190K
ORAM
1791
One River Asset Management
Connecticut
$188K
SN
1792
Sittner & Nelson
Oregon
$187K
TFA
1793
Transamerica Financial Advisors
Florida
$186K
HWA
1794
Heritage Wealth Advisors
Virginia
$184K
MSWM
1795
Mowery & Schoenfeld Wealth Management
Illinois
$180K
KFI
1796
Key Financial Inc
Pennsylvania
$180K
PB
1797
Pinnacle Bancorp
Nebraska
$178K
SAS
1798
Stelac Advisory Services
New York
$177K
AIM
1799
Anchor Investment Management
South Carolina
$177K
UCB
1800
United Community Bank
South Carolina
$174K