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
TC
1901
Tacita Capital
Ontario, Canada
$48.6K
DPW
1902
DiNuzzo Private Wealth
Pennsylvania
$48.6K
IWM
1903
IMG Wealth Management
Florida
$48.6K
DJSG
1904
D.J. St. Germain
Massachusetts
$47.1K
PJC
1905
Phillip James Consulting
Minnesota
$47K
MCA
1906
Midwest Capital Advisors
Michigan
$45.6K
LFASL
1907
Lugano Financial Advisors SA (LFA)
Switzerland
$45.6K
WA
1908
Whipplewood Advisors
Colorado
$45.6K
CA
1909
Crewe Advisors
Utah
$44.2K
CMA
1910
Cedar Mountain Advisors
Oregon
$44.2K
AT
1911
Arlington Trust
Alabama
$44.2K
OA
1912
Operose Advisors
Wisconsin
$44.2K
HC
1913
Hurley Capital
New York
$43.3K
SR
1914
Syntax Research
Florida
$42.7K
DWM
1915
Dogwood Wealth Management
Kansas
$42.7K
VWA
1916
Valued Wealth Advisors
Utah
$41.3K
CCC
1917
Chelsea Counsel Company
California
$40.1K
PP
1918
PFS Partners
New Jersey
$39.2K
CJ
1919
Caitlin John
Michigan
$39.1K
LHEI
1920
Leo H. Evart Inc
California
$38.9K
BGAI
1921
Bruce G. Allen Investments
Colorado
$38.3K
CCMI
1922
Creative Capital Management Investments
California
$38.3K
BLC
1923
Brown, Lisle/Cummings
Rhode Island
$38.3K
WA
1924
Westfuller Advisors
New York
$37.2K
FC
1925
Financial Consulate
Maryland
$36.8K