2,041 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, 815 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:

2.64% less ownership

Funds ownership: 89.88%87.24% (-2.6%)

19% less repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 815

39% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $2.57B

Holders
2,041
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
SC
1926
Steph & Co
Wisconsin
$36.8K
BW
1927
Basepoint Wealth
Iowa
$35.8K
AAG
1928
Accordant Advisory Group
Maryland
$33.9K
PAI
1929
Pittenger & Anderson Inc
Nebraska
$32.4K
BSB
1930
Bangor Savings Bank
Maine
$32.4K
CAC
1931
Core Alternative Capital
Georgia
$30.9K
CTC
1932
Cetera Trust Company
Minnesota
$30.9K
T
1933
Tidemark
California
$30.9K
KTC
1934
Kentucky Trust Company
Kentucky
$30.9K
FGAM
1935
Financial Gravity Asset Management
Texas
$30.9K
T
1936
Transce3nd
Texas
$30.9K
WIM
1937
Westside Investment Management
California
$30.2K
CFM
1938
Cornerstone Financial Management
Massachusetts
$29.4K
NWM
1939
Nova Wealth Management
Florida
$28.2K
TM
1940
Torren Management
California
$28K
TFM
1941
TFC Financial Management
Massachusetts
$28K
AF
1942
Advisornet Financial
Minnesota
$28K
OWA
1943
Opal Wealth Advisors
New York
$28K
BHWM
1944
Bay Harbor Wealth Management
Maryland
$28K
SG
1945
Sankala Group
Colorado
$28K
MAM
1946
Marquette Asset Management
Minnesota
$26.5K
FMP
1947
Financial Management Professionals
Texas
$26.5K
GEA
1948
Glen Eagle Advisors
New Jersey
$25.2K
MTIC
1949
Missouri Trust & Investment Company
Missouri
$25K
KG
1950
Kilter Group
New York
$25K