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
NSIM
1951
North Star Investment Management
Illinois
$25K
HFS
1952
Horizon Financial Services
North Carolina
$25K
IWS
1953
Intentional Wealth Strategies
Colorado
$25K
CNBTD
1954
Citizens National Bank Trust Department
Mississippi
$23.6K
HNW
1955
High Note Wealth
Minnesota
$22.1K
SIM
1956
Synergy Investment Management
Florida
$22.1K
OAJ
1957
Ogorek Anthony Joseph
New York
$22K
FP
1958
Financial Perspectives
Minnesota
$20.7K
HIMS
1959
Hager Investment Management Services
New Hampshire
$20.6K
GWP
1960
Gen-Wealth Partners
Michigan
$20.6K
LB
1961
Legacy Bridge
Iowa
$19.1K
AS
1962
Altshuler Shaham
Israel
$19.1K
RWM
1963
RMG Wealth Management
Wisconsin
$18.5K
GSWM
1964
Golden State Wealth Management
California
$17.7K
CTWM
1965
Cherry Tree Wealth Management
Minnesota
$17.7K
CVM
1966
Cheviot Value Management
California
$16.2K
BFS
1967
Bare Financial Services
Pennsylvania
$16.2K
BCH
1968
Berkshire Capital Holdings
California
$14.7K
CWA
1969
Carolina Wealth Advisors
South Carolina
$14.7K
VWM
1970
Vermillion Wealth Management
Minnesota
$14.7K
KFG
1971
Kingdom Financial Group
Arizona
$13.3K
LAS
1972
Lloyd Advisory Services
Georgia
$13.3K
CFG
1973
Clayton Financial Group
Missouri
$13.3K
ATC
1974
Adirondack Trust Company
New York
$13.3K
GG
1975
Gleason Group
Kentucky
$11.8K