2,047 hedge funds and large institutions have $168B invested in KLA in 2026 Q1 according to their latest regulatory filings, with 284 funds opening new positions, 659 increasing their positions, 819 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%)

20% less repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 819

39% less call options, than puts

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

Holders
2,047
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
VWM
1976
Vermillion Wealth Management
Minnesota
$14.7K
LAS
1977
Lloyd Advisory Services
Georgia
$13.3K
KFG
1978
Kingdom Financial Group
Arizona
$13.3K
CFG
1979
Clayton Financial Group
Missouri
$13.3K
ATC
1980
Adirondack Trust Company
New York
$13.3K
GG
1981
Gleason Group
Kentucky
$11.8K
CFD
1982
Creative Financial Designs
Indiana
$11.8K
FCAS
1983
First Command Advisory Services
Texas
$11.8K
BW
1984
Bravera Wealth
North Dakota
$11.8K
BOJHT
1985
Bank of Jackson Hole Trust
Wyoming
$11.8K
VWA
1986
VSM Wealth Advisory
Maryland
$11.8K
HFS
1987
Hughes Financial Services
Virginia
$11.8K
UFPG
1988
United Financial Planning Group
New York
$11.8K
NB
1989
NBT Bank
New York
$11.8K
IA
1990
IFG Advisory
Georgia
$11.8K
TVWM
1991
Tower View Wealth Management
Wisconsin
$10.4K
ISWM
1992
Intesa Sanpaolo Wealth Management
$10.3K
SRCM
1993
Signature Resources Capital Management
California
$10.3K
CWP
1994
Clark Wealth Partners
Illinois
$10.3K
PWA
1995
Portus Wealth Advisors
North Carolina
$10.3K
CWM
1996
Cranbrook Wealth Management
Michigan
$8.84K
PWMG
1997
Private Wealth Management Group
New Jersey
$8.84K
SWP
1998
Strategic Wealth Partners
Ohio
$8.29K
SWA
1999
Strategic Wealth Advisors
Arizona
$8K
ACA
2000
American Capital Advisory
Idaho
$7.36K