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
CFD
1976
Creative Financial Designs
Indiana
$11.8K
VWA
1977
VSM Wealth Advisory
Maryland
$11.8K
BW
1978
Bravera Wealth
North Dakota
$11.8K
FCAS
1979
First Command Advisory Services
Texas
$11.8K
BOJHT
1980
Bank of Jackson Hole Trust
Wyoming
$11.8K
HFS
1981
Hughes Financial Services
Virginia
$11.8K
UFPG
1982
United Financial Planning Group
New York
$11.8K
IA
1983
IFG Advisory
Georgia
$11.8K
NB
1984
NBT Bank
New York
$11.8K
TVWM
1985
Tower View Wealth Management
Wisconsin
$10.4K
SRCM
1986
Signature Resources Capital Management
California
$10.3K
ISWM
1987
Intesa Sanpaolo Wealth Management
$10.3K
CWP
1988
Clark Wealth Partners
Illinois
$10.3K
PWA
1989
Portus Wealth Advisors
North Carolina
$10.3K
CWM
1990
Cranbrook Wealth Management
Michigan
$8.84K
PWMG
1991
Private Wealth Management Group
New Jersey
$8.84K
SWP
1992
Strategic Wealth Partners
Ohio
$8.29K
SWA
1993
Strategic Wealth Advisors
Arizona
$8K
ACA
1994
American Capital Advisory
Idaho
$7.36K
BL
1995
BFSG LLC
California
$7.36K
KCM
1996
Key Capital Management
Tennessee
$7.36K
WB
1997
Webster Bank
Connecticut
$7.36K
BH
1998
Burk Holdings
Oklahoma
$7.36K
FMTCOCP
1999
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
RBC
2000
Roble Belko & Company
Pennsylvania
$6K