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2,061 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, 663 increasing their positions, 825 reducing their positions, and 96 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:

20% less repeat investments, than reductions

Existing positions increased: 663 | Existing positions reduced: 825

25.39% less ownership

Funds ownership: 898.96%873.58% (-25%)

39% less call options, than puts

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

Holders
2,061
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
FP
1976
Financial Perspectives
Minnesota
$20.7K
HIMS
1977
Hager Investment Management Services
New Hampshire
$20.6K
GWP
1978
Gen-Wealth Partners
Michigan
$20.6K
LB
1979
Legacy Bridge
Iowa
$19.1K
AS
1980
Altshuler Shaham
Israel
$19.1K
RWM
1981
RMG Wealth Management
Wisconsin
$18.5K
GSWM
1982
Golden State Wealth Management
California
$17.7K
CTWM
1983
Cherry Tree Wealth Management
Minnesota
$17.7K
CVM
1984
Cheviot Value Management
California
$16.2K
BFS
1985
Bare Financial Services
Pennsylvania
$16.2K
BCH
1986
Berkshire Capital Holdings
California
$14.7K
CWA
1987
Carolina Wealth Advisors
South Carolina
$14.7K
VWM
1988
Vermillion Wealth Management
Minnesota
$14.7K
KFG
1989
Kingdom Financial Group
Arizona
$13.3K
LAS
1990
Lloyd Advisory Services
Georgia
$13.3K
CFG
1991
Clayton Financial Group
Missouri
$13.3K
TBFA
1992
Three Bearings Fiduciary Advisors
New Hampshire
$13.3K
ATC
1993
Adirondack Trust Company
New York
$13.3K
GG
1994
Gleason Group
Kentucky
$11.8K
ADL
1995
Asset Dedication LLC
California
$11.8K
CFD
1996
Creative Financial Designs
Indiana
$11.8K
BOJHT
1997
Bank of Jackson Hole Trust
Wyoming
$11.8K
BW
1998
Bravera Wealth
North Dakota
$11.8K
FCAS
1999
First Command Advisory Services
Texas
$11.8K
VWA
2000
VSM Wealth Advisory
Maryland
$11.8K