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
BL
2001
BFSG LLC
California
$7.36K
WB
2002
Webster Bank
Connecticut
$7.36K
KCM
2003
Key Capital Management
Tennessee
$7.36K
BH
2004
Burk Holdings
Oklahoma
$7.36K
FMTCOCP
2005
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
RBC
2006
Roble Belko & Company
Pennsylvania
$6K
BFPW
2007
BOK Financial Private Wealth
Colorado
$5.89K
SA
2008
Strategic Advocates
Utah
$5.89K
HIA
2009
HFM Investment Advisors
New Jersey
$5.89K
AAG
2010
Armstrong Advisory Group
Massachusetts
$5.89K
MHR
2011
Matthew Hamilton Rosenberg
$5.89K
FIM
2012
FWL Investment Management
Texas
$5.89K
Q1WB
2013
Quest 10 Wealth Builders
Virginia
$5.68K
GGI
2014
Godsey & Gibb Inc
Virginia
$4.42K
W
2015
WealthCollab
Washington
$4.42K
CIAS
2016
CBIZ Investment Advisory Services
Ohio
$4.42K
WA
2017
Walsh & Associates
Florida
$4.42K
AP
2018
Aspect Partners
Virginia
$4.42K
GAG
2019
Goodman Advisory Group
Massachusetts
$4.42K
TLFA
2020
True Link Financial Advisors
California
$4.42K
SFG
2021
Strive Financial Group
Indiana
$4K
SHIM
2022
Stone House Investment Management
Pennsylvania
$2.94K
MAS
2023
MPWM Advisory Solutions
Georgia
$2.94K
DF
2024
DecisionPoint Financial
Arizona
$2.94K
JFA
2025
JNBA Financial Advisors
Minnesota
$2.94K