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
BFPW
2001
BOK Financial Private Wealth
Colorado
$5.89K
SA
2002
Strategic Advocates
Utah
$5.89K
HIA
2003
HFM Investment Advisors
New Jersey
$5.89K
AAG
2004
Armstrong Advisory Group
Massachusetts
$5.89K
MHR
2005
Matthew Hamilton Rosenberg
$5.89K
FIM
2006
FWL Investment Management
Texas
$5.89K
Q1WB
2007
Quest 10 Wealth Builders
Virginia
$5.68K
GGI
2008
Godsey & Gibb Inc
Virginia
$4.42K
W
2009
WealthCollab
Washington
$4.42K
CIAS
2010
CBIZ Investment Advisory Services
Ohio
$4.42K
WA
2011
Walsh & Associates
Florida
$4.42K
AP
2012
Aspect Partners
Virginia
$4.42K
GAG
2013
Goodman Advisory Group
Massachusetts
$4.42K
TLFA
2014
True Link Financial Advisors
California
$4.42K
SFG
2015
Strive Financial Group
Indiana
$4K
JFA
2016
JNBA Financial Advisors
Minnesota
$2.94K
TCA
2017
Trifecta Capital Advisors
Illinois
$2.94K
SHIM
2018
Stone House Investment Management
Pennsylvania
$2.94K
SA
2019
Seneschal Advisors
Washington
$2.94K
CTB
2020
Country Trust Bank
Illinois
$2.94K
BWM
2021
Benson Wealth Management
Tennessee
$2.94K
WA
2022
WestEnd Advisors
North Carolina
$2.94K
IW
2023
Imprint Wealth
South Carolina
$2.94K
MAS
2024
MPWM Advisory Solutions
Georgia
$2.94K
DF
2025
DecisionPoint Financial
Arizona
$2.94K