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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
HFS
2001
Hughes Financial Services
Virginia
$11.8K
UFPG
2002
United Financial Planning Group
New York
$11.8K
IA
2003
IFG Advisory
Georgia
$11.8K
NB
2004
NBT Bank
New York
$11.8K
TVWM
2005
Tower View Wealth Management
Wisconsin
$10.4K
CWP
2006
Clark Wealth Partners
Illinois
$10.3K
ISWM
2007
Intesa Sanpaolo Wealth Management
$10.3K
SRCM
2008
Signature Resources Capital Management
California
$10.3K
PWA
2009
Portus Wealth Advisors
North Carolina
$10.3K
CWM
2010
Cranbrook Wealth Management
Michigan
$8.84K
PWMG
2011
Private Wealth Management Group
New Jersey
$8.84K
SWP
2012
Strategic Wealth Partners
Ohio
$8.29K
SWA
2013
Strategic Wealth Advisors
Arizona
$8K
ACA
2014
American Capital Advisory
Idaho
$7.36K
BL
2015
BFSG LLC
California
$7.36K
KCM
2016
Key Capital Management
Tennessee
$7.36K
WB
2017
Webster Bank
Connecticut
$7.36K
BH
2018
Burk Holdings
Oklahoma
$7.36K
FMTCOCP
2019
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
RBC
2020
Roble Belko & Company
Pennsylvania
$6K
BFPW
2021
BOK Financial Private Wealth
Colorado
$5.89K
SA
2022
Strategic Advocates
Utah
$5.89K
HIA
2023
HFM Investment Advisors
New Jersey
$5.89K
AAG
2024
Armstrong Advisory Group
Massachusetts
$5.89K
MHR
2025
Matthew Hamilton Rosenberg
$5.89K