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
TCA
2026
Trifecta Capital Advisors
Illinois
$2.94K
IW
2027
Imprint Wealth
South Carolina
$2.94K
SA
2028
Seneschal Advisors
Washington
$2.94K
CTB
2029
Country Trust Bank
Illinois
$2.94K
BWM
2030
Benson Wealth Management
Tennessee
$2.94K
WA
2031
WestEnd Advisors
North Carolina
$2.94K
MCRM
2032
Midway Capital Research & Management
Illinois
$2.94K
PSFG
2033
Park Square Financial Group
Georgia
$2.94K
IPS
2034
Investors Portfolio Services
Washington
$1.86K
PS
2035
PayPay Securities
Japan
$1.74K
AIM
2036
Arcadia Investment Management
Michigan
$1.47K
NWS
2037
Nvest Wealth Strategies
Ohio
$1.47K
3FI
2038
3 Factor Indexing
California
$1.47K
AF
2039
Alerus Financial
North Dakota
$1.47K
IAS
2040
IMA Advisory Services
Colorado
$1.47K
DCM
2041
Davis Capital Management
Florida
$1.47K
MWC
2042
MBM Wealth Consultants
Missouri
$1.47K
MWM
2043
Mascoma Wealth Management
New Hampshire
$1.47K
CW
2044
Curio Wealth
Maryland
$1.47K
PIS
2045
POM Investment Strategies
North Carolina
$1.47K
WCM
2046
Winthrop Capital Management
Indiana
$1K
LA
2047
LM Advisors
California
$285
Norges Bank
2048
Norges Bank
Norway
Holocene Advisors
2049
Holocene Advisors
New York
ACM
2050
Analog Century Management
New York