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
CAS
2101
Coppell Advisory Solutions
Texas
VI
2102
Versor Investments
New York
CT
2103
Chicago Trust
Illinois
CWM
2104
Collaborative Wealth Management
Florida
SEEDPG
2105
S.E.E.D. Planning Group
New York
EGM
2106
Engineers Gate Manager
New York
FCM
2107
Fieldview Capital Management
Michigan
CPC
2108
CFC Planning Company
Indiana
IWN
2109
Independent Wealth Network
Iowa
TCM
2110
TABR Capital Management
California
LWP
2111
LeClair Wealth Partners
Ohio
JIR
2112
James Investment Research
Ohio
NHC
2113
Nicholas Hoffman & Company
Georgia
BGA
2114
Battery Global Advisors
Massachusetts
BIG
2115
Brookwood Investment Group
Arizona
AFC
2116
Avise Financial Cooperative
California
SAM
2117
Secure Asset Management
Michigan
GWMI
2118
Guardian Wealth Management (Illinois)
Illinois
JTWM
2119
Jackson Thornton Wealth Management
Alabama
VCMGDR
2120
Vinland Capital Management Gestora de Recursos
Brazil
TH
2121
TCTC Holdings
Texas
LWANC
2122
Laurel Wealth Advisors (North Carolina)
North Carolina
CIA
2123
Cape Investment Advisory
Georgia
FMII
2124
Farmers & Merchants Investments Inc
Nebraska
KBFS
2125
Kohmann Bosshard Financial Services
Ohio