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Stocks With The Most
Increased Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net increased
positions 		Increased positions Reduced positions Return since
31 Mar ‘25
MORN icon
101
Morningstar
MORN
$7.48B
60 192 132 33.5%
MC icon
102
Moelis & Co
MC
$4.89B
60 160 100 13%
RECS icon
103
Columbia Research Enhanced Core ETF
RECS
$6.04B
60 75 15 36.2%
BOND icon
104
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.46B
60 202 142 2.11%
HQY icon
105
HealthEquity
HQY
$8.88B
59 199 140 20.1%
JMBS icon
106
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.74B
59 119 60 1.9%
NN icon
107
NextNav
NN
$2.07B
58 84 26 24.7%
XYLD icon
108
Global X S&P 500 Covered Call ETF
XYLD
$3.28B
58 124 66 5.32%
REXR icon
109
Rexford Industrial Realty
REXR
$8.11B
58 179 121 7.05%
POR icon
110
Portland General Electric
POR
$5.66B
58 200 142 7.87%
CCC
111
CCC Intelligent Solutions
CCC
$4.08B
58 144 86 23.4%
BKLN icon
112
Invesco Senior Loan ETF
BKLN
$6.74B
57 214 157 0.92%
UPST icon
113
Upstart Holdings
UPST
$2.88B
57 157 100 35.7%
DBEF icon
114
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.41B
57 153 96 30.1%
UFPI icon
115
UFP Industries
UFPI
$5.05B
56 191 135 14.5%
APLD icon
116
Applied Digital
APLD
$8.5B
56 104 48 425%
XMMO icon
117
Invesco S&P MidCap Momentum ETF
XMMO
$7.55B
56 153 97 42.3%
ALHC icon
118
Alignment Healthcare
ALHC
$2.76B
56 97 41 28.5%
MARA icon
119
Marathon Digital Holdings
MARA
$3.75B
56 150 94 15.6%
IDYA icon
120
IDEAYA Biosciences
IDYA
$3.54B
55 104 49 124%
TOTL icon
121
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.99B
55 168 113 3.75%
PTY icon
122
PIMCO Corporate & Income Opportunity Fund
PTY
$2.52B
55 91 36 17.8%
HLNE icon
123
Hamilton Lane
HLNE
$5.69B
55 155 100 30.5%
BEAM icon
124
Beam Therapeutics
BEAM
$2.77B
55 102 47 37.2%
LYFT icon
125
Lyft
LYFT
$6.72B
55 177 122 49.5%
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