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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
30 Jun ‘22
WPC icon
51
W.P. Carey
WPC
$14.4B
163 360 197 21.9%
KMI icon
52
Kinder Morgan
KMI
$72.3B
158 583 425 93.9%
LMT icon
53
Lockheed Martin
LMT
$118B
153 936 783 18.5%
XLU icon
54
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
151 453 302 18.1%
CRWD icon
55
CrowdStrike
CRWD
$282B
151 469 318 553%
CCI icon
56
Crown Castle
CCI
$33.9B
149 594 445 52.7%
VB icon
57
Vanguard Morningstar Small-Cap ETF
VB
$78.1B
147 697 550 64.4%
PEP icon
58
PepsiCo
PEP
$172B
146 1,309 1,163 24.4%
IJS icon
59
iShares S&P Small-Cap 600 Value ETF
IJS
$7.66B
144 326 182 45%
SO icon
60
Southern Company
SO
$99.1B
143 705 562 20.8%
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.1T
143 1,421 1,278 88.9%
PFE icon
62
Pfizer
PFE
$161B
141 1,404 1,263 46.1%
TFC icon
63
Truist Financial
TFC
$56.3B
140 639 499 2.78%
STIP icon
64
iShares 0-5 Year TIPS Bond ETF
STIP
$16.4B
137 284 147 1.28%
TROW icon
65
T. Rowe Price
TROW
$22.4B
137 468 331 7.44%
SCHW icon
66
Charles Schwab
SCHW
$167B
135 644 509 53.1%
DVY icon
67
iShares Select Dividend ETF
DVY
$22.5B
135 453 318 31.2%
U icon
68
Unity
U
$20.6B
135 237 102 27.3%
ENB icon
69
Enbridge
ENB
$104B
135 494 359 10.3%
VIG icon
70
Vanguard Dividend Appreciation ETF
VIG
$111B
134 715 581 66.6%
EFV icon
71
iShares MSCI EAFE Value ETF
EFV
$30.4B
134 345 211 80.2%
IJR icon
72
iShares Core S&P Small-Cap ETF
IJR
$104B
133 902 769 48.8%
PSX icon
73
Phillips 66
PSX
$111B
131 595 464 239%
NOW icon
74
ServiceNow
NOW
$146B
130 594 464 48.1%
DASH icon
75
DoorDash
DASH
$85.1B
130 195 65 206%
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