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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 Sep ‘21
AMZN icon
1
Amazon
AMZN
$2.83T
898 2,015 1,117 59.8%
CRM icon
2
Salesforce
CRM
$189B
678 1,205 527 15.5%
ADI icon
3
Analog Devices
ADI
$197B
499 711 212 143%
ABBV icon
4
AbbVie
ABBV
$489B
478 1,348 870 156%
V icon
5
Visa
V
$724B
423 1,497 1,074 73%
VEA icon
6
Vanguard FTSE Developed Markets ETF
VEA
$230B
423 852 429 39.3%
UNH icon
7
UnitedHealth
UNH
$340B
423 1,257 834 2.93%
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$190B
368 713 345 30%
TIP icon
9
iShares TIPS Bond ETF
TIP
$14.2B
354 618 264 18.2%
CMCSA icon
10
Comcast
CMCSA
$73.3B
337 1,104 767 63.1%
DIS icon
11
Walt Disney
DIS
$187B
328 1,445 1,117 36.1%
VWO icon
12
Vanguard FTSE Emerging Markets ETF
VWO
$126B
327 880 553 19.5%
QCOM icon
13
Qualcomm
QCOM
$187B
323 997 674 36.1%
IJR icon
14
iShares Core S&P Small-Cap ETF
IJR
$104B
310 890 580 26%
QQQ icon
15
Invesco QQQ Trust
QQQ
$507B
303 918 615 110%
VB icon
16
Vanguard Morningstar Small-Cap ETF
VB
$78.1B
301 687 386 32.4%
TSLA icon
17
Tesla
TSLA
$1.51T
300 960 660 48.1%
LMT icon
18
Lockheed Martin
LMT
$118B
295 917 622 47.7%
WMT icon
19
Walmart Inc
WMT
$883B
293 1,175 882 140%
VO icon
20
Vanguard Morningstar Mid-Cap ETF
VO
$106B
293 640 347 37.1%
VOO icon
21
Vanguard S&P 500 ETF
VOO
$1.06T
292 839 547 81.4%
SCHD icon
22
Schwab US Dividend Equity ETF
SCHD
$110B
291 515 224 33.5%
AVGO icon
23
Broadcom
AVGO
$1.73T
288 845 557 646%
JPM icon
24
JPMorgan Chase
JPM
$885B
281 1,510 1,229 103%
VCSH icon
25
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.2B
274 577 303 6.2%
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