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Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Net new
positions 		New positions Closed positions Return since
30 Jun ‘25
526
24 99 75 63.1%
527
24 79 55 28%
528
24 106 82 1.82%
LPLA icon
529
LPL Financial
LPLA
$23.6B
24 127 103 21.5%
530
24 150 126 41.6%
531
24 103 79 65.5%
532
24 98 74 22.9%
533
24 75 51 24.6%
534
24 84 60 32.8%
535
24 82 58 18.6%
BAM icon
536
Brookfield Asset Management
BAM
$72.5B
24 83 59 17.9%
537
24 91 67 1.79%
538
24 80 56 64%
539
24 72 48 52.3%
540
24 62 38 25.8%
541
24 72 48 46%
542
24 57 33 405%
543
24 38 14 0.31%
544
23 217 194 45.3%
545
23 173 150 5.62%
546
23 120 97 8%
547
23 116 93 30.5%
548
23 81 58 1.31%
549
23 107 84 22%
550
23 59 36 14.4%
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