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Morningstar

300 hedge funds and large institutions have $4.84B invested in Morningstar in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 46 closing their positions.

Holders
300
Holders Change
-17
Holders Change %
-5.36%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
111
Reduced
103
Closed
46
Calls
$934K
Puts
$2.6M
Net Calls
-$1.66M
Net Calls Change
-$408K
Name Market Value Shares Shares
Change
Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$22.1K 108 -17 -14%
AF
252
Advisornet Financial
Minnesota
$20.5K 101 -1 -1%
GBT
253
Grove Bank & Trust
Florida
$20.3K 100
EARNEST Partners
254
EARNEST Partners
Georgia
$20.3K 100
TWA
255
TCI Wealth Advisors
Arizona
$19.5K 96
MIA
256
Milestone Investment Advisors
Wisconsin
$19.5K 96 +96 New
PTC
257
Private Trust Company
Ohio
$17.1K 84
BCPWM
258
Bradley & Co Private Wealth Management
Florida
$16.9K 83
JWM
259
Janiczek Wealth Management
Colorado
$16.1K 77 -87 -53%
NA
260
NewEdge Advisors
Louisiana
$15.6K 77 -3,534 -98%
BIA
261
Bell Investment Advisors
California
$15.4K 76 -9 -11%
BONH
262
Bank of New Hampshire
New Hampshire
$15.4K 76
CMA
263
Cedar Mountain Advisors
Oregon
$15.4K 76
AF
264
Allworth Financial
California
$14.4K 71 -79 -53%
CAL
265
Capital Advisors Ltd
Ohio
$14K 70
CA
266
Centerpoint Advisors
Massachusetts
$13K 63
CFD
267
Creative Financial Designs
Indiana
$12.8K 63
CHC
268
City Holding Co
West Virginia
$12.6K 62
RTC
269
Riverview Trust Company
Washington
$11.6K 57
C
270
Covestor
United Kingdom
$10K 51
CFGS
271
Concourse Financial Group Securities
Alabama
$8.32K 41 +24 +141%
BTI
272
Blue Trust Inc
Georgia
$8K 35 +1 +3%
BWA
273
BDO Wealth Advisors
Florida
$5.89K 29 +29 New
LFG
274
Larson Financial Group
Missouri
$4.67K 23
IA
275
IFP Advisors
Florida
$4.48K 37 -314 -89%