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Morningstar

323 hedge funds and large institutions have $6.17B invested in Morningstar in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 101 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+30
Holders Change %
+10.24%
% of All Funds
5.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
69
Increased
101
Reduced
94
Closed
37
Calls
$12.2M
Puts
$17.5M
Net Calls
-$5.34M
Net Calls Change
-$9.77M
Name Holding Trade Value Shares
Change
Shares
Change %
GBT
276
Grove Bank & Trust
Florida
$23.4K
EARNEST Partners
277
EARNEST Partners
Georgia
$23.4K
MIA
278
Milestone Investment Advisors
Wisconsin
$22.5K +$22.5K +96 New
AF
279
Advisornet Financial
Minnesota
$21.3K
PTC
280
Private Trust Company
Ohio
$19.7K
BCPWM
281
Bradley & Co Private Wealth Management
Florida
$19.4K
CFGS
282
Concourse Financial Group Securities
Alabama
$18.5K -$2.34K -10 -11%
NA
283
NewEdge Advisors
Louisiana
$18.1K
CMA
284
Cedar Mountain Advisors
Oregon
$17.8K
BIA
285
Bell Investment Advisors
California
$17.3K -$468 -2 -3%
AF
286
Allworth Financial
California
$17.1K -$14.5K -62 -46%
CAL
287
Capital Advisors Ltd
Ohio
$16K
CA
288
Centerpoint Advisors
Massachusetts
$15K -$242 -1 -2%
CFD
289
Creative Financial Designs
Indiana
$14.8K
LC
290
Lindbrook Capital
California
$12.6K -$1.41K -6 -10%
C
291
Covestor
United Kingdom
$12K
JWM
292
Janiczek Wealth Management
Colorado
$11.2K -$1.87K -8 -14%
WWM
293
Wolff Wiese Magana
California
$9.14K
IA
294
IFP Advisors
Florida
$8.67K
BTI
295
Blue Trust Inc
Georgia
$8K +$8K +43 New
LFA
296
LGT Financial Advisors
Texas
$5.62K +$5.62K +24 New
JWA
297
JFS Wealth Advisors
Pennsylvania
$5.39K
LFG
298
Larson Financial Group
Missouri
$5.39K
VWM
299
Venturi Wealth Management
Texas
$4.69K
APW
300
Atlantic Private Wealth
North Carolina
$3.75K