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Morningstar

391 hedge funds and large institutions have $7.63B invested in Morningstar in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 143 reducing their positions, and 32 closing their positions.

Holders
391
Holders Change
+8
Holders Change %
+2.09%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
138
Reduced
143
Closed
32
Calls
$2.6M
Puts
$3.64M
Net Calls
-$1.04M
Net Calls Change
-$696K
Name Holding Trade Value Shares
Change
Shares
Change %
DIP
326
DT Investment Partners
Pennsylvania
$35.5K +$35.5K +120 New
CA
327
Crewe Advisors
Utah
$34.6K +$34.6K +117 New
BTI
328
Blue Trust Inc
Georgia
$34.2K +$26.2K +85 +327%
CFGS
329
Concourse Financial Group Securities
Alabama
$31.1K -$19.2K -65 -38%
GBT
330
Grove Bank & Trust
Florida
$29.6K
FFA
331
Farther Finance Advisors
California
$28K +$21.4K +72 +327%
PTC
332
Private Trust Company
Ohio
$24.9K
BCPWM
333
Bradley & Co Private Wealth Management
Florida
$24.6K
BIA
334
Bell Investment Advisors
California
$23.4K
FNWA
335
Financial Network Wealth Advisors
Utah
$23.4K +$23.4K +79 New
NA
336
NewEdge Advisors
Louisiana
$22.9K -$4.16K -14 -15%
CMA
337
Cedar Mountain Advisors
Oregon
$22.6K
RA
338
Rise Advisors
New York
$22.5K
CTC
339
Central Trust Company
Missouri
$22.2K
CA
340
Clearstead Advisors
Ohio
$21.3K +$21.3K +72 New
CAL
341
Capital Advisors Ltd
Ohio
$21K
CFD
342
Creative Financial Designs
Indiana
$18.7K
CA
343
Centerpoint Advisors
Massachusetts
$18K
VWM
344
Venturi Wealth Management
Texas
$17.8K +$10.7K +36 +150%
TAM
345
Tucker Asset Management
Colorado
$16.9K +$16.9K +57 New
IC
346
Innealta Capital
Texas
$15.7K +$15.7K +53 New
LC
347
Lindbrook Capital
California
$15.4K
JWM
348
Janiczek Wealth Management
Colorado
$14.2K
BFEC
349
Benjamin F. Edwards & Company
Missouri
$14K -$5.17K -17 -27%
Jones Financial Companies
350
Jones Financial Companies
Missouri
$12.7K +$1.48K +5 +13%