MORN icon

Morningstar
MORN

Overview Fund Activity

468 hedge funds and large institutions have $7.98B invested in Morningstar in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 178 increasing their positions, 153 reducing their positions, and 48 closing their positions.

Holders
468
Holders Change
+10
Holders Change %
+2.18%
% of All Funds
6.29%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
69
Increased
178
Reduced
153
Closed
48
Calls
$1.1M
Puts
–
Net Calls
+$1.1M
Net Calls Change
-$2.14M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$93.2M
2
Millennium Management
2
Millennium Management
New York
$255M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$92.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$119M
5
Invesco
5
Invesco
Georgia
$88.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$245M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$201M
3
BlackRock
3
BlackRock
New York
$791M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$85.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$62.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EF
226
Empowered Funds
Pennsylvania
$1.26M 4,011 +4,011 New
SC
227
Sepio Capital
Utah
$1.26M 4,008 -1,857 -32%
IFA
228
Index Fund Advisors
California
$1.23M 3,913 +3,913 New
AWP
229
Accretive Wealth Partners
New Jersey
$1.2M 3,826 +32 +0.8%
LFAS
230
Level Four Advisory Services
Texas
$1.19M 3,798 +17 +0.4%
CC
231
Centiva Capital
New York
$1.19M 3,794 +171 +5%
RS
232
R Squared
Hong Kong
$1.12M 3,573 +1,333 +60%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$1.11M 3,524 +573 +19%
Bessemer Group
234
Bessemer Group
New Jersey
$1.1M 3,505 +22 +0.6%
XT
235
XTX Topco
Cayman Islands
$1.1M 3,490 -3,068 -47%
Wealth Enhancement Advisory Services
236
Wealth Enhancement Advisory Services
Minnesota
$1.07M 3,425 +1,623 +90%
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
$1.06M 3,372 – –
DWM
238
Diversify Wealth Management
Utah
$1.05M 4,070 +668 +20%
AAS
239
Avantax Advisory Services
Texas
$1.04M 3,302 +343 +12%
Osaic Holdings
240
Osaic Holdings
Arizona
$1.03M 3,260 -103 -3%
TC
241
TownSquare Capital
Utah
$1.02M 3,248 -37,534 -92%
P
242
&Partners
Tennessee
$976K 3,109 +157 +5%
IEFM
243
IQ EQ Fund Management
Ireland
$975K 3,106 +257 +9%
AIC
244
Aurora Investment Counsel
Georgia
$970K 3,090 +3,090 New
BFS
245
Bradley Foster & Sargent
Connecticut
$948K 3,021 – –
IWC
246
Integrated Wealth Concepts
Massachusetts
$947K 3,015 +852 +39%
AIM
247
Aigen Investment Management
New York
$946K 3,014 +3,014 New
CFO
248
Callan Family Office
Pennsylvania
$943K 3,005 +2,141 +248%
PWS
249
Precision Wealth Strategies
Missouri
$939K 2,991 +199 +7%
AI
250
Atria Investments
North Carolina
$924K 2,943 -14 -0.5%
8 9
10
11 12