MORN icon

Morningstar
MORN

Overview Fund Activity

472 hedge funds and large institutions have $8.04B invested in Morningstar in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 180 increasing their positions, 155 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+14
Holders Change %
+3.06%
% of All Funds
6.33%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
69
Increased
180
Reduced
155
Closed
49
Calls
$3.92M
Puts
$973K
Net Calls
+$2.95M
Net Calls Change
-$289K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$84.9M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$80.6M
3
Goldman Sachs
Goldman Sachs
New York
+$75.2M
4
Invesco
Invesco
Georgia
+$64.1M
5
Amundi
Amundi
France
+$50.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$93.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$69.7M
3
BlackRock
BlackRock
New York
-$57.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.9M
5
PIMC
Praesidium Investment Management Company
New York
-$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
226
Simon Quick Advisors
New Jersey
$1.28M +$162K +517 +15%
Pictet Asset Management
227
Pictet Asset Management
Switzerland
$1.27M -$8.48K -27 -0.7%
Mariner
228
Mariner
Kansas
$1.27M +$784K +2,498 +162%
GWM
229
Gibbs Wealth Management
Georgia
$1.26M +$1.26M +4,024 New
EF
230
Empowered Funds
Pennsylvania
$1.26M +$1.26M +4,011 New
SC
231
Sepio Capital
Utah
$1.26M -$583K -1,857 -32%
IFA
232
Index Fund Advisors
California
$1.23M +$1.23M +3,913 New
AWP
233
Accretive Wealth Partners
New Jersey
$1.2M +$10K +32 +0.8%
LFAS
234
Level Four Advisory Services
Texas
$1.19M +$5.34K +17 +0.4%
CC
235
Centiva Capital
New York
$1.19M +$53.7K +171 +5%
RS
236
R Squared
Hong Kong
$1.12M +$418K +1,333 +60%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$1.11M +$180K +573 +19%
Bessemer Group
238
Bessemer Group
New Jersey
$1.1M +$6.91K +22 +0.6%
XT
239
XTX Topco
Cayman Islands
$1.1M -$963K -3,068 -47%
Wealth Enhancement Advisory Services
240
Wealth Enhancement Advisory Services
Minnesota
$1.07M +$505K +1,623 +90%
Mackenzie Financial
241
Mackenzie Financial
Ontario, Canada
$1.06M – – –
DWM
242
Diversify Wealth Management
Utah
$1.05M +$173K +668 +20%
AAS
243
Avantax Advisory Services
Texas
$1.04M +$108K +343 +12%
Osaic Holdings
244
Osaic Holdings
Arizona
$1.03M -$32.6K -103 -3%
TC
245
TownSquare Capital
Utah
$1.02M -$11.8M -37,534 -92%
P
246
&Partners
Tennessee
$976K +$49.3K +157 +5%
IEFM
247
IQ EQ Fund Management
Ireland
$975K +$80.7K +257 +9%
AIC
248
Aurora Investment Counsel
Georgia
$970K +$970K +3,090 New
BFS
249
Bradley Foster & Sargent
Connecticut
$948K – – –
IWC
250
Integrated Wealth Concepts
Massachusetts
$947K +$267K +852 +39%
8 9
10
11 12