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Morningstar

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
Name Market Value Shares Shares
Change
Shares
Change %
William Blair & Company
251
William Blair & Company
Illinois
$909K 2,896 -1,250 -30%
BBVA
252
Banco Bilbao Vizcaya Argentaria
Spain
$888K 2,843 -1,200 -30%
WorldQuant Millennium Advisors
253
WorldQuant Millennium Advisors
New York
$885K 2,819 +2,819 New
Public Employees Retirement Association of Colorado
254
Public Employees Retirement Association of Colorado
Colorado
$875K 2,787
PAS
255
Point72 Asia (Singapore)
Singapore
$862K 2,745 +2,189 +394%
EI
256
Ethic Inc
New York
$857K 2,738 +257 +10%
HWM
257
HB Wealth Management
Georgia
$838K 2,670 -63 -2%
CCA
258
Covey Capital Advisors
Georgia
$817K 2,604
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$794K 2,528 -754 -23%
1C
260
111 Capital
France
$766K 2,440 +1,282 +111%
PTC
261
Petrus Trust Company
Texas
$757K 2,410 +868 +56%
PA
262
Planning Alternatives
Michigan
$751K 2,392 -15 -0.6%
ASN
263
Advisory Services Network
Georgia
$726K 2,625 +157 +6%
Capstone Investment Advisors
264
Capstone Investment Advisors
New York
$707K 2,252 +2,252 New
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$702K 2,238 +1,540 +221%
Deutsche Bank
266
Deutsche Bank
Germany
$694K 2,211 +288 +15%
PHK
267
Point72 Hong Kong
Hong Kong
$691K 2,200 -13,343 -86%
Cetera Investment Advisers
268
Cetera Investment Advisers
Illinois
$690K 2,198 -8 -0.4%
BEI
269
Benjamin Edwards Inc
Missouri
$690K 2,197 +188 +9%
JWCA
270
J.W. Cole Advisors
Florida
$663K 2,110 +1 +0%
SAM
271
Securian Asset Management
Minnesota
$653K 2,080
Commonwealth Equity Services
272
Commonwealth Equity Services
Massachusetts
$649K 2,068 +56 +3%
Federated Hermes
273
Federated Hermes
Pennsylvania
$643K 2,048 -67 -3%
PD
274
Point72 (DIFC)
United Arab Emirates
$608K 1,937 -1,127 -37%
BP
275
Ballentine Partners
Massachusetts
$586K 1,866 +576 +45%