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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 %
TRCT
276
Tower Research Capital (TRC)
New York
$583K 1,856 +950 +105%
SAMC
277
Spectrum Asset Management (California)
California
$569K 1,812 +2 +0.1%
PA
278
Procyon Advisors
Connecticut
$563K 1,792 -9 -0.5%
DS
279
DRW Securities
Illinois
$562K 1,791 +1,791 New
QT
280
Quantbot Technologies
New York
$552K 1,758 -23,715 -93%
AWM
281
AE Wealth Management
Kansas
$546K 1,740 +20 +1%
PAS
282
Park Avenue Securities
New York
$540K 1,721 +92 +6%
QCG
283
Quadrant Capital Group
Ohio
$539K 1,718 +679 +65%
SRL
284
Scientech Research LLC
New Jersey
$484K 1,543 +1,543 New
Franklin Resources
285
Franklin Resources
California
$484K 1,541 +12 +0.8%
NW
286
Naviter Wealth
Arkansas
$483K 1,540
CGH
287
Crossmark Global Holdings
Texas
$474K 1,510 +295 +24%
NED
288
Nancy E. Dempze
$469K 1,494
AI
289
AdvisorShares Investments
Maryland
$468K 1,491 -19 -1%
CCA
290
Cadent Capital Advisors
Oklahoma
$467K 1,489
COI
291
Connable Office Inc
Michigan
$461K 1,470
SGAM
292
Smith Group Asset Management
Texas
$455K 1,450
NRD
293
Nebula Research & Development
New York
$455K 1,448 -4,834 -77%
CT
294
ClearAlpha Technologies
Connecticut
$450K 1,432 +1,432 New
GVAG
295
Great Valley Advisor Group
Delaware
$449K 1,431 -128 -8%
SG Americas Securities
296
SG Americas Securities
New York
$448K 1,428 -1,030 -42%
ACM
297
Andina Capital Management
Utah
$437K 1,393 +98 +8%
WF
298
Welch & Forbes
Massachusetts
$431K 1,374 -135 -9%
CIBC Asset Management
299
CIBC Asset Management
Ontario, Canada
$425K 1,355
MFG
300
Merit Financial Group
Georgia
$424K 1,350 +1,350 New