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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 %
Commonwealth Equity Services
276
Commonwealth Equity Services
Massachusetts
$649K +$17.6K +56 +3%
Federated Hermes
277
Federated Hermes
Pennsylvania
$643K -$21K -67 -3%
PD
278
Point72 (DIFC)
United Arab Emirates
$608K -$354K -1,127 -37%
BP
279
Ballentine Partners
Massachusetts
$586K +$181K +576 +45%
TRCT
280
Tower Research Capital (TRC)
New York
$583K +$298K +950 +105%
SAMC
281
Spectrum Asset Management (California)
California
$569K +$628 +2 +0.1%
PA
282
Procyon Advisors
Connecticut
$563K -$2.83K -9 -0.5%
DS
283
DRW Securities
Illinois
$562K +$562K +1,791 New
QT
284
Quantbot Technologies
New York
$552K -$7.44M -23,715 -93%
AWM
285
AE Wealth Management
Kansas
$546K +$6.28K +20 +1%
PAS
286
Park Avenue Securities
New York
$540K +$28.9K +92 +6%
QCG
287
Quadrant Capital Group
Ohio
$539K +$213K +679 +65%
SRL
288
Scientech Research LLC
New Jersey
$484K +$484K +1,543 New
Franklin Resources
289
Franklin Resources
California
$484K +$3.77K +12 +0.8%
NW
290
Naviter Wealth
Arkansas
$483K – – –
CGH
291
Crossmark Global Holdings
Texas
$474K +$92.6K +295 +24%
NED
292
Nancy E. Dempze
$469K – – –
AI
293
AdvisorShares Investments
Maryland
$468K -$5.97K -19 -1%
CCA
294
Cadent Capital Advisors
Oklahoma
$467K – – –
COI
295
Connable Office Inc
Michigan
$461K – – –
SGAM
296
Smith Group Asset Management
Texas
$455K – – –
NRD
297
Nebula Research & Development
New York
$455K -$1.52M -4,834 -77%
CT
298
ClearAlpha Technologies
Connecticut
$450K +$450K +1,432 New
GVAG
299
Great Valley Advisor Group
Delaware
$449K -$40.2K -128 -8%
SG Americas Securities
300
SG Americas Securities
New York
$448K -$323K -1,030 -42%
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