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 %
SC
301
Syon Capital
California
$421K 1,340 +1,340 New
PA
302
Parallel Advisors
California
$417K 1,327 +146 +12%
DAS
303
Diversify Advisory Services
Utah
$405K 1,567 +236 +18%
FC
304
FORA Capital
Florida
$397K 1,264 +1,264 New
MSRPS
305
Maryland State Retirement & Pension System
Maryland
$391K 1,247 – –
Pacer Advisors
306
Pacer Advisors
Pennsylvania
$383K 1,220 -40 -3%
BJL
307
Brighton Jones LLC
Washington
$373K 1,188 +1,188 New
QCM
308
QRG Capital Management
Illinois
$371K 1,181 +132 +13%
ProShare Advisors
309
ProShare Advisors
Maryland
$370K 1,180 +29 +3%
IFWM
310
Institute for Wealth Management
Colorado
$368K 1,171 – –
AP
311
Advisors Preferred
Maryland
$364K 1,168 +1,168 New
CICI
312
Capital Investment Counsel Inc
North Carolina
$361K 1,150 – –
CCA
313
Cottonwood Capital Advisors
Utah
$356K 1,135 – –
CAM
314
Cresset Asset Management
Illinois
$355K 1,130 -416 -27%
ACM
315
Aster Capital Management
United Arab Emirates
$353K 1,123 +1,123 New
PNC Financial Services Group
316
PNC Financial Services Group
Pennsylvania
$349K 1,113 -678 -38%
DO
317
denkapparat Operations
Germany
$347K 1,106 +140 +14%
TI
318
Trexquant Investment
Connecticut
$341K 1,087 -14,792 -93%
WAG
319
Wallace Advisory Group
California
$341K 1,136 +56 +5%
GCM
320
Graham Capital Management
Connecticut
$340K 1,082 -5,141 -83%
TI
321
Tidal Investments
Wisconsin
$331K 1,055 -150 -12%
BC
322
Bridgefront Capital
Texas
$311K 990 +990 New
SI
323
Seeds Investor
New York
$305K 972 -648 -40%
SCM
324
Shelton Capital Management
Colorado
$305K 970 – –
LCM
325
Laurion Capital Management
New York
$298K 950 +950 New
11 12
13
14 15