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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 %
ACM
301
Andina Capital Management
Utah
$437K +$30.8K +98 +8%
WF
302
Welch & Forbes
Massachusetts
$431K -$42.4K -135 -9%
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$425K – – –
MFG
304
Merit Financial Group
Georgia
$424K +$424K +1,350 New
SC
305
Syon Capital
California
$421K +$421K +1,340 New
PA
306
Parallel Advisors
California
$417K +$45.8K +146 +12%
DAS
307
Diversify Advisory Services
Utah
$405K +$60.9K +236 +18%
FC
308
FORA Capital
Florida
$397K +$397K +1,264 New
MSRPS
309
Maryland State Retirement & Pension System
Maryland
$391K – – –
Pacer Advisors
310
Pacer Advisors
Pennsylvania
$383K -$12.6K -40 -3%
BJL
311
Brighton Jones LLC
Washington
$373K +$373K +1,188 New
QCM
312
QRG Capital Management
Illinois
$371K +$41.4K +132 +13%
ProShare Advisors
313
ProShare Advisors
Maryland
$370K +$9.1K +29 +3%
IFWM
314
Institute for Wealth Management
Colorado
$368K – – –
AP
315
Advisors Preferred
Maryland
$364K +$364K +1,168 New
CICI
316
Capital Investment Counsel Inc
North Carolina
$361K – – –
CCA
317
Cottonwood Capital Advisors
Utah
$356K – – –
CAM
318
Cresset Asset Management
Illinois
$355K -$131K -416 -27%
ACM
319
Aster Capital Management
United Arab Emirates
$353K +$353K +1,123 New
PNC Financial Services Group
320
PNC Financial Services Group
Pennsylvania
$349K -$213K -678 -38%
DO
321
denkapparat Operations
Germany
$347K +$44K +140 +14%
TI
322
Trexquant Investment
Connecticut
$341K -$4.64M -14,792 -93%
WAG
323
Wallace Advisory Group
California
$341K +$16.8K +56 +5%
GCM
324
Graham Capital Management
Connecticut
$340K -$1.61M -5,141 -83%
TI
325
Tidal Investments
Wisconsin
$331K -$47.1K -150 -12%
11 12
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