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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 %
MBTD
326
Mechanics Bank - Trust Department
California
$298K 949 -6 -0.6%
AWM
327
Angeles Wealth Management
California
$291K 926
HWAM
328
Hennion & Walsh Asset Management
New Jersey
$290K 924 +103 +13%
AFG
329
Atomi Financial Group
New York
$288K 916 +139 +18%
DP
330
Dundas Partners
United Kingdom
$281K 895 -627 -41%
PS
331
Principal Securities
Iowa
$280K 893 +188 +27%
FT
332
Fiduciary Trust
Massachusetts
$278K 884 -200 -18%
IFU
333
iSAM Funds (UK)
United Kingdom
$270K 861 +861 New
BC
334
Bayforest Capital
United Kingdom
$269K 858 +3 +0.4%
VCM
335
Versant Capital Management
Arizona
$257K 819 +8 +1%
SFA
336
Sequoia Financial Advisors
Ohio
$251K 800 +800 New
FTWA
337
Fifth Third Wealth Advisors
Ohio
$244K 776 +2 +0.3%
KeyBank National Association
338
KeyBank National Association
Ohio
$242K 772 -38 -5%
GPW
339
Genesis Private Wealth
Virginia
$238K 758 -30 -4%
CAM
340
Claret Asset Management
Quebec, Canada
$233K 744 +51 +7%
KAS
341
Kestra Advisory Services
Texas
$233K 741 +741 New
HSA
342
HBK Sorce Advisory
Pennsylvania
$231K 735 -30 -4%
FFM
343
Forum Financial Management
Illinois
$231K 735 +46 +7%
KCP
344
Kera Capital Partners
California
$229K 730 +730 New
BC
345
Burney Company
Virginia
$226K 720 +720 New
EWA
346
EP Wealth Advisors
California
$223K 711 +711 New
GCP
347
GSA Capital Partners
United Kingdom
$221K 705 -1,964 -74%
Kovitz Investment Group Partners
348
Kovitz Investment Group Partners
Illinois
$220K 701 +701 New
ECM
349
Everence Capital Management
Indiana
$220K 700
CPIG
350
Chicago Partners Investment Group
Illinois
$217K 785 +785 New