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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 %
BC
326
Bridgefront Capital
Texas
$311K +$311K +990 New
SI
327
Seeds Investor
New York
$305K -$203K -648 -40%
SCM
328
Shelton Capital Management
Colorado
$305K – – –
LCM
329
Laurion Capital Management
New York
$298K +$298K +950 New
MBTD
330
Mechanics Bank - Trust Department
California
$298K -$1.88K -6 -0.6%
AWM
331
Angeles Wealth Management
California
$291K – – –
HWAM
332
Hennion & Walsh Asset Management
New Jersey
$290K +$32.3K +103 +13%
AFG
333
Atomi Financial Group
New York
$288K +$43.6K +139 +18%
DP
334
Dundas Partners
United Kingdom
$281K -$197K -627 -41%
PS
335
Principal Securities
Iowa
$280K +$59K +188 +27%
FT
336
Fiduciary Trust
Massachusetts
$278K -$62.8K -200 -18%
IFU
337
iSAM Funds (UK)
United Kingdom
$270K +$270K +861 New
BC
338
Bayforest Capital
United Kingdom
$269K +$942 +3 +0.4%
VCM
339
Versant Capital Management
Arizona
$257K +$2.51K +8 +1%
SFA
340
Sequoia Financial Advisors
Ohio
$251K +$251K +800 New
FTWA
341
Fifth Third Wealth Advisors
Ohio
$244K +$628 +2 +0.3%
KeyBank National Association
342
KeyBank National Association
Ohio
$242K -$11.9K -38 -5%
GPW
343
Genesis Private Wealth
Virginia
$238K -$9.42K -30 -4%
CAM
344
Claret Asset Management
Quebec, Canada
$233K +$16K +51 +7%
KAS
345
Kestra Advisory Services
Texas
$233K +$233K +741 New
HSA
346
HBK Sorce Advisory
Pennsylvania
$231K -$9.42K -30 -4%
FFM
347
Forum Financial Management
Illinois
$231K +$14.4K +46 +7%
KCP
348
Kera Capital Partners
California
$229K +$229K +730 New
BC
349
Burney Company
Virginia
$226K +$226K +720 New
EWA
350
EP Wealth Advisors
California
$223K +$223K +711 New
12 13
14
15 16