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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
6.28%
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 %
AL
351
Aspiriant LLC
California
$216K 687 +687 New
GT
352
Glenview Trust
Kentucky
$214K 683
GWM
353
GK Wealth Management
Nevada
$214K 681 +3 +0.4%
UB
354
UMB Bank
Missouri
$211K 672 +156 +30%
BOS
355
Bank of Stockton
California
$210K 670 -4 -0.6%
PCA
356
Pallas Capital Advisors
Massachusetts
$210K 669 +669 New
SAM
357
Shell Asset Management
Netherlands
$209K 665 -138 -17%
Hudson Bay Capital Management
358
Hudson Bay Capital Management
Connecticut
$207K 660 +660 New
BMWM
359
Brown Miller Wealth Management
Virginia
$207K 660 -9 -1%
KBC Group
360
KBC Group
Belgium
$207K 659 -405 -38%
FWM
361
Fonville Wealth Management
Virginia
$203K 646 +646 New
MYAM
362
Meiji Yasuda Asset Management
Japan
$201K 641 +641 New
SO
363
STRS Ohio
Ohio
$176K 562 +562 New
EWA
364
EverSource Wealth Advisors
Alabama
$176K 561 +539 +2,450%
C
365
Covestor
United Kingdom
$176K 560 +74 +15%
SCM
366
Sterling Capital Management
North Carolina
$165K 527 +438 +492%
NSIM
367
North Star Investment Management
Illinois
$162K 517
TSMHT
368
Thurston Springer Miller Herd & Titak
Indiana
$146K 466 +148 +47%
Macquarie Group
369
Macquarie Group
Australia
$137K 437 +437 New
GI
370
GAMMA Investing
California
$136K 433 -48 -10%
S
371
SignatureFD
Georgia
$129K 410 +52 +15%
FFA
372
Farther Finance Advisors
California
$124K 396 -12 -3%
CFB
373
Cullen/Frost Bankers
Texas
$118K 375
WT
374
Whittier Trust
California
$111K 355
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$107K 341 -58 -15%