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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 %
GCP
351
GSA Capital Partners
United Kingdom
$221K -$616K -1,964 -74%
Kovitz Investment Group Partners
352
Kovitz Investment Group Partners
Illinois
$220K +$220K +701 New
ECM
353
Everence Capital Management
Indiana
$220K – – –
CPIG
354
Chicago Partners Investment Group
Illinois
$217K +$217K +785 New
AL
355
Aspiriant LLC
California
$216K +$216K +687 New
GT
356
Glenview Trust
Kentucky
$214K – – –
GWM
357
GK Wealth Management
Nevada
$214K +$941 +3 +0.4%
UB
358
UMB Bank
Missouri
$211K +$49K +156 +30%
BOS
359
Bank of Stockton
California
$210K -$1.26K -4 -0.6%
PCA
360
Pallas Capital Advisors
Massachusetts
$210K +$210K +669 New
SAM
361
Shell Asset Management
Netherlands
$209K -$43.4K -138 -17%
Hudson Bay Capital Management
362
Hudson Bay Capital Management
Connecticut
$207K +$207K +660 New
BMWM
363
Brown Miller Wealth Management
Virginia
$207K -$2.83K -9 -1%
KBC Group
364
KBC Group
Belgium
$207K -$127K -405 -38%
FWM
365
Fonville Wealth Management
Virginia
$203K +$203K +646 New
MYAM
366
Meiji Yasuda Asset Management
Japan
$201K +$201K +641 New
SO
367
STRS Ohio
Ohio
$176K +$176K +562 New
EWA
368
EverSource Wealth Advisors
Alabama
$176K +$169K +539 +2,450%
C
369
Covestor
United Kingdom
$176K +$23.3K +74 +15%
SCM
370
Sterling Capital Management
North Carolina
$165K +$138K +438 +492%
NSIM
371
North Star Investment Management
Illinois
$162K – – –
TSMHT
372
Thurston Springer Miller Herd & Titak
Indiana
$146K +$46.5K +148 +47%
Macquarie Group
373
Macquarie Group
Australia
$137K +$137K +437 New
GI
374
GAMMA Investing
California
$136K -$15.1K -48 -10%
S
375
SignatureFD
Georgia
$129K +$16.3K +52 +15%
13 14
15
16 17