MORN icon

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 %
BF
376
BOK Financial
Oklahoma
$102K 325 -20 -6%
BBHC
377
Brown Brothers Harriman & Co
New York
$90.1K 287
HIA
378
Harbor Investment Advisory
Maryland
$88.8K 283
CFO
379
CVA Family Office
Colorado
$72.2K 230
BTI
380
Blue Trust Inc
Georgia
$71.6K 228 +51 +29%
MCM
381
MAI Capital Management
Ohio
$70.9K 226 +73 +48%
SPIA
382
Steward Partners Investment Advisory
New York
$62.5K 199 +5 +3%
QL
383
Quarry LP
New York
$61.2K 195 -126 -39%
FHA
384
First Horizon Advisors
Tennessee
$60.9K 194 +23 +13%
Mirae Asset Global ETFs Holdings
385
Mirae Asset Global ETFs Holdings
Hong Kong
$60.7K 194 +16 +9%
ERSOT
386
Employees Retirement System of Texas
Texas
$58K 184 +184 New
ANBT
387
American National Bank & Trust
Texas
$56.5K 180 +180 New
AAP
388
Arax Advisory Partners
Colorado
$54.3K 173 +116 +204%
LAMC
389
Longview Asset Management (California)
California
$48.7K 155
AF
390
Allworth Financial
California
$48.7K 155 +38 +32%
GWM
391
Geneos Wealth Management
Colorado
$47.4K 151 -327 -68%
WA
392
WPG Advisers
Maryland
$43.3K 138 -105 -43%
IA
393
IFP Advisors
Florida
$43K 137 +100 +270%
CA
394
Clearstead Advisors
Ohio
$33.6K 107 +22 +26%
VSQM
395
V-Square Quantitative Management
Illinois
$29.2K 93 -52 -36%
OCM
396
Osterweis Capital Management
California
$28.9K 92 +92 New
PTC
397
Private Trust Company
Ohio
$26.4K 84
BCPWM
398
Bradley & Co Private Wealth Management
Florida
$26.1K 83
BIA
399
Bell Investment Advisors
California
$25.4K 81 +2 +3%
Optiver Holding
400
Optiver Holding
Netherlands
$24.5K 78 -3 -4%