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Morningstar
MORN

Overview Fund Activity

446 hedge funds and large institutions have $8.66B invested in Morningstar in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 152 increasing their positions, 145 reducing their positions, and 28 closing their positions.

Holders
446
Holders Change
+41
Holders Change %
+10.12%
% of All Funds
5.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
76
Increased
152
Reduced
145
Closed
28
Calls
$4.75M
Puts
$1.04M
Net Calls
+$3.71M
Net Calls Change
-$312K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$56.6M
2
PFM
2
Premier Fund Managers
United Kingdom
$50.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$364M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$33.8M
5
BlackRock
5
BlackRock
New York
$898M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$463M
2
Bank of America
2
Bank of America
North Carolina
$439M
3
Millennium Management
3
Millennium Management
New York
$96.9M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$342M
5
Amundi
5
Amundi
France
$235K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
376
MAI Capital Management
Ohio
$37.4K +$37.4K +111 New
AF
377
Allworth Financial
California
$36.3K +$1.32K +4 +4%
PTC
378
Private Trust Company
Ohio
$28.3K – – –
BCPWM
379
Bradley & Co Private Wealth Management
Florida
$28K +$28K +83 New
BIA
380
Bell Investment Advisors
California
$26.6K – – –
SAM
381
Smartleaf Asset Management
Massachusetts
$26.3K +$16.9K +50 +179%
NA
382
NewEdge Advisors
Louisiana
$26.1K – – –
CMA
383
Cedar Mountain Advisors
Oregon
$25.7K – – –
RA
384
Rise Advisors
New York
$25.7K – – –
CTC
385
Central Trust Company
Missouri
$25.3K – – –
CFD
386
Creative Financial Designs
Indiana
$24.6K -$3.37K -10 -12%
LC
387
Lindbrook Capital
California
$24.6K -$2.02K -6 -8%
CA
388
Clearstead Advisors
Ohio
$24.2K – – –
CAL
389
Capital Advisors Ltd
Ohio
$24K – – –
BTI
390
Blue Trust Inc
Georgia
$21.9K -$62.3K -185 -74%
WTC
391
WhitTier Trust Company
Nevada
$21.6K +$19.9K +59 +1,180%
CA
392
Centerpoint Advisors
Massachusetts
$21K – – –
Jones Financial Companies
393
Jones Financial Companies
Missouri
$20.5K – – –
GWM
394
Geneos Wealth Management
Colorado
$18.5K +$674 +2 +4%
GM
395
GeoWealth Management
Illinois
$15.5K +$674 +2 +5%
TAM
396
Tucker Asset Management
Colorado
$14.8K -$4.38K -13 -23%
WWM
397
Wolff Wiese Magana
California
$12.8K – – –
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$10.8K +$3.03K +9 +39%
FFA
399
Frazier Financial Advisors
Ohio
$10.5K – – –
BIG
400
Brooklyn Investment Group
New York
$10.1K +$1.68K +5 +20%
14 15
16
17 18