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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 %
FFA
376
Farther Finance Advisors
California
$124K -$3.77K -12 -3%
CFB
377
Cullen/Frost Bankers
Texas
$118K – – –
WT
378
Whittier Trust
California
$111K – – –
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$107K -$18.2K -58 -15%
BF
380
BOK Financial
Oklahoma
$102K -$6.28K -20 -6%
BBHC
381
Brown Brothers Harriman & Co
New York
$90.1K – – –
HIA
382
Harbor Investment Advisory
Maryland
$88.8K – – –
CFO
383
CVA Family Office
Colorado
$72.2K – – –
BTI
384
Blue Trust Inc
Georgia
$71.6K +$16K +51 +29%
MCM
385
MAI Capital Management
Ohio
$70.9K +$22.9K +73 +48%
SPIA
386
Steward Partners Investment Advisory
New York
$62.5K +$1.57K +5 +3%
QL
387
Quarry LP
New York
$61.2K -$39.6K -126 -39%
FHA
388
First Horizon Advisors
Tennessee
$60.9K +$7.22K +23 +13%
Mirae Asset Global ETFs Holdings
389
Mirae Asset Global ETFs Holdings
Hong Kong
$60.7K +$5.01K +16 +9%
ERSOT
390
Employees Retirement System of Texas
Texas
$58K +$58K +184 New
ANBT
391
American National Bank & Trust
Texas
$56.5K +$56.5K +180 New
AAP
392
Arax Advisory Partners
Colorado
$54.3K +$36.4K +116 +204%
LAMC
393
Longview Asset Management (California)
California
$48.7K – – –
AF
394
Allworth Financial
California
$48.7K +$11.9K +38 +32%
GWM
395
Geneos Wealth Management
Colorado
$47.4K -$103K -327 -68%
WA
396
WPG Advisers
Maryland
$43.3K -$33K -105 -43%
IA
397
IFP Advisors
Florida
$43K +$31.4K +100 +270%
CA
398
Clearstead Advisors
Ohio
$33.6K +$6.91K +22 +26%
VSQM
399
V-Square Quantitative Management
Illinois
$29.2K -$16.3K -52 -36%
OCM
400
Osterweis Capital Management
California
$28.9K +$28.9K +92 New
14 15
16
17 18