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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 %
NA
401
NewEdge Advisors
Louisiana
$24.3K 78 +1 +1%
CMA
402
Cedar Mountain Advisors
Oregon
$24.1K 77
CTC
403
Central Trust Company
Missouri
$23.5K 75
BIG
404
Brooklyn Investment Group
New York
$23.2K 74
CAL
405
Capital Advisors Ltd
Ohio
$23K 72 +2 +3%
HFS
406
Hughes Financial Services
Virginia
$22.6K 87 +4 +5%
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$21.7K 69 +59 +590%
SAM
408
Smartleaf Asset Management
Massachusetts
$19.4K 62 -16 -21%
CA
409
Centerpoint Advisors
Massachusetts
$19K 62
LFG
410
Larson Financial Group
Missouri
$16.3K 52 -103 -66%
RA
411
Rise Advisors
New York
$15.8K 50
FNWA
412
Financial Network Wealth Advisors
Utah
$14.4K 46
BI
413
Binnacle Investments
Iowa
$11.9K 38
WWM
414
Wolff Wiese Magana
California
$11.6K 37 -1 -3%
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$11.6K 37 +16 +76%
AAS
416
Ameritas Advisory Services
Nebraska
$11K 35 +35 New
HWM
417
Hemington Wealth Management
Virginia
$11K 37 +10 +37%
DWM
418
Dogwood Wealth Management
Kansas
$10.9K 36 +36 New
MAFA
419
MJT & Associates Financial Advisory
Minnesota
$10.7K 34
CFD
420
Creative Financial Designs
Indiana
$10.4K 33
HI
421
Harbour Investments
Wisconsin
$10.4K 33 +27 +450%
CIAM
422
Caitong International Asset Management
Hong Kong
$10K 32 -357 -92%
HFS
423
Hantz Financial Services
Michigan
$10K 33 +32 +3,200%
FFA
424
Frazier Financial Advisors
Ohio
$9.73K 31
JWA
425
JFS Wealth Advisors
Pennsylvania
$7.85K 25