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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 %
PTC
401
Private Trust Company
Ohio
$26.4K – – –
BCPWM
402
Bradley & Co Private Wealth Management
Florida
$26.1K – – –
BIA
403
Bell Investment Advisors
California
$25.4K +$628 +2 +3%
Optiver Holding
404
Optiver Holding
Netherlands
$24.5K -$942 -3 -4%
NA
405
NewEdge Advisors
Louisiana
$24.3K +$312 +1 +1%
CMA
406
Cedar Mountain Advisors
Oregon
$24.1K – – –
CTC
407
Central Trust Company
Missouri
$23.5K – – –
BIG
408
Brooklyn Investment Group
New York
$23.2K – – –
CAL
409
Capital Advisors Ltd
Ohio
$23K +$639 +2 +3%
HFS
410
Hughes Financial Services
Virginia
$22.6K +$1.04K +4 +5%
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$21.7K +$18.5K +59 +590%
SAM
412
Smartleaf Asset Management
Massachusetts
$19.4K -$5.01K -16 -21%
CA
413
Centerpoint Advisors
Massachusetts
$19K – – –
LFG
414
Larson Financial Group
Missouri
$16.3K -$32.4K -103 -66%
RA
415
Rise Advisors
New York
$15.8K – – –
FNWA
416
Financial Network Wealth Advisors
Utah
$14.4K – – –
BI
417
Binnacle Investments
Iowa
$11.9K – – –
WWM
418
Wolff Wiese Magana
California
$11.6K -$314 -1 -3%
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$11.6K +$5.02K +16 +76%
AAS
420
Ameritas Advisory Services
Nebraska
$11K +$11K +35 New
HWM
421
Hemington Wealth Management
Virginia
$11K +$2.97K +10 +37%
DWM
422
Dogwood Wealth Management
Kansas
$10.9K +$10.9K +36 New
MAFA
423
MJT & Associates Financial Advisory
Minnesota
$10.7K – – –
CFD
424
Creative Financial Designs
Indiana
$10.4K – – –
HI
425
Harbour Investments
Wisconsin
$10.4K +$8.48K +27 +450%
15 16
17
18 19