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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 %
CIAM
426
Caitong International Asset Management
Hong Kong
$10K 32 -357 -92%
HFS
427
Hantz Financial Services
Michigan
$10K 33 +32 +3,200%
FFA
428
Frazier Financial Advisors
Ohio
$9.73K 31
JWA
429
JFS Wealth Advisors
Pennsylvania
$7.85K 25
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$6.28K 20 +2 +11%
WA
431
Whipplewood Advisors
Colorado
$5.65K 18 -5 -22%
APW
432
Atlantic Private Wealth
North Carolina
$5.02K 16
GRP
433
Global Retirement Partners
California
$4.71K 15 +15 New
Nisa Investment Advisors
434
Nisa Investment Advisors
Missouri
$4.71K 15 -169 -92%
Mitsubishi UFJ Asset Management
435
Mitsubishi UFJ Asset Management
Japan
$4.71K 15
HNB
436
Huntington National Bank
Ohio
$4.71K 15 +3 +25%
ADL
437
Asset Dedication LLC
California
$4.08K 13
TPCW
438
TD Private Client Wealth
New York
$4.08K 13 -1 -7%
TIM
439
Tortoise Investment Management
New York
$4.08K 13 +4 +44%
AF
440
Advisornet Financial
Minnesota
$3.77K 12 +4 +50%
FFO
441
Fortitude Family Office
Arizona
$3.14K 10 +10 New
S
442
Sachetta
Massachusetts
$2.83K 9
FCAS
443
First Command Advisory Services
Texas
$2.83K 9
TWD
444
True Wealth Design
Ohio
$2.51K 8 +3 +60%
PA
445
Pineridge Advisors
Missouri
$2.2K 7
DPW
446
DiNuzzo Private Wealth
Pennsylvania
$2.2K 7
MCM
447
Manchester Capital Management
Vermont
$1.88K 6
MA
448
Montag & Associates
Georgia
$1.78K 6
W
449
WealthCollab
Washington
$1.57K 5
T
450
Transce3nd
Texas
$1.57K 5