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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 %
CIAM
426
Caitong International Asset Management
Hong Kong
$10K -$112K -357 -92%
HFS
427
Hantz Financial Services
Michigan
$10K +$9.7K +32 +3,200%
FFA
428
Frazier Financial Advisors
Ohio
$9.73K – – –
JWA
429
JFS Wealth Advisors
Pennsylvania
$7.85K – – –
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$6.28K +$628 +2 +11%
WA
431
Whipplewood Advisors
Colorado
$5.65K -$1.57K -5 -22%
APW
432
Atlantic Private Wealth
North Carolina
$5.02K – – –
GRP
433
Global Retirement Partners
California
$4.71K +$4.71K +15 New
Nisa Investment Advisors
434
Nisa Investment Advisors
Missouri
$4.71K -$53.1K -169 -92%
Mitsubishi UFJ Asset Management
435
Mitsubishi UFJ Asset Management
Japan
$4.71K – – –
HNB
436
Huntington National Bank
Ohio
$4.71K +$942 +3 +25%
ADL
437
Asset Dedication LLC
California
$4.08K – – –
TPCW
438
TD Private Client Wealth
New York
$4.08K -$314 -1 -7%
TIM
439
Tortoise Investment Management
New York
$4.08K +$1.26K +4 +44%
AF
440
Advisornet Financial
Minnesota
$3.77K +$1.26K +4 +50%
FFO
441
Fortitude Family Office
Arizona
$3.14K +$3.14K +10 New
S
442
Sachetta
Massachusetts
$2.83K – – –
FCAS
443
First Command Advisory Services
Texas
$2.83K – – –
TWD
444
True Wealth Design
Ohio
$2.51K +$942 +3 +60%
PA
445
Pineridge Advisors
Missouri
$2.2K – – –
DPW
446
DiNuzzo Private Wealth
Pennsylvania
$2.2K – – –
MCM
447
Manchester Capital Management
Vermont
$1.88K – – –
MA
448
Montag & Associates
Georgia
$1.78K – – –
W
449
WealthCollab
Washington
$1.57K – – –
T
450
Transce3nd
Texas
$1.57K – – –
16 17
18
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