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Morningstar
MORN

Overview Fund Activity

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

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$255M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$92.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$119M
4
Invesco
4
Invesco
Georgia
$88.2M
5
Amundi
5
Amundi
France
$50.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$245M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$201M
3
BlackRock
3
BlackRock
New York
$791M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$85.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$62.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WTC
451
WhitTier Trust Company
Nevada
$1.57K 5 – –
PFBT
452
Parkside Financial Bank & Trust
Missouri
$1.26K 4 +3 +300%
CH
453
Cromwell Holdings
Wyoming
$1.26K 4 +4 New
SIC
454
SJS Investment Consulting
Ohio
$942 3 -2 -40%
SC
455
SouthState Corp
Florida
$942 3 – –
SC
456
Stephens Consulting
Michigan
$942 3 +3 New
AssetMark Inc
457
AssetMark Inc
California
$942 3 +3 New
BHWM
458
Bay Harbor Wealth Management
Maryland
$941 3 +2 +200%
PWA
459
Principia Wealth Advisory
Texas
$628 2 – –
SS
460
SBI Securities
Japan
$628 2 – –
PWM
461
Parkworth Wealth Management
California
$628 2 +1 +100%
AT
462
Arlington Trust
Alabama
$628 2 +2 New
RWM
463
Rialto Wealth Management
New York
$628 2 +2 New
AA
464
Addison Advisors
Vermont
$628 2 +2 New
HIA
465
HFM Investment Advisors
New Jersey
$628 2 +2 New
BFS
466
Bare Financial Services
Pennsylvania
$314 1 – –
QWM
467
Quaker Wealth Management
New Jersey
$314 1 +1 New
ACA
468
American Capital Advisory
Idaho
$314 1 +1 New
CIAS
469
CBIZ Investment Advisory Services
Ohio
$314 1 +1 New
TPWA
470
Twin Peaks Wealth Advisors
California
$258 1 +1 New
AWM
471
Activest Wealth Management
Florida
– – -5 Closed
PIMC
472
Praesidium Investment Management Company
New York
– – -101,472 Closed
Balyasny Asset Management
473
Balyasny Asset Management
Illinois
– – -41,333 Closed
CF
474
Corebridge Financial
Texas
– – -30,134 Closed
SIM
475
SW Investment Management
Colorado
– – -20,000 Closed
17 18
19
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