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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 %
WTC
451
WhitTier Trust Company
Nevada
$1.57K – – –
PFBT
452
Parkside Financial Bank & Trust
Missouri
$1.26K +$942 +3 +300%
CH
453
Cromwell Holdings
Wyoming
$1.26K +$1.26K +4 New
SIC
454
SJS Investment Consulting
Ohio
$942 -$628 -2 -40%
SC
455
SouthState Corp
Florida
$942 – – –
AssetMark Inc
456
AssetMark Inc
California
$942 +$942 +3 New
SC
457
Stephens Consulting
Michigan
$942 +$942 +3 New
BHWM
458
Bay Harbor Wealth Management
Maryland
$941 +$627 +2 +200%
PWA
459
Principia Wealth Advisory
Texas
$628 – – –
SS
460
SBI Securities
Japan
$628 – – –
PWM
461
Parkworth Wealth Management
California
$628 +$314 +1 +100%
HIA
462
HFM Investment Advisors
New Jersey
$628 +$628 +2 New
RWM
463
Rialto Wealth Management
New York
$628 +$628 +2 New
AA
464
Addison Advisors
Vermont
$628 +$628 +2 New
AT
465
Arlington Trust
Alabama
$628 +$628 +2 New
BFS
466
Bare Financial Services
Pennsylvania
$314 – – –
QWM
467
Quaker Wealth Management
New Jersey
$314 +$314 +1 New
ACA
468
American Capital Advisory
Idaho
$314 +$314 +1 New
CIAS
469
CBIZ Investment Advisory Services
Ohio
$314 +$314 +1 New
TPWA
470
Twin Peaks Wealth Advisors
California
$258 +$258 +1 New
AWM
471
Activest Wealth Management
Florida
$103 -$1.6K -5 Closed
PIMC
472
Praesidium Investment Management Company
New York
– -$30.4M -101,472 Closed
Balyasny Asset Management
473
Balyasny Asset Management
Illinois
– -$12.4M -41,333 Closed
CF
474
Corebridge Financial
Texas
– -$9.04M -30,134 Closed
SIM
475
SW Investment Management
Colorado
– -$6M -20,000 Closed
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