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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 %
WSFS
501
Wilmington Savings Fund Society
Delaware
– -$250K -835 Closed
ABC
502
Associated Banc-Corp
Wisconsin
– -$234K -782 Closed
AGC
503
Aspen Grove Capital
Colorado
– -$229K -762 Closed
BTWM
504
Baker Tilly Wealth Management
Wisconsin
– -$209K -698 Closed
KPWS
505
Kestra Private Wealth Services
Texas
– -$207K -689 Closed
JFGIW
506
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$124K -412 Closed
CCM
507
Coldstream Capital Management
Washington
– -$112K -375 Closed
QC
508
Quent Capital
New York
– -$42.3K -141 Closed
WF
509
Wayfinding Financial
Washington
– -$32K -110 Closed
Jones Financial Companies
510
Jones Financial Companies
Missouri
– -$18.1K -61 Closed
GWM
511
Graybill Wealth Management
Illinois
– -$9K -30 Closed
GKIM
512
GW&K Investment Management
Massachusetts
– -$7K -25 Closed
WB
513
Webster Bank
Connecticut
– -$6.6K -22 Closed
MG
514
Mather Group
Illinois
– -$5.1K -17 Closed
WPA
515
West Paces Advisors
Georgia
– -$3K -10 Closed
CWC
516
Carolinas Wealth Consulting
North Carolina
– -$2.25K -7 Closed
HCP
517
Hexagon Capital Partners
Arkansas
– -$1.5K -5 Closed
GFPC
518
Global Financial Private Client
Florida
– -$1.2K -4 Closed
RJA
519
Ross\Johnson & Associates
Minnesota
– -$600 -2 Closed
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