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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
6.29%
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
Norges Bank
1
Norges Bank
Norway
$93.2M
2
Millennium Management
2
Millennium Management
New York
$255M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$92.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$119M
5
Invesco
5
Invesco
Georgia
$88.2M

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 %
PWG
201
Portside Wealth Group
Utah
$1.54M 4,890 -108 -2%
BI
202
Bradyco Inc
Massachusetts
$1.53M 4,864 – –
IC
203
IEQ Capital
California
$1.53M 4,858 +4,858 New
HT
204
Headlands Technologies
Illinois
$1.52M 4,851 -2,148 -31%
VF
205
Virtu Financial
New York
$1.48M 4,705 +4,705 New
AWAU
206
Alliance Wealth Advisors (Utah)
Utah
$1.48M 4,701 -118 -2%
VPIM
207
Vanguard Personalized Indexing Management
California
$1.47M 4,676 +788 +20%
ET
208
Entropy Technologies
New York
$1.46M 4,655 +1,898 +69%
JIC
209
Johnson Investment Counsel
Ohio
$1.42M 4,533 +331 +8%
Creative Planning
210
Creative Planning
Kansas
$1.41M 4,506 +1,936 +75%
TSS
211
Two Sigma Securities
New York
$1.39M 4,441 +4,441 New
X
212
Xponance
Pennsylvania
$1.37M 4,366 -1,177 -21%
CPIH
213
Consolidated Press International Holdings
Australia
$1.35M 4,300 +200 +5%
Focus Partners Wealth
214
Focus Partners Wealth
Massachusetts
$1.35M 4,296 +458 +12%
KTM
215
Keeler Thomas Management
Utah
$1.35M 4,285 +4,285 New
Cerity Partners
216
Cerity Partners
New York
$1.34M 4,270 -1,156 -21%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$1.34M 4,262 +3,013 +241%
URS
218
Utah Retirement Systems
Utah
$1.33M 4,228 -192 -4%
Truist Financial
219
Truist Financial
North Carolina
$1.33M 4,225 -92 -2%
MCA
220
Martin Capital Advisors
Texas
$1.32M 4,202 – –
FGP
221
Freestone Grove Partners
California
$1.3M 4,147 +4,147 New
SQA
222
Simon Quick Advisors
New Jersey
$1.28M 4,072 +517 +15%
Pictet Asset Management
223
Pictet Asset Management
Switzerland
$1.27M 4,049 -27 -0.7%
Mariner
224
Mariner
Kansas
$1.27M 4,038 +2,498 +162%
GWM
225
Gibbs Wealth Management
Georgia
$1.26M 4,024 +4,024 New
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