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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 %
LTAS
201
Linden Thomas Advisory Services
North Carolina
$1.62M -$13.8K -44 -0.8%
FRM
202
Fox Run Management
Connecticut
$1.61M +$770K +2,453 +92%
WG
203
Winton Group
United Kingdom
$1.61M +$1.61M +5,115 New
GPGA
204
Grandeur Peak Global Advisors
Utah
$1.57M +$368K +1,171 +31%
PWG
205
Portside Wealth Group
Utah
$1.54M -$33.9K -108 -2%
BI
206
Bradyco Inc
Massachusetts
$1.53M – – –
IC
207
IEQ Capital
California
$1.53M +$1.53M +4,858 New
HT
208
Headlands Technologies
Illinois
$1.52M -$674K -2,148 -31%
VF
209
Virtu Financial
New York
$1.48M +$1.48M +4,705 New
AWAU
210
Alliance Wealth Advisors (Utah)
Utah
$1.48M -$37K -118 -2%
VPIM
211
Vanguard Personalized Indexing Management
California
$1.47M +$247K +788 +20%
ET
212
Entropy Technologies
New York
$1.46M +$596K +1,898 +69%
JIC
213
Johnson Investment Counsel
Ohio
$1.42M +$104K +331 +8%
Creative Planning
214
Creative Planning
Kansas
$1.41M +$608K +1,936 +75%
TSS
215
Two Sigma Securities
New York
$1.39M +$1.39M +4,441 New
X
216
Xponance
Pennsylvania
$1.37M -$369K -1,177 -21%
CPIH
217
Consolidated Press International Holdings
Australia
$1.35M +$62.8K +200 +5%
Focus Partners Wealth
218
Focus Partners Wealth
Massachusetts
$1.35M +$144K +458 +12%
KTM
219
Keeler Thomas Management
Utah
$1.35M +$1.35M +4,285 New
Cerity Partners
220
Cerity Partners
New York
$1.34M -$363K -1,156 -21%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$1.34M +$946K +3,013 +241%
URS
222
Utah Retirement Systems
Utah
$1.33M -$60.3K -192 -4%
Truist Financial
223
Truist Financial
North Carolina
$1.33M -$28.9K -92 -2%
MCA
224
Martin Capital Advisors
Texas
$1.32M – – –
FGP
225
Freestone Grove Partners
California
$1.3M +$1.3M +4,147 New
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