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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$827M 2,633,801 -26,657 -1%
BlackRock
2
BlackRock
New York
$791M 2,519,517 -184,505 -7%
Morgan Stanley
3
Morgan Stanley
New York
$651M 2,072,978 -28,127 -1%
BAMCO Inc
4
BAMCO Inc
New York
$407M 1,295,326 -4,182 -0.3%
Select Equity Group
5
Select Equity Group
New York
$349M 1,113,301 -59,266 -5%
Bank of America
6
Bank of America
North Carolina
$286M 912,053 -4,382 -0.5%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$266M 848,569 -61,587 -7%
Millennium Management
8
Millennium Management
New York
$255M 811,158 +270,363 +50%
State Street
9
State Street
Massachusetts
$246M 784,175 -65,830 -8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$245M 780,841 -298,964 -28%
WA
11
Wasatch Advisors
Utah
$202M 644,799 -19,446 -3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$201M 640,132 -222,127 -26%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$197M 626,941 +11,408 +2%
LIP
14
Liontrust Investment Partners
United Kingdom
$123M 391,816 +68,896 +21%
Goldman Sachs
15
Goldman Sachs
New York
$119M 377,483 +239,563 +174%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$104M 331,631 +14,504 +5%
Norges Bank
17
Norges Bank
Norway
$93.2M 296,958 +296,958 New
AQR Capital Management
18
AQR Capital Management
Connecticut
$92.3M 293,969 +256,806 +691%
Invesco
19
Invesco
Georgia
$88.2M 280,923 +204,277 +267%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$85.9M 273,755 -146,225 -35%
Renaissance Technologies
21
Renaissance Technologies
New York
$83.2M 265,170 +29,900 +13%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$74.2M 236,324 +35,561 +18%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$66.2M 212,169 -42,888 -17%
Northern Trust
24
Northern Trust
Illinois
$65.4M 208,381 -9,235 -4%
PFM
25
Premier Fund Managers
United Kingdom
$62.9M 200,807 +30,739 +18%
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