Morningstar
MORN
MORN
458 hedge funds and large institutions have $7.47B invested in Morningstar in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 187 increasing their positions, 131 reducing their positions, and 48 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
6.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
67
Increased
187
Reduced
131
Closed
48
Calls
$4.35M
Puts
$1.11M
Net Calls
+$3.24M
Net Calls Change
-$466K
Top Buyers
| 1 |
Millennium Management
New York
|
+$75.9M |
| 2 |
Two Sigma Investments
New York
|
+$23.1M |
| 3 |
Two Sigma Advisers
New York
|
+$21.3M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$19.4M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$18.2M |
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$186M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$116M |
| 3 |
Select Equity Group
New York
|
-$60.5M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$46.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$42.9M |
