Morningstar
MORN
MORN
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
New York
|
+$84.9M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$80.6M |
| 3 |
Goldman Sachs
New York
|
+$75.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$64.1M |
| 5 |
Amundi
Paris,
France
|
+$50.3M |
