Morningstar
MORN
MORN
478 hedge funds and large institutions have $8.05B invested in Morningstar in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 182 increasing their positions, 156 reducing their positions, and 50 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
3% more funds holding
Funds holding: 462 → 478 (+16)
2.54% more ownership
Funds ownership: 58.14% → 60.69% (+2.5%)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Holders
478
Holding in Top 10
–
Calls
$3.92M
Puts
$973K
Top Buyers
| 1 | +$80M | |
| 2 | +$76M | |
| 3 | +$70.9M | |
| 4 |
Invesco
Atlanta,
Georgia
|
+$60.5M |
| 5 |
Amundi
Paris,
France
|
+$47.9M |
Top Sellers
| 1 | -$88.5M | |
| 2 | -$65.8M | |
| 3 | -$54.6M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$43.3M |
| 5 |
PIMC
Praesidium Investment Management Company
New York
|
-$30.4M |