Morningstar
MORN
MORN
444 hedge funds and large institutions have $5.82B invested in Morningstar in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 157 increasing their positions, 177 reducing their positions, and 74 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
27% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 74
28% less capital invested
Capital invested by funds: $8.05B → $5.82B (-$2.23B)
Holders
444
Holding in Top 10
1
Calls
$15.7M
Puts
$2M
Top Buyers
| 1 | +$230M | |
| 2 | +$72.9M | |
| 3 | +$46.6M | |
| 4 |
Renaissance Technologies
New York
|
+$45.4M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$34M |
Top Sellers
| 1 | -$175M | |
| 2 | -$119M | |
| 3 | -$66.2M | |
| 4 |
Goldman Sachs
New York
|
-$64.7M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$63.3M |
