Morningstar
MORN
MORN
448 hedge funds and large institutions have $5.82B invested in Morningstar in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 161 increasing their positions, 177 reducing their positions, and 75 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
28% less capital invested
Capital invested by funds: $8.04B → $5.82B (-$2.23B)
31% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 75
Holders
448
Holding in Top 10
1
Calls
$15.7M
Puts
$2M
Top Buyers
| 1 | +$264M | |
| 2 | +$83.8M | |
| 3 | +$52.1M | |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$39.1M |
| 5 |
Two Sigma Investments
New York
|
+$33.5M |
Top Sellers
| 1 | -$201M | |
| 2 | -$137M | |
| 3 | -$74.4M | |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$72.7M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$66.2M |
