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Morningstar
MORN

Overview Fund Activity

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
Millennium Management
New York
+$75.9M
2
Two Sigma Investments
Two Sigma Investments
New York
+$23.1M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$21.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$19.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$18.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$186M
2
Bank of America
Bank of America
North Carolina
-$116M
3
Select Equity Group
Select Equity Group
New York
-$60.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$46.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
451
Ross\Johnson & Associates
Minnesota
$600 +$600 +2 New
PWA
452
Principia Wealth Advisory
Texas
$557 +$557 +2 New
PFBT
453
Parkside Financial Bank & Trust
Missouri
$300 – – –
PWM
454
Parkworth Wealth Management
California
$300 – – –
BFS
455
Bare Financial Services
Pennsylvania
$300 +$300 +1 New
BHWM
456
Bay Harbor Wealth Management
Maryland
$299 +$299 +1 New
Norges Bank
457
Norges Bank
Norway
– -$112M -331,673 Closed
WCA
458
Waratah Capital Advisors
Ontario, Canada
– -$3.67M -10,896 Closed
SFI
459
Susquehanna Fundamental Investments
Pennsylvania
– -$3.43M -10,188 Closed
FCM
460
Fieldview Capital Management
Michigan
– -$1.72M -5,117 Closed
CCM
461
Cinctive Capital Management
New York
– -$1.45M -4,313 Closed
Nomura Holdings
462
Nomura Holdings
Japan
– -$1.21M -3,585 Closed
FHB
463
First Hawaiian Bank
Hawaii
– -$863K -2,562 Closed
ETC
464
Exchange Traded Concepts
Oklahoma
– -$826K -2,453 Closed
OAC
465
OMERS Administration Corp
Ontario, Canada
– -$741K -2,200 Closed
OQS
466
Occudo Quantitative Strategies
Florida
– -$711K -2,111 Closed
CFM
467
Catalyst Funds Management
Australia
– -$547K -1,625 Closed
BFM
468
Boothbay Fund Management
New York
– -$494K -1,468 Closed
Envestnet Portfolio Solutions
469
Envestnet Portfolio Solutions
Illinois
– -$427K -1,269 Closed
QC
470
Quadrature Capital
United Kingdom
– -$411K -1,220 Closed
RBWA
471
RFG - Bristol Wealth Advisors
Massachusetts
– -$405K -1,201 Closed
OC
472
Oppenheimer & Co
New York
– -$361K -1,073 Closed
ILI
473
Invesco LLC (Illinois)
Illinois
– -$299K -888 Closed
SIG
474
Stonegate Investment Group
Alabama
– -$265K -788 Closed
CS
475
Cannell & Spears
New York
– -$263K -782 Closed
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