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Morningstar
MORN

Overview Fund Activity

468 hedge funds and large institutions have $7.98B invested in Morningstar in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 178 increasing their positions, 153 reducing their positions, and 48 closing their positions.

Holders
468
Holders Change
+10
Holders Change %
+2.18%
% of All Funds
6.29%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
69
Increased
178
Reduced
153
Closed
48
Calls
$1.1M
Puts
–
Net Calls
+$1.1M
Net Calls Change
-$2.14M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$93.2M
2
Millennium Management
2
Millennium Management
New York
$255M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$92.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$119M
5
Invesco
5
Invesco
Georgia
$88.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$245M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$201M
3
BlackRock
3
BlackRock
New York
$791M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$85.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$62.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$62.3M 198,589 -71,588 -26%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$60.8M 193,612 +30,676 +19%
Charles Schwab
28
Charles Schwab
California
$60.8M 193,541 -2,924 -1%
MGP
29
M&G plc
United Kingdom
$51.5M 163,887 -4,790 -3%
Amundi
30
Amundi
France
$50.5M 162,681 +161,968 +22,716%
Two Sigma Investments
31
Two Sigma Investments
New York
$50.4M 160,668 +47,516 +42%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$44.6M 142,200 +50,500 +55%
SEI Investments
33
SEI Investments
Pennsylvania
$44.1M 140,323 +1,254 +0.9%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$43.6M 138,932 +51,449 +59%
UBS AM
35
UBS AM
Illinois
$41.2M 131,338 +22,081 +20%
RA
36
Royce & Associates
New York
$40.6M 129,217 -8,316 -6%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$38.7M 123,200 +62,551 +103%
NL
38
Nuveen LLC
North Carolina
$34.2M 108,844 -18,773 -15%
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$33.1M 105,430 +105,430 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$32.7M 104,139 -2,155 -2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$32.6M 103,916 +66,827 +180%
ACM
42
American Capital Management
New York
$30.6M 97,479 -30,596 -24%
CCM
43
Copeland Capital Management
Pennsylvania
$29.1M 92,614 -10,770 -10%
DDC
44
DF Dent & Co
Maryland
$27.3M 87,012 +4,049 +5%
Wells Fargo
45
Wells Fargo
California
$27M 85,849 +1,311 +2%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$23.7M 75,647 +2,035 +3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$22.5M 71,584 -4,593 -6%
Principal Financial Group
48
Principal Financial Group
Iowa
$21.7M 69,046 -7,281 -10%
Raymond James Financial
49
Raymond James Financial
Florida
$19.2M 61,286 +2,303 +4%
CIM
50
Confluence Investment Management
Missouri
$19.1M 60,980 -1,123 -2%
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