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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
$162M
2
Two Sigma Investments
Two Sigma Investments
New York
$33.9M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$27.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$22.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$14.2M
2
Bank of America
Bank of America
North Carolina
$275M
3
Select Equity Group
Select Equity Group
New York
$352M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$259M
5
Vanguard Group
Vanguard Group
Pennsylvania
$798M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$41.7M +$639K +2,130 +2%
Goldman Sachs
27
Goldman Sachs
New York
$41.4M -$28.4M -94,563 -41%
RA
28
Royce & Associates
New York
$41.2M -$9.94M -33,147 -19%
ACM
29
American Capital Management
New York
$38.4M -$185K -617 -0.5%
NL
30
Nuveen LLC
North Carolina
$38.3M +$38.3M +127,617 New
Two Sigma Investments
31
Two Sigma Investments
New York
$33.9M +$23.1M +76,915 +212%
UBS AM
32
UBS AM
Illinois
$32.8M +$3.27M +10,920 +11%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$32.7M +$3.08M +10,385 +10%
Citadel Advisors
34
Citadel Advisors
Florida
$32.3M +$727K +2,425 +2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$31.9M +$3.65M +12,159 +13%
UBS Group
36
UBS Group
Switzerland
$31.6M -$790K -2,635 -2%
CCM
37
Copeland Capital Management
Pennsylvania
$31M -$605K -2,018 -2%
PIMC
38
Praesidium Investment Management Company
New York
$30.4M +$3.42M +11,414 +13%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$27.5M +$21.3M +71,100 +345%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$26.2M +$13.6M +45,483 +108%
Wells Fargo
41
Wells Fargo
California
$25.4M -$741K -2,470 -3%
DDC
42
DF Dent & Co
Maryland
$24.9M -$814K -2,715 -3%
Invesco
43
Invesco
Georgia
$23M -$35.2M -117,536 -61%
Principal Financial Group
44
Principal Financial Group
Iowa
$22.9M -$693K -2,312 -3%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$22.8M -$289K -965 -1%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$22.1M +$19.4M +64,586 +716%
First Trust Advisors
47
First Trust Advisors
Illinois
$20.8M +$11.9M +39,570 +132%
Squarepoint
48
Squarepoint
New York
$19.2M +$16M +53,328 +498%
CIM
49
Confluence Investment Management
Missouri
$18.6M -$387K -1,290 -2%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$18.2M +$18.2M +60,649 New
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