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Morningstar
MORN

Overview Fund Activity

472 hedge funds and large institutions have $8.04B invested in Morningstar in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 180 increasing their positions, 155 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+14
Holders Change %
+3.06%
% of All Funds
6.33%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
69
Increased
180
Reduced
155
Closed
49
Calls
$3.92M
Puts
$973K
Net Calls
+$2.95M
Net Calls Change
-$289K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$84.9M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$80.6M
3
Goldman Sachs
Goldman Sachs
New York
+$75.2M
4
Invesco
Invesco
Georgia
+$64.1M
5
Amundi
Amundi
France
+$50.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$93.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$69.7M
3
BlackRock
BlackRock
New York
-$57.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.9M
5
PIMC
Praesidium Investment Management Company
New York
-$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$62.3M -$22.5M -71,588 -26%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$60.8M +$9.63M +30,676 +19%
Charles Schwab
28
Charles Schwab
California
$60.8M -$918K -2,924 -1%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$52.2M +$17.6M +56,328 +51%
MGP
30
M&G plc
United Kingdom
$51.5M -$1.5M -4,790 -3%
Amundi
31
Amundi
France
$50.5M +$50.3M +161,968 +22,716%
Two Sigma Investments
32
Two Sigma Investments
New York
$50.4M +$14.9M +47,516 +42%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$44.6M +$15.9M +50,500 +55%
SEI Investments
34
SEI Investments
Pennsylvania
$44.1M +$394K +1,254 +0.9%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$43.6M +$16.2M +51,449 +59%
UBS AM
36
UBS AM
Illinois
$41.2M +$6.93M +22,081 +20%
RA
37
Royce & Associates
New York
$40.6M -$2.61M -8,316 -6%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$38.7M +$19.6M +62,551 +103%
NL
39
Nuveen LLC
North Carolina
$34.2M -$5.89M -18,773 -15%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$33.1M +$33.1M +105,430 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$32.7M -$677K -2,155 -2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$32.6M +$21M +66,827 +180%
ACM
43
American Capital Management
New York
$30.6M -$9.61M -30,596 -24%
CCM
44
Copeland Capital Management
Pennsylvania
$29.1M -$3.38M -10,770 -10%
DDC
45
DF Dent & Co
Maryland
$27.3M +$1.27M +4,049 +5%
Wells Fargo
46
Wells Fargo
California
$27M +$412K +1,311 +2%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$23.7M +$639K +2,035 +3%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$22.5M -$1.44M -4,593 -6%
Principal Financial Group
49
Principal Financial Group
Iowa
$21.7M -$2.29M -7,281 -10%
Raymond James Financial
50
Raymond James Financial
Florida
$19.2M +$723K +2,303 +4%
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