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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
6.28%
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
Millennium Management
1
Millennium Management
New York
$255M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$92.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$119M
4
Invesco
4
Invesco
Georgia
$88.2M
5
Amundi
5
Amundi
France
$50.5M

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 %
Canada Pension Plan Investment Board
476
Canada Pension Plan Investment Board
Ontario, Canada
– – -19,400 Closed
CLGM
477
Capitolis Liquid Global Markets
New York
– – -19,000 Closed
MSE
478
MUFG Securities EMEA
United Kingdom
– – -18,000 Closed
Baird Financial Group
479
Baird Financial Group
Wisconsin
– – -9,503 Closed
GKFF
480
George Kaiser Family Foundation
Oklahoma
– – -9,349 Closed
LAM
481
LECAP Asset Management
United Kingdom
– – -5,782 Closed
OIAM
482
OFI Invest Asset Management
France
– – -5,053 Closed
AI
483
Atom Investors
Texas
– – -3,960 Closed
Polen Capital Management
484
Polen Capital Management
Florida
– – -3,534 Closed
LA
485
Legacy Advisors
Pennsylvania
– – -2,905 Closed
TC
486
TwinBeech Capital
New York
– – -2,381 Closed
DZ Bank
487
DZ Bank
Germany
– – -2,377 Closed
BPC
488
Bryce Point Capital
New York
– – -2,365 Closed
DTL
489
Dynamic Technology Lab
Singapore
– – -2,360 Closed
GIA
490
Gateway Investment Advisers
Ohio
– – -2,128 Closed
IMRF
491
Illinois Municipal Retirement Fund
Illinois
– – -2,085 Closed
JG
492
Jain Global
New York
– – -1,916 Closed
ET
493
Equitable Trust
Tennessee
– – -1,871 Closed
JFG
494
Jefferies Financial Group
New York
– – -1,783 Closed
USAA
495
United Services Automobile Association
Texas
– – -1,765 Closed
MC
496
Machina Capital
France
– – -1,301 Closed
AIMCA
497
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -1,256 Closed
OTL
498
Oak Thistle LLC
New York
– – -1,202 Closed
AC
499
AXQ Capital
New Jersey
– – -929 Closed
LCM
500
Landscape Capital Management
New Jersey
– – -923 Closed
17 18 19
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