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Morningstar
MORN
MORN
442 hedge funds and large institutions have $3.98B invested in Morningstar in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 165 increasing their positions, 171 reducing their positions, and 92 closing their positions.
New
Increased
Maintained
Reduced
Closed
0.01% less ownership
Funds ownership: 59.55% → 59.54% (-0.01%)
4% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 171
7% less funds holding
Funds holding: 473 → 442 (-31)
24% less capital invested
Capital invested by funds: $5.27B → $3.98B (-$1.29B)
25% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 92
51% less call options, than puts
Call options by funds: $3.26M | Put options by funds: $6.69M
Holders
442
Holders Change
-31
Holders Change %
-6.55%
% of All Funds
5.44%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
69
Increased
165
Reduced
171
Closed
92
Calls
$3.26M
Puts
$6.69M
Net Calls
-$3.43M
Net Calls Change
-$10.8M
Top Buyers
| 1 |
Los Angeles Capital Management
Los Angeles,
California
|
+$120M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$97.8M |
| 3 |
Two Sigma Investments
New York
|
+$88.6M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
+$29.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.4M |
Top Sellers
| 1 |
Select Equity Group
New York
|
-$164M |
| 2 |
BAMCO Inc
New York
|
-$89.6M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$73M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$51.4M |
| 5 |
Morgan Stanley
New York
|
-$51.2M |
