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Morningstar
MORN
MORN
464 hedge funds and large institutions have $7.57B invested in Morningstar in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 192 increasing their positions, 132 reducing their positions, and 48 closing their positions.
New
Increased
Maintained
Reduced
Closed
293% more call options, than puts
Call options by funds: $4.35M | Put options by funds: $1.11M
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
45% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 132
38% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 48
3% more funds holding
Funds holding: 450 → 464 (+14)
1.08% less ownership
Funds ownership: 60.03% → 58.95% (-1.1%)
13% less capital invested
Capital invested by funds: $8.67B → $7.57B (-$1.1B)
Holders
464
Holders Change
+14
Holders Change %
+3.11%
% 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
66
Increased
192
Reduced
132
Closed
48
Calls
$4.35M
Puts
$1.11M
Net Calls
+$3.24M
Net Calls Change
-$466K
Top Buyers
| 1 |
Millennium Management
New York
|
+$79.7M |
| 2 |
Two Sigma Investments
New York
|
+$24.2M |
| 3 |
Two Sigma Advisers
New York
|
+$22.4M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$20.3M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$19.1M |
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$196M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$122M |
| 3 |
Select Equity Group
New York
|
-$63.6M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$48.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$45.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
501
Tucker Asset Management
Littleton,
Colorado
| – | -$14.8K | -44 | Closed |
|
|
LFA
502
LGT Financial Advisors
Dallas,
Texas
| – | -$7.75K | -23 | Closed |
|
|
BOJHT
503
Bank of Jackson Hole Trust
Jackson,
Wyoming
| – | -$4.04K | -12 | Closed |
|
504
Simplex Trading
Chicago,
Illinois
| – | -$3.46K | -11 | Closed |
|
|
HI
505
Horizon Investments
Charlotte,
North Carolina
| – | -$2.35K | -7 | Closed |
|
|
JFA
506
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$1.68K | -5 | Closed |
|
|
AFG
507
Albion Financial Group
Salt Lake City,
Utah
| – | -$674 | -2 | Closed |
|
|
CJ
508
Caitlin John
Brighton,
Michigan
| – | -$674 | -2 | Closed |
|
|
HWA
509
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$674 | -2 | Closed |
|
|
TFM
510
TFC Financial Management
Boston,
Massachusetts
| – | -$337 | -1 | Closed |
|
|
WCM
511
WealthTrak Capital Management
Virginia Beach,
Virginia
| – | -$337 | -1 | Closed |
|
|
HFS
512
Hantz Financial Services
Southfield,
Michigan
| – | +$315 | +1 | New |
|