Morningstar
MORN
MORN
439 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, 164 increasing their positions, 169 reducing their positions, and 93 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
26% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 93
51% less call options, than puts
Call options by funds: $3.26M | Put options by funds: $6.69M
Holders
439
Holding in Top 10
2
Calls
$3.26M
Puts
$6.69M
Top Buyers
| 1 | +$120M | |
| 2 | +$97.8M | |
| 3 | +$88.6M | |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
+$29.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.4M |
Top Sellers
| 1 | -$164M | |
| 2 | -$89.6M | |
| 3 | -$73M | |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$51.4M |
| 5 |
Morgan Stanley
New York
|
-$51.2M |
