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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
6.29%
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
Norges Bank
1
Norges Bank
Norway
$93.2M
2
Millennium Management
2
Millennium Management
New York
$255M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$92.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$119M
5
Invesco
5
Invesco
Georgia
$88.2M

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 %
CAM
51
Congress Asset Management
Massachusetts
$19M 60,411 +4,195 +7%
Nordea Investment Management
52
Nordea Investment Management
Sweden
$18.8M 60,181 +1,755 +3%
PAM
53
Panagora Asset Management
Massachusetts
$18.4M 58,661 +1,969 +3%
UBS Group
54
UBS Group
Switzerland
$18.1M 57,707 -47,543 -45%
NC
55
Nicholas Company
Wisconsin
$17.8M 56,565 -20 -0%
CC
56
Chicago Capital
Illinois
$17.7M 56,415 -380 -0.7%
Swiss National Bank
57
Swiss National Bank
Switzerland
$16.7M 53,100 -900 -2%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$16.4M 52,342 +47,000 +880%
Toronto Dominion Bank
59
Toronto Dominion Bank
Ontario, Canada
$15.9M 50,640 +50,640 New
Legal & General Group
60
Legal & General Group
United Kingdom
$15.5M 49,501 +1,812 +4%
Lazard Asset Management
61
Lazard Asset Management
New York
$15.4M 48,952 +38,489 +368%
BWP
62
Barlow Wealth Partners
Kentucky
$15.2M 49,072 +12,350 +34%
Citadel Advisors
63
Citadel Advisors
Florida
$14.9M 47,548 -60,234 -56%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$14.2M 45,120 +34 +0.1%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$14.1M 45,053 -2,427 -5%
Ameriprise
66
Ameriprise
Minnesota
$13.9M 44,284 +13,681 +45%
AG
67
Algert Global
California
$13.9M 44,143 +5,987 +16%
CI Investments Inc
68
CI Investments Inc
Ontario, Canada
$13.8M 43,878 +3,471 +9%
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$13.8M 43,878 +28,758 +190%
Parnassus Investments
70
Parnassus Investments
California
$13.5M 42,955 -11,287 -21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
71
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.3M 42,420 +26,520 +167%
CSS
72
Cubist Systematic Strategies
Connecticut
$13M 41,559 -3,496 -8%
MAM
73
Meeder Asset Management
Ohio
$12.9M 40,984 +40,729 +15,972%
SBH
74
Segall Bryant & Hamill
Illinois
$12.8M 40,792 +2,576 +7%
Voloridge Investment Management
75
Voloridge Investment Management
Florida
$12.7M 40,435 +39,194 +3,158%
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