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Morningstar
MORN

Overview Fund Activity

458 hedge funds and large institutions have $7.47B invested in Morningstar in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 187 increasing their positions, 131 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+12
Holders Change %
+2.69%
% 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
67
Increased
187
Reduced
131
Closed
48
Calls
$4.35M
Puts
$1.11M
Net Calls
+$3.24M
Net Calls Change
-$466K

Top Buyers

1
Millennium Management
Millennium Management
New York
$162M
2
Two Sigma Investments
Two Sigma Investments
New York
$33.9M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$27.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$22.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$14.2M
2
Bank of America
Bank of America
North Carolina
$275M
3
Select Equity Group
Select Equity Group
New York
$352M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$259M
5
Vanguard Group
Vanguard Group
Pennsylvania
$798M
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
51
Raymond James Financial
Florida
$17.7M +$3M +9,997 +20%
Nordea Investment Management
52
Nordea Investment Management
Sweden
$17.3M +$272K +921 +2%
CC
53
Chicago Capital
Illinois
$17M -$267K -892 -2%
PAM
54
Panagora Asset Management
Massachusetts
$17M +$16.7M +55,574 +4,971%
NC
55
Nicholas Company
Wisconsin
$17M -$13.5K -45 -0.1%
CAM
56
Congress Asset Management
Massachusetts
$16.9M +$2.15M +7,173 +15%
Parnassus Investments
57
Parnassus Investments
California
$16.3M -$4.76M -15,869 -23%
Swiss National Bank
58
Swiss National Bank
Switzerland
$16.2M -$240K -800 -1%
Legal & General Group
59
Legal & General Group
United Kingdom
$14.3M +$433K +1,444 +3%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$14.2M -$186M -621,409 -93%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$13.5M +$77.1K +257 +0.6%
CSS
62
Cubist Systematic Strategies
Connecticut
$13.5M +$11.8M +39,344 +689%
Bank of Nova Scotia
63
Bank of Nova Scotia
Ontario, Canada
$13.3M +$7.65M +25,500 +134%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$12.4M -$38M -126,693 -75%
TC
65
TownSquare Capital
Utah
$12.2M -$388K -1,293 -3%
CI Investments Inc
66
CI Investments Inc
Ontario, Canada
$12.1M +$506K +1,687 +4%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$12M +$11.3M +37,547 +1,513%
SCM
68
Sone Capital Management
New York
$11.6M +$11.6M +38,549 New
SBH
69
Segall Bryant & Hamill
Illinois
$11.5M +$415K +1,384 +4%
AG
70
Algert Global
California
$11.4M +$321K +1,070 +3%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$11.1M +$5.74M +19,155 +107%
AQR Capital Management
72
AQR Capital Management
Connecticut
$10.9M +$7.08M +24,063 +184%
TIG
73
Tribune Investment Group
New York
$10.8M +$6M +20,000 +125%
BWP
74
Barlow Wealth Partners
Kentucky
$10.3M +$213K +760 +2%
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$9.86M +$9.6K +32 +0.1%
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