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Morningstar
MORN

Overview Fund Activity

472 hedge funds and large institutions have $8.04B invested in Morningstar in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 180 increasing their positions, 155 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+14
Holders Change %
+3.06%
% of All Funds
6.33%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
69
Increased
180
Reduced
155
Closed
49
Calls
$3.92M
Puts
$973K
Net Calls
+$2.95M
Net Calls Change
-$289K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$84.9M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$80.6M
3
Goldman Sachs
Goldman Sachs
New York
+$75.2M
4
Invesco
Invesco
Georgia
+$64.1M
5
Amundi
Amundi
France
+$50.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$93.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$69.7M
3
BlackRock
BlackRock
New York
-$57.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.9M
5
PIMC
Praesidium Investment Management Company
New York
-$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
51
Confluence Investment Management
Missouri
$19.1M -$353K -1,123 -2%
CAM
52
Congress Asset Management
Massachusetts
$19M +$1.32M +4,195 +7%
Nordea Investment Management
53
Nordea Investment Management
Sweden
$18.8M +$548K +1,755 +3%
PAM
54
Panagora Asset Management
Massachusetts
$18.4M +$618K +1,969 +3%
UBS Group
55
UBS Group
Switzerland
$18.1M -$14.9M -47,543 -45%
NC
56
Nicholas Company
Wisconsin
$17.8M -$6.28K -20 -0%
CC
57
Chicago Capital
Illinois
$17.7M -$119K -380 -0.7%
Swiss National Bank
58
Swiss National Bank
Switzerland
$16.7M -$283K -900 -2%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$16.4M +$14.8M +47,000 +880%
Toronto Dominion Bank
60
Toronto Dominion Bank
Ontario, Canada
$15.9M +$15.9M +50,640 New
Legal & General Group
61
Legal & General Group
United Kingdom
$15.5M +$569K +1,812 +4%
Lazard Asset Management
62
Lazard Asset Management
New York
$15.4M +$12.1M +38,489 +368%
BWP
63
Barlow Wealth Partners
Kentucky
$15.2M +$3.83M +12,350 +34%
Citadel Advisors
64
Citadel Advisors
Florida
$14.9M -$18.9M -60,234 -56%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$14.2M +$10.7K +34 +0.1%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$14.1M -$762K -2,427 -5%
Ameriprise
67
Ameriprise
Minnesota
$13.9M +$4.29M +13,681 +45%
AG
68
Algert Global
California
$13.9M +$1.88M +5,987 +16%
CI Investments Inc
69
CI Investments Inc
Ontario, Canada
$13.8M +$1.09M +3,471 +9%
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$13.8M +$9.03M +28,758 +190%
Parnassus Investments
71
Parnassus Investments
California
$13.5M -$3.54M -11,287 -21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
72
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.3M +$8.33M +26,520 +167%
CSS
73
Cubist Systematic Strategies
Connecticut
$13M -$1.1M -3,496 -8%
MAM
74
Meeder Asset Management
Ohio
$12.9M +$12.8M +40,729 +15,972%
SBH
75
Segall Bryant & Hamill
Illinois
$12.8M +$809K +2,576 +7%
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