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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 %
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$11.9M 37,982 +16,212 +74%
Jane Street
77
Jane Street
New York
$10.8M 34,401 +13,798 +67%
Retirement Systems of Alabama
78
Retirement Systems of Alabama
Alabama
$10.2M 32,532 -351 -1%
AllianceBernstein
79
AllianceBernstein
Tennessee
$10.1M 32,166 +135 +0.4%
Bank of Nova Scotia
80
Bank of Nova Scotia
Ontario, Canada
$10M 32,000 -12,500 -28%
HF
81
HRT Financial
New York
$9.97M 31,773 +14,619 +85%
QCM
82
Quantinno Capital Management
New York
$9.78M 31,146 +10,123 +48%
CI
83
Cooper Investors
Australia
$9.73M 30,985 +6,598 +27%
Holocene Advisors
84
Holocene Advisors
New York
$9.17M 29,211 +7,927 +37%
SPS
85
Susquehanna Portfolio Strategies
Pennsylvania
$9.13M 29,070 +29,070 New
MF
86
Magnetar Financial
Illinois
$8.86M 28,223 +12,727 +82%
TIG
87
Tribune Investment Group
New York
$8.79M 28,000 -8,000 -22%
EGM
88
Engineers Gate Manager
New York
$8.51M 27,114 +8,056 +42%
ECM
89
ExodusPoint Capital Management
New York
$8.5M 27,066 +8,497 +46%
VCM
90
Voleon Capital Management
California
$8.46M 26,933 +6,003 +29%
MGWM
91
Marks Group Wealth Management
Minnesota
$8.16M 25,978 +157 +0.6%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$8M 25,483 -203 -0.8%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$7.85M 25,013 +160 +0.6%
UCFA
94
United Capital Financial Advisors
Texas
$7.82M 24,908 -488 -2%
KCM
95
Kornitzer Capital Management
Kansas
$7.8M 24,841 -463 -2%
Teacher Retirement System of Texas
96
Teacher Retirement System of Texas
Texas
$7.77M 24,736 -2,152 -8%
Tudor Investment Corp
97
Tudor Investment Corp
Connecticut
$7.73M 24,627 +1,356 +6%
SCPM
98
Sea Cliff Partners Management
California
$7.53M 24,000 +24,000 New
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$7.19M 22,915 -17,113 -43%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$6.94M 22,097 +4,882 +28%
2 3
4
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