MORN icon

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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$14.2M
2
Bank of America
2
Bank of America
North Carolina
$275M
3
Select Equity Group
3
Select Equity Group
New York
$352M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$259M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$798M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$9.61M -$809K -2,697 -8%
Ameriprise
77
Ameriprise
Minnesota
$9.18M -$141K -471 -2%
N
78
Natixis
France
$9.17M +$4.45M +14,979 +94%
CF
79
Corebridge Financial
Texas
$9.04M -$222K -741 -2%
Teacher Retirement System of Texas
80
Teacher Retirement System of Texas
Texas
$8.06M -$1.76M -5,863 -18%
Asset Management One
81
Asset Management One
Japan
$7.78M -$1.5M -5,022 -16%
MGWM
82
Marks Group Wealth Management
Minnesota
$7.74M +$168K +560 +2%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$7.7M -$85.2K -284 -1%
QT
84
Quantbot Technologies
New York
$7.64M +$5.99M +19,982 +364%
UCFA
85
United Capital Financial Advisors
Texas
$7.62M +$3.74M +12,477 +97%
KCM
86
Kornitzer Capital Management
Kansas
$7.59M -$159K -530 -2%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$7.45M – – –
CI
88
Cooper Investors
Australia
$7.31M +$934K +3,114 +15%
Tudor Investment Corp
89
Tudor Investment Corp
Connecticut
$6.98M +$6.98M +23,271 New
PI
90
PineBridge Investments
New York
$6.61M -$548K -1,826 -8%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.54M -$205K -683 -3%
MFWM
92
Motley Fool Wealth Management
Virginia
$6.53M -$584K -1,948 -8%
Janus Henderson Group
93
Janus Henderson Group
United Kingdom
$6.44M +$2.73M +9,227 +74%
Holocene Advisors
94
Holocene Advisors
New York
$6.38M +$2.42M +8,055 +61%
Canada Life
95
Canada Life
Manitoba, Canada
$6.37M -$531K -1,770 -8%
QCM
96
Quantinno Capital Management
New York
$6.3M +$4.23M +14,099 +204%
VCM
97
Voleon Capital Management
California
$6.28M -$295K -985 -4%
Jane Street
98
Jane Street
New York
$6.18M +$5.79M +19,292 +1,472%
SIM
99
SW Investment Management
Colorado
$6M – – –
Prudential Financial
100
Prudential Financial
New Jersey
$5.91M +$709K +2,366 +14%
2 3
4
5 6