MORN icon

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 %
Voloridge Investment Management
76
Voloridge Investment Management
Florida
$12.7M +$12.3M +39,194 +3,158%
Janus Henderson Group
77
Janus Henderson Group
United Kingdom
$11.9M +$5.09M +16,212 +74%
Jane Street
78
Jane Street
New York
$10.8M +$4.33M +13,798 +67%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$10.2M -$110K -351 -1%
AllianceBernstein
80
AllianceBernstein
Tennessee
$10.1M +$42.4K +135 +0.4%
Bank of Nova Scotia
81
Bank of Nova Scotia
Ontario, Canada
$10M -$3.92M -12,500 -28%
HF
82
HRT Financial
New York
$9.97M +$4.59M +14,619 +85%
QCM
83
Quantinno Capital Management
New York
$9.78M +$3.18M +10,123 +48%
CI
84
Cooper Investors
Australia
$9.73M +$2.07M +6,598 +27%
Holocene Advisors
85
Holocene Advisors
New York
$9.17M +$2.49M +7,927 +37%
SPS
86
Susquehanna Portfolio Strategies
Pennsylvania
$9.13M +$9.13M +29,070 New
MF
87
Magnetar Financial
Illinois
$8.86M +$4M +12,727 +82%
TIG
88
Tribune Investment Group
New York
$8.79M -$2.51M -8,000 -22%
EGM
89
Engineers Gate Manager
New York
$8.51M +$2.53M +8,056 +42%
ECM
90
ExodusPoint Capital Management
New York
$8.5M +$2.67M +8,497 +46%
VCM
91
Voleon Capital Management
California
$8.46M +$1.88M +6,003 +29%
MGWM
92
Marks Group Wealth Management
Minnesota
$8.16M +$49.3K +157 +0.6%
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$8M -$63.7K -203 -0.8%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$7.85M +$50.2K +160 +0.6%
UCFA
95
United Capital Financial Advisors
Texas
$7.82M -$153K -488 -2%
KCM
96
Kornitzer Capital Management
Kansas
$7.8M -$145K -463 -2%
Teacher Retirement System of Texas
97
Teacher Retirement System of Texas
Texas
$7.77M -$676K -2,152 -8%
Tudor Investment Corp
98
Tudor Investment Corp
Connecticut
$7.73M +$426K +1,356 +6%
SCPM
99
Sea Cliff Partners Management
California
$7.53M +$7.53M +24,000 New
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
$7.19M -$5.37M -17,113 -43%
2 3
4
5 6