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Morningstar
MORN
MORN
450 hedge funds and large institutions have $5.82B invested in Morningstar in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 163 increasing their positions, 178 reducing their positions, and 75 closing their positions.
New
Increased
Maintained
Reduced
Closed
688% more call options, than puts
Call options by funds: $15.7M | Put options by funds: $2M
8% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 178
1.65% less ownership
Funds ownership: 60.72% → 59.07% (-1.7%)
6% less funds holding
Funds holding: 480 → 450 (-30)
28% less capital invested
Capital invested by funds: $8.05B → $5.82B (-$2.23B)
32% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 75
Holders
450
Holders Change
-30
Holders Change %
-6.25%
% of All Funds
5.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
163
Reduced
178
Closed
75
Calls
$15.7M
Puts
$2M
Net Calls
+$13.7M
Net Calls Change
+$10.8M
Top Buyers
| 1 |
Select Equity Group
New York
|
+$264M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$83.8M |
| 3 |
Renaissance Technologies
New York
|
+$52.1M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$39.1M |
| 5 |
Two Sigma Investments
New York
|
+$33.5M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$201M |
| 2 |
Millennium Management
New York
|
-$137M |
| 3 |
Goldman Sachs
New York
|
-$74.4M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$72.7M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$66.2M |
