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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 %
Prudential Financial
101
Prudential Financial
New Jersey
$6.85M 21,826 +2,107 +11%
VanEck Associates
102
VanEck Associates
New York
$6.53M 20,797 +20,797 New
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.42M 20,455 -1,354 -6%
JF
104
Jump Financial
Illinois
$6.36M 20,266 +3,196 +19%
Canada Life
105
Canada Life
Manitoba, Canada
$6.36M 20,256 -963 -5%
EP
106
Edgestream Partners
New Jersey
$6.35M 20,225 +20,225 New
MFWM
107
Motley Fool Wealth Management
Virginia
$6.18M 19,701 -2,082 -10%
PI
108
PineBridge Investments
New York
$5.81M 18,517 -3,537 -16%
Citigroup
109
Citigroup
New York
$5.8M 18,465 +5,357 +41%
Squarepoint
110
Squarepoint
New York
$5.7M 18,143 -45,888 -72%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$5.66M 18,042 +5,102 +39%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$5.56M 17,696 +9,928 +128%
SOADOR
113
State of Alaska Department of Revenue
Alaska
$5.51M 17,557 +2,320 +15%
Victory Capital Management
114
Victory Capital Management
Texas
$5.5M 17,534 +232 +1%
Barclays
115
Barclays
United Kingdom
$5.45M 17,356 -792 -4%
Allianz Asset Management
116
Allianz Asset Management
Germany
$5.25M 16,713 +16,713 New
Man Group
117
Man Group
United Kingdom
$5.16M 16,421 -2,859 -15%
Fisher Asset Management
118
Fisher Asset Management
Washington
$5.07M 16,141 -1,398 -8%
HighTower Advisors
119
HighTower Advisors
Illinois
$4.83M 15,397 -148 -1%
American Century Companies
120
American Century Companies
Missouri
$4.81M 15,308 +6,936 +83%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$4.74M 15,086 -3,822 -20%
Capital Fund Management (CFM)
122
Capital Fund Management (CFM)
France
$4.73M 15,057 +15,057 New
MIM
123
MetLife Investment Management
New Jersey
$4.71M 15,008 -1,151 -7%
Verition Fund Management
124
Verition Fund Management
Connecticut
$4.68M 14,920 -1,773 -11%
Neuberger Berman Group
125
Neuberger Berman Group
New York
$4.59M 14,616 -421 -3%
3 4
5
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