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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 %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$6.94M +$1.53M +4,882 +28%
Prudential Financial
102
Prudential Financial
New Jersey
$6.85M +$661K +2,107 +11%
VanEck Associates
103
VanEck Associates
New York
$6.53M +$6.53M +20,797 New
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.42M -$425K -1,354 -6%
JF
105
Jump Financial
Illinois
$6.36M +$1M +3,196 +19%
Canada Life
106
Canada Life
Manitoba, Canada
$6.36M -$302K -963 -5%
EP
107
Edgestream Partners
New Jersey
$6.35M +$6.35M +20,225 New
MFWM
108
Motley Fool Wealth Management
Virginia
$6.18M -$654K -2,082 -10%
PI
109
PineBridge Investments
New York
$5.81M -$1.11M -3,537 -16%
Citigroup
110
Citigroup
New York
$5.8M +$1.68M +5,357 +41%
Squarepoint
111
Squarepoint
New York
$5.7M -$14.4M -45,888 -72%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$5.66M +$1.6M +5,102 +39%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$5.56M +$3.12M +9,928 +128%
SOADOR
114
State of Alaska Department of Revenue
Alaska
$5.51M +$728K +2,320 +15%
Victory Capital Management
115
Victory Capital Management
Texas
$5.5M +$72.8K +232 +1%
Barclays
116
Barclays
United Kingdom
$5.45M -$249K -792 -4%
Allianz Asset Management
117
Allianz Asset Management
Germany
$5.25M +$5.25M +16,713 New
Man Group
118
Man Group
United Kingdom
$5.16M -$898K -2,859 -15%
Fisher Asset Management
119
Fisher Asset Management
Washington
$5.07M -$439K -1,398 -8%
HighTower Advisors
120
HighTower Advisors
Illinois
$4.83M -$46.5K -148 -1%
American Century Companies
121
American Century Companies
Missouri
$4.81M +$2.18M +6,936 +83%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$4.74M -$1.2M -3,822 -20%
Capital Fund Management (CFM)
123
Capital Fund Management (CFM)
France
$4.73M +$4.73M +15,057 New
MIM
124
MetLife Investment Management
New Jersey
$4.71M -$361K -1,151 -7%
Verition Fund Management
125
Verition Fund Management
Connecticut
$4.68M -$557K -1,773 -11%
3 4
5
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