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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 %
SCM
126
Sone Capital Management
New York
$4.57M 14,559 -23,990 -62%
First Trust Advisors
127
First Trust Advisors
Illinois
$4.52M 14,400 -55,056 -79%
CWM
128
Congress Wealth Management
Massachusetts
$4.41M 14,043 +783 +6%
CCMINC
129
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.35M 13,854 +1,519 +12%
Stifel Financial
130
Stifel Financial
Missouri
$4.24M 13,513 -1,704 -11%
OAM
131
Oppenheimer Asset Management
New York
$4.16M 13,238 -823 -6%
MOACM
132
Mutual of America Capital Management
New York
$4.16M 13,237 -667 -5%
N
133
Natixis
France
$4.06M 12,948 -17,933 -58%
Daiwa Securities Group
134
Daiwa Securities Group
Japan
$3.99M 12,717 -850 -6%
New York State Common Retirement Fund
135
New York State Common Retirement Fund
New York
$3.97M 12,641 -1,334 -10%
AB
136
Amalgamated Bank
New York
$3.94M 12,542 -247 -2%
YIA
137
YHB Investment Advisors
Connecticut
$3.82M 12,179 -705 -5%
MFAM
138
Motley Fool Asset Management
Virginia
$3.69M 11,753 -3,557 -23%
BNP Paribas Asset Management
139
BNP Paribas Asset Management
France
$3.61M 11,485 +267 +2%
SSA
140
Schonfeld Strategic Advisors
New York
$3.56M 11,330 -1,656 -13%
SAA
141
Southeast Asset Advisors
Georgia
$3.52M 11,227 +9 +0.1%
VA
142
Vident Advisory
Georgia
$3.51M 11,184 +1,524 +16%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$3.45M 10,984 -1,225 -10%
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$3.28M 10,460 – –
KIC
145
Kensington Investment Counsel
California
$3.25M 10,343 -58 -0.6%
YIH
146
Y-Intercept (HK)
Hong Kong
$3.16M 10,054 +8,306 +475%
CB
147
Commerce Bank
Missouri
$3.14M 10,015 -756 -7%
CI
148
Ceera Investments
Texas
$3.07M 9,786 – –
DP
149
Dearborn Partners
Illinois
$3.03M 9,663 +8,117 +525%
Asset Management One
150
Asset Management One
Japan
$2.98M 9,486 -16,627 -64%
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