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Morningstar
MORN

Overview Fund Activity

458 hedge funds and large institutions have $7.47B invested in Morningstar in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 187 increasing their positions, 131 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
6.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
67
Increased
187
Reduced
131
Closed
48
Calls
$4.35M
Puts
$1.11M
Net Calls
+$3.24M
Net Calls Change
-$466K

Top Buyers

1
Millennium Management
Millennium Management
New York
$162M
2
Two Sigma Investments
Two Sigma Investments
New York
$33.9M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$27.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$22.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$14.2M
2
Bank of America
Bank of America
North Carolina
$275M
3
Select Equity Group
Select Equity Group
New York
$352M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$259M
5
Vanguard Group
Vanguard Group
Pennsylvania
$798M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
126
Neuberger Berman Group
New York
$4.51M -$12.6K -42 -0.3%
OAM
127
Oppenheimer Asset Management
New York
$4.22M +$221K +738 +6%
New York State Common Retirement Fund
128
New York State Common Retirement Fund
New York
$4.19M – – –
HSBC Holdings
129
HSBC Holdings
United Kingdom
$4.18M +$2.32M +7,776 +124%
MOACM
130
Mutual of America Capital Management
New York
$4.17M -$110K -367 -3%
Daiwa Securities Group
131
Daiwa Securities Group
Japan
$4.07M -$285K -950 -7%
CWM
132
Congress Wealth Management
Massachusetts
$3.98M +$975K +3,250 +32%
ACM
133
Aquatic Capital Management
Illinois
$3.93M +$3.13M +10,432 +389%
Citigroup
134
Citigroup
New York
$3.93M +$554K +1,846 +16%
SSA
135
Schonfeld Strategic Advisors
New York
$3.89M +$1.68M +5,596 +76%
VOYA Investment Management
136
VOYA Investment Management
Georgia
$3.88M +$324K +1,081 +9%
YIA
137
YHB Investment Advisors
Connecticut
$3.86M +$2.4K +8 +0.1%
AB
138
Amalgamated Bank
New York
$3.84M -$132K -439 -3%
CCMINC
139
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.7M +$82.5K +275 +2%
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$3.66M +$141K +470 +4%
SAA
141
Southeast Asset Advisors
Georgia
$3.36M -$152K -507 -4%
BNP Paribas Asset Management
142
BNP Paribas Asset Management
France
$3.36M – – –
CB
143
Commerce Bank
Missouri
$3.23M +$181K +605 +6%
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$3.14M – – –
Lazard Asset Management
145
Lazard Asset Management
New York
$3.14M +$2.63M +8,773 +519%
KIC
146
Kensington Investment Counsel
California
$3.12M -$84.3K -281 -3%
CI
147
Ceera Investments
Texas
$2.93M – – –
PFSRSONJ
148
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.91M +$25.8K +86 +0.9%
VA
149
Vident Advisory
Georgia
$2.9M +$2.9M +9,660 New
Baird Financial Group
150
Baird Financial Group
Wisconsin
$2.85M +$2.85M +9,503 New
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