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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 %
Neuberger Berman Group
126
Neuberger Berman Group
New York
$4.59M -$132K -421 -3%
SCM
127
Sone Capital Management
New York
$4.57M -$7.53M -23,990 -62%
First Trust Advisors
128
First Trust Advisors
Illinois
$4.52M -$17.3M -55,056 -79%
CWM
129
Congress Wealth Management
Massachusetts
$4.41M +$246K +783 +6%
CCMINC
130
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.35M +$477K +1,519 +12%
Stifel Financial
131
Stifel Financial
Missouri
$4.24M -$535K -1,704 -11%
OAM
132
Oppenheimer Asset Management
New York
$4.16M -$258K -823 -6%
MOACM
133
Mutual of America Capital Management
New York
$4.16M -$209K -667 -5%
N
134
Natixis
France
$4.06M -$5.63M -17,933 -58%
Daiwa Securities Group
135
Daiwa Securities Group
Japan
$3.99M -$267K -850 -6%
New York State Common Retirement Fund
136
New York State Common Retirement Fund
New York
$3.97M -$419K -1,334 -10%
AB
137
Amalgamated Bank
New York
$3.94M -$77.5K -247 -2%
YIA
138
YHB Investment Advisors
Connecticut
$3.82M -$221K -705 -5%
MFAM
139
Motley Fool Asset Management
Virginia
$3.69M -$1.12M -3,557 -23%
BNP Paribas Asset Management
140
BNP Paribas Asset Management
France
$3.61M +$83.8K +267 +2%
SSA
141
Schonfeld Strategic Advisors
New York
$3.56M -$520K -1,656 -13%
SAA
142
Southeast Asset Advisors
Georgia
$3.52M +$2.83K +9 +0.1%
VA
143
Vident Advisory
Georgia
$3.51M +$478K +1,524 +16%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$3.45M -$385K -1,225 -10%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$3.28M – – –
KIC
146
Kensington Investment Counsel
California
$3.25M -$18.2K -58 -0.6%
YIH
147
Y-Intercept (HK)
Hong Kong
$3.16M +$2.61M +8,306 +475%
CB
148
Commerce Bank
Missouri
$3.14M -$237K -756 -7%
CI
149
Ceera Investments
Texas
$3.07M – – –
DP
150
Dearborn Partners
Illinois
$3.03M +$2.55M +8,117 +525%
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