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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 %
Ensign Peak Advisors
151
Ensign Peak Advisors
Utah
$2.95M 9,395 +382 +4%
GAM
152
Gotham Asset Management
New York
$2.95M 9,390 +5,286 +129%
BHCM
153
Brevan Howard Capital Management
Jersey
$2.94M 9,354 +4,288 +85%
ACM
154
Aquatic Capital Management
Illinois
$2.82M 8,973 -4,138 -32%
YCM
155
Yousif Capital Management
Michigan
$2.81M 8,961 -326 -4%
PFSRSONJ
156
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.81M 8,961 -735 -8%
Universal-Beteiligungs- und Servicegesellschaft
157
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.78M 8,852 +6,173 +230%
GC
158
Globeflex Capital
California
$2.77M 8,835 – –
AAM
159
Azzad Asset Management
Virginia
$2.73M 8,683 -5 -0.1%
1832 Asset Management
160
1832 Asset Management
Ontario, Canada
$2.7M 8,600 +8,600 New
Pathstone Holdings
161
Pathstone Holdings
New Jersey
$2.68M 8,544 -58 -0.7%
State of New Jersey Common Pension Fund D
162
State of New Jersey Common Pension Fund D
New Jersey
$2.67M 8,498 – –
M&T Bank
163
M&T Bank
New York
$2.65M 8,445 +69 +0.8%
Corient Private Wealth
164
Corient Private Wealth
Florida
$2.65M 8,428 -390 -4%
Comerica Bank
165
Comerica Bank
Texas
$2.62M 8,345 -216 -3%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$2.58M 8,212 +1,183 +17%
BMSSC
167
B. Metzler seel. Sohn & Co
Germany
$2.54M 8,088 -429 -5%
ASRS
168
Arizona State Retirement System
Arizona
$2.54M 8,081 +101 +1%
US Bancorp
169
US Bancorp
Minnesota
$2.5M 7,972 +58 +0.7%
TRSOTSOK
170
Teachers Retirement System of the State of Kentucky
Kentucky
$2.44M 7,770 – –
Loomis, Sayles & Company
171
Loomis, Sayles & Company
Massachusetts
$2.4M 7,631 +5,149 +207%
State of Wisconsin Investment Board
172
State of Wisconsin Investment Board
Wisconsin
$2.38M 7,589 -1,183 -13%
RAM
173
Redmond Asset Management
Virginia
$2.36M 7,528 – –
LSERS
174
Louisiana State Employees Retirement System
Louisiana
$2.35M 7,500 -100 -1%
BRCM
175
Bright Rock Capital Management
Massachusetts
$2.35M 7,500 – –
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