Morningstar
MORN
MORN
461 hedge funds and large institutions have $7.46B invested in Morningstar in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 191 increasing their positions, 132 reducing their positions, and 49 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
3% more funds holding
Funds holding: 449 → 461 (+12)
1.88% less ownership
Funds ownership: 60% → 58.12% (-1.9%)
14% less capital invested
Capital invested by funds: $8.66B → $7.46B (-$1.2B)
Holders
461
Holding in Top 10
3
Calls
$4.35M
Puts
$1.11M
Top Buyers
| 1 | +$79.7M | |
| 2 | +$24.2M | |
| 3 | +$22.4M | |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$20.3M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$19.1M |
Top Sellers
| 1 | -$196M | |
| 2 | -$122M | |
| 3 | -$63.6M | |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$48.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$45.1M |