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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 %
Asset Management One
151
Asset Management One
Japan
$2.98M -$5.22M -16,627 -64%
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$2.95M +$120K +382 +4%
GAM
153
Gotham Asset Management
New York
$2.95M +$1.66M +5,286 +129%
BHCM
154
Brevan Howard Capital Management
Jersey
$2.94M +$1.35M +4,288 +85%
ACM
155
Aquatic Capital Management
Illinois
$2.82M -$1.3M -4,138 -32%
YCM
156
Yousif Capital Management
Michigan
$2.81M -$102K -326 -4%
PFSRSONJ
157
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.81M -$231K -735 -8%
Universal-Beteiligungs- und Servicegesellschaft
158
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.78M +$1.94M +6,173 +230%
GC
159
Globeflex Capital
California
$2.77M – – –
AAM
160
Azzad Asset Management
Virginia
$2.73M -$1.57K -5 -0.1%
1832 Asset Management
161
1832 Asset Management
Ontario, Canada
$2.7M +$2.7M +8,600 New
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$2.68M -$18.2K -58 -0.7%
State of New Jersey Common Pension Fund D
163
State of New Jersey Common Pension Fund D
New Jersey
$2.67M – – –
M&T Bank
164
M&T Bank
New York
$2.65M +$21.7K +69 +0.8%
Corient Private Wealth
165
Corient Private Wealth
Florida
$2.65M -$122K -390 -4%
Comerica Bank
166
Comerica Bank
Texas
$2.62M -$67.8K -216 -3%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$2.58M +$371K +1,183 +17%
BMSSC
168
B. Metzler seel. Sohn & Co
Germany
$2.54M -$135K -429 -5%
ASRS
169
Arizona State Retirement System
Arizona
$2.54M +$31.7K +101 +1%
US Bancorp
170
US Bancorp
Minnesota
$2.5M +$18.2K +58 +0.7%
TRSOTSOK
171
Teachers Retirement System of the State of Kentucky
Kentucky
$2.44M – – –
Loomis, Sayles & Company
172
Loomis, Sayles & Company
Massachusetts
$2.4M +$1.62M +5,149 +207%
State of Wisconsin Investment Board
173
State of Wisconsin Investment Board
Wisconsin
$2.38M -$371K -1,183 -13%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$2.37M +$1.36M +4,339 +136%
RAM
175
Redmond Asset Management
Virginia
$2.36M – – –
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