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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 %
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.33M 7,426 -923 -11%
Acadian Asset Management
177
Acadian Asset Management
Massachusetts
$2.3M 7,321 +7,321 New
CCIA
178
Campbell & Co Investment Adviser
Maryland
$2.21M 7,046 +3,721 +112%
ELI
179
Empire Life Investments
Ontario, Canada
$2.18M 6,934 -127 -2%
COPPSERS
180
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.15M 6,839 +381 +6%
SOMRS
181
State of Michigan Retirement System
Michigan
$2.01M 6,400 -100 -2%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$2M 6,372 – –
NG
183
Norden Group
Utah
$1.99M 6,323 -514 -8%
LPL Financial
184
LPL Financial
California
$1.98M 6,315 +479 +8%
HSBC Holdings
185
HSBC Holdings
United Kingdom
$1.92M 6,140 -7,902 -56%
A
186
AlphaQuest
New York
$1.91M 6,072 -438 -7%
ACM
187
Ashford Capital Management
Delaware
$1.9M 6,059 +666 +12%
MML Investors Services
188
MML Investors Services
Massachusetts
$1.89M 6,033 +516 +9%
New York State Teachers Retirement System (NYSTRS)
189
New York State Teachers Retirement System (NYSTRS)
New York
$1.88M 6,000 +100 +2%
NMIMC
190
Northwestern Mutual Investment Management Company
Wisconsin
$1.87M 5,943 -64 -1%
HCA
191
Harbor Capital Advisors
Illinois
$1.86M 5,939 +75 +1%
NAAA
192
New Age Alpha Advisors
New York
$1.83M 5,822 +351 +6%
KK
193
KLP Kapitalforvaltning
Norway
$1.82M 5,800 +100 +2%
OPERF
194
Oregon Public Employees Retirement Fund
Oregon
$1.72M 5,488 – –
NMERB
195
New Mexico Educational Retirement Board
New Mexico
$1.63M 5,200 – –
AIP
196
Ameritas Investment Partners
Nebraska
$1.62M 5,168 -148 -3%
LTAS
197
Linden Thomas Advisory Services
North Carolina
$1.62M 5,156 -44 -0.8%
FRM
198
Fox Run Management
Connecticut
$1.61M 5,130 +2,453 +92%
WG
199
Winton Group
United Kingdom
$1.61M 5,115 +5,115 New
GPGA
200
Grandeur Peak Global Advisors
Utah
$1.57M 4,986 +1,171 +31%
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