MORN icon

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 %
LSERS
176
Louisiana State Employees Retirement System
Louisiana
$2.35M -$31.4K -100 -1%
BRCM
177
Bright Rock Capital Management
Massachusetts
$2.35M – – –
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.33M -$290K -923 -11%
Acadian Asset Management
179
Acadian Asset Management
Massachusetts
$2.3M +$2.3M +7,321 New
CCIA
180
Campbell & Co Investment Adviser
Maryland
$2.21M +$1.17M +3,721 +112%
ELI
181
Empire Life Investments
Ontario, Canada
$2.18M -$39.9K -127 -2%
COPPSERS
182
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.15M +$120K +381 +6%
SOMRS
183
State of Michigan Retirement System
Michigan
$2.01M -$31.4K -100 -2%
Handelsbanken Fonder
184
Handelsbanken Fonder
Sweden
$2M – – –
NG
185
Norden Group
Utah
$1.99M -$161K -514 -8%
LPL Financial
186
LPL Financial
California
$1.98M +$150K +479 +8%
OBAM
187
ODDO BHF Asset Management
France
$1.93M -$52.7K -168 -3%
HSBC Holdings
188
HSBC Holdings
United Kingdom
$1.92M -$2.47M -7,902 -56%
A
189
AlphaQuest
New York
$1.91M -$138K -438 -7%
ACM
190
Ashford Capital Management
Delaware
$1.9M +$209K +666 +12%
MML Investors Services
191
MML Investors Services
Massachusetts
$1.89M +$162K +516 +9%
New York State Teachers Retirement System (NYSTRS)
192
New York State Teachers Retirement System (NYSTRS)
New York
$1.88M +$31.4K +100 +2%
NMIMC
193
Northwestern Mutual Investment Management Company
Wisconsin
$1.87M -$20.1K -64 -1%
HCA
194
Harbor Capital Advisors
Illinois
$1.86M +$23.5K +75 +1%
NAAA
195
New Age Alpha Advisors
New York
$1.83M +$110K +351 +6%
KK
196
KLP Kapitalforvaltning
Norway
$1.82M +$31.4K +100 +2%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$1.81M -$22.3K -71 -1%
OPERF
198
Oregon Public Employees Retirement Fund
Oregon
$1.72M – – –
NMERB
199
New Mexico Educational Retirement Board
New Mexico
$1.63M – – –
AIP
200
Ameritas Investment Partners
Nebraska
$1.62M -$46.5K -148 -3%
6 7
8
9 10