Morningstar
MORN
464 hedge funds and large institutions have $7.57B invested in Morningstar in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 192 increasing their positions, 132 reducing their positions, and 48 closing their positions.
293% more call options, than puts
Call options by funds: $4.35M | Put options by funds: $1.11M
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
45% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 132
38% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 48
3% more funds holding
Funds holding: 450 → 464 (+14)
1.08% less ownership
Funds ownership: 60.03% → 58.95% (-1.1%)
13% less capital invested
Capital invested by funds: $8.67B → $7.57B (-$1.1B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$79.7M |
| 2 |
Two Sigma Investments
New York
|
+$24.2M |
| 3 |
Two Sigma Advisers
New York
|
+$22.4M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$20.3M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$196M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$122M |
| 3 |
Select Equity Group
New York
|
-$63.6M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$48.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$45.1M |
MORN Hedge Fund Activity: Q1 2025 in Review
464 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q1 2025, worth a combined $7.57B — down 13% from $8.67B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new MORN positions and 48 closed out — a net gain of 18 holders — while 192 added to existing stakes and 132 trimmed.
The largest buyer was Millennium Management, adding an estimated $79.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $196M.
- 464 institutional investors held Morningstar (MORN) as of Q1 2025, up from 450 in Q4 2024.
- Funds reported $7.57B of Morningstar stock for Q1 2025, down 13% quarter-over-quarter.
- 66 funds opened new Morningstar positions in Q1 2025 and 48 closed out, a net change of +18 holders.
- The largest Morningstar buyer in Q1 2025 was Millennium Management, an estimated $79.7M added.
- The largest Morningstar seller in Q1 2025 was T. Rowe Price Associates, an estimated $196M sold.
Based on aggregated 13F filings for Q1 2025.