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Morningstar
MORN

Overview Fund Activity

458 hedge funds and large institutions have $7.47B invested in Morningstar in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 187 increasing their positions, 131 reducing their positions, and 48 closing their positions.

Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
6.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
67
Increased
187
Reduced
131
Closed
48
Calls
$4.35M
Puts
$1.11M
Net Calls
+$3.24M
Net Calls Change
-$466K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$162M
2
NL
2
Nuveen LLC
North Carolina
$38.3M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$33.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$27.5M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$22.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$14.2M
2
Bank of America
2
Bank of America
North Carolina
$275M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Select Equity Group
4
Select Equity Group
New York
$352M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$259M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$811M 2,704,022 +36,269 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$798M 2,660,458 -143,153 -5%
Morgan Stanley
3
Morgan Stanley
New York
$630M 2,101,105 +44,195 +2%
BAMCO Inc
4
BAMCO Inc
New York
$390M 1,299,508 -5,647 -0.4%
Select Equity Group
5
Select Equity Group
New York
$352M 1,172,567 -201,868 -15%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$324M 1,079,805 -794 -0.1%
Bank of America
7
Bank of America
North Carolina
$275M 916,435 -386,895 -30%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$273M 910,156 -65,037 -7%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$259M 862,259 -154,047 -15%
State Street
10
State Street
Massachusetts
$255M 850,005 +8,371 +1%
WA
11
Wasatch Advisors
Utah
$199M 664,245 -25,909 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$185M 615,533 +54,102 +10%
Millennium Management
13
Millennium Management
New York
$162M 540,795 +253,137 +88%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$126M 419,980 +20,395 +5%
LIP
15
Liontrust Investment Partners
United Kingdom
$96.8M 322,920 -10,711 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$95.1M 317,127 +12,113 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$81M 270,177 -17,854 -6%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$76.9M 255,057 -17,894 -7%
Renaissance Technologies
19
Renaissance Technologies
New York
$70.6M 235,270 +46,900 +25%
Northern Trust
20
Northern Trust
Illinois
$65.3M 217,616 -12,533 -5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$60.2M 200,763 +10,108 +5%
Charles Schwab
22
Charles Schwab
California
$58.9M 196,465 +2,270 +1%
MGP
23
M&G plc
United Kingdom
$50.6M 168,677 -7,993 -5%
PFM
24
Premier Fund Managers
United Kingdom
$50.3M 170,068 +20,068 +13%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$48.9M 162,936 +45,780 +39%
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