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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
$255M
2
AQR Capital Management
AQR Capital Management
Connecticut
$92.3M
3
Goldman Sachs
Goldman Sachs
New York
$119M
4
Invesco
Invesco
Georgia
$88.2M
5
Amundi
Amundi
France
$50.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$245M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$201M
3
BlackRock
BlackRock
New York
$791M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$85.9M
5
PIMC
Praesidium Investment Management Company
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$827M -$8.37M -26,657 -1%
BlackRock
2
BlackRock
New York
$791M -$57.9M -184,505 -7%
Morgan Stanley
3
Morgan Stanley
New York
$651M -$8.83M -28,127 -1%
BAMCO Inc
4
BAMCO Inc
New York
$407M -$1.31M -4,182 -0.3%
Select Equity Group
5
Select Equity Group
New York
$349M -$18.6M -59,266 -5%
Bank of America
6
Bank of America
North Carolina
$286M -$1.38M -4,382 -0.5%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$266M -$19.3M -61,587 -7%
Millennium Management
8
Millennium Management
New York
$255M +$84.9M +270,363 +50%
State Street
9
State Street
Massachusetts
$246M -$20.7M -65,830 -8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$245M -$93.9M -298,964 -28%
WA
11
Wasatch Advisors
Utah
$202M -$6.1M -19,446 -3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$201M -$69.7M -222,127 -26%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$197M +$3.58M +11,408 +2%
LIP
14
Liontrust Investment Partners
United Kingdom
$123M +$21.6M +68,896 +21%
Goldman Sachs
15
Goldman Sachs
New York
$119M +$75.2M +239,563 +174%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$104M +$4.55M +14,504 +5%
Norges Bank
17
Norges Bank
Norway
$93.2M +$93.2M +296,958 New
AQR Capital Management
18
AQR Capital Management
Connecticut
$92.3M +$80.6M +256,806 +691%
Invesco
19
Invesco
Georgia
$88.2M +$64.1M +204,277 +267%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$85.9M -$45.9M -146,225 -35%
Renaissance Technologies
21
Renaissance Technologies
New York
$83.2M +$9.39M +29,900 +13%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$74.2M +$11.2M +35,561 +18%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$66.2M -$13.4M -42,888 -17%
Northern Trust
24
Northern Trust
Illinois
$65.4M -$2.9M -9,235 -4%
PFM
25
Premier Fund Managers
United Kingdom
$62.9M +$9.63M +30,739 +18%
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