Morningstar
MORN
MORN
467 hedge funds and large institutions have $5.26B invested in Morningstar in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 146 increasing their positions, 190 reducing their positions, and 59 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
10% less capital invested
Capital invested by funds: $5.82B → $5.26B (-$554M)
23% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 190
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
467
Holding in Top 10
–
Calls
$9.62M
Puts
$2.24M
Top Buyers
| 1 | +$113M | |
| 2 | +$64.9M | |
| 3 | +$63.3M | |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$52.2M |
| 5 |
Two Sigma Advisers
New York
|
+$41.9M |
Top Sellers
| 1 | -$126M | |
| 2 | -$125M | |
| 3 | -$80.3M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$51.1M |
| 5 |
AC
Annandale Capital
Dallas,
Texas
|
-$46.6M |
