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Morningstar
MORN
MORN
473 hedge funds and large institutions have $5.27B invested in Morningstar in 2025 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 148 increasing their positions, 191 reducing their positions, and 58 closing their positions.
New
Increased
Maintained
Reduced
Closed
330% more call options, than puts
Call options by funds: $9.62M | Put options by funds: $2.24M
53% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 58
5% more funds holding
Funds holding: 450 → 473 (+23)
0.48% more ownership
Funds ownership: 59.07% → 59.55% (+0.48%)
9% less capital invested
Capital invested by funds: $5.82B → $5.27B (-$547M)
23% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 191
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
473
Holders Change
+23
Holders Change %
+5.11%
% of All Funds
5.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
89
Increased
148
Reduced
191
Closed
58
Calls
$9.62M
Puts
$2.24M
Net Calls
+$7.38M
Net Calls Change
-$6.36M
Top Buyers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$113M |
| 2 |
Jane Street
New York
|
+$64.9M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$63.3M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$56.8M |
| 5 |
Two Sigma Advisers
New York
|
+$41.9M |
