Morningstar
MORN
447 hedge funds and large institutions have $3.99B invested in Morningstar in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 167 increasing their positions, 171 reducing their positions, and 94 closing their positions.
0.64% more ownership
Funds ownership: 58.92% → 59.57% (+0.64%)
2% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 171
6% less funds holding
Funds holding: 474 → 447 (-27)
23% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 94
24% less capital invested
Capital invested by funds: $5.27B → $3.99B (-$1.28B)
51% less call options, than puts
Call options by funds: $3.26M | Put options by funds: $6.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Los Angeles Capital Management
Los Angeles,
California
|
+$120M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$97.8M |
| 3 |
Two Sigma Investments
New York
|
+$88.6M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
+$29.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$164M |
| 2 |
BAMCO Inc
New York
|
-$89.6M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$73M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$51.4M |
| 5 |
Morgan Stanley
New York
|
-$51.2M |
MORN Hedge Fund Activity: Q1 2026 in Review
447 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q1 2026, worth a combined $3.99B — down 24% from $5.27B a quarter earlier.
Sellers outnumbered buyers: 94 funds closed out of MORN and 72 opened new positions — a net loss of 22 holders — while 171 trimmed existing stakes and 167 added.
The largest buyer was Los Angeles Capital Management, adding an estimated $120M. The largest seller was Select Equity Group, cutting an estimated $164M.
- 447 institutional investors held Morningstar (MORN) as of Q1 2026, down from 474 in Q4 2025.
- Funds reported $3.99B of Morningstar stock for Q1 2026, down 24% quarter-over-quarter.
- 72 funds opened new Morningstar positions in Q1 2026 and 94 closed out, a net change of -22 holders.
- The largest Morningstar buyer in Q1 2026 was Los Angeles Capital Management, an estimated $120M added.
- The largest Morningstar seller in Q1 2026 was Select Equity Group, an estimated $164M sold.
Based on aggregated 13F filings for Q1 2026.