| 2026-03-31 → 2026-06-30 | Berkshire Hathaway | TRIMMED | 513,624,165 | 483,394,015 | $2,504.6M |
| 2026-03-31 → 2026-06-30 | Renaissance Technologies | CLOSED | 1,384,787 | 0 | -$67.5M |
| 2026-03-31 → 2026-06-30 | Citadel Advisors | TRIMMED | 19,845,892 | 17,691,646 | $40.6M |
| 2026-03-31 → 2026-06-30 | Bridgewater Associates | TRIMMED | 1,042,897 | 1,020,674 | $7.3M |
| 2026-03-31 → 2026-06-30 | Point72 Asset Management | ADDED | 5,652,029 | 5,841,778 | $57.3M |
| 2026-03-31 → 2026-06-30 | D. E. Shaw & Co. | ADDED | 5,666,812 | 7,792,508 | $167.8M |
| 2026-03-31 → 2026-06-30 | Two Sigma Investments | TRIMMED | 6,696,994 | 2,676,437 | -$174.0M |
| 2026-03-31 → 2026-06-30 | Millennium Management | TRIMMED | 20,369,220 | 7,448,367 | -$568.6M |
| 2026-03-31 → 2026-06-30 | Fisher Asset Management | ADDED | 57,349,020 | 59,215,368 | $578.3M |
| 2026-03-31 → 2026-06-30 | AQR Capital Management | ADDED | 9,780,378 | 9,961,033 | $96.6M |
| 2026-03-31 → 2026-06-30 | Adage Capital Partners | ADDED | 6,399,373 | 6,492,673 | $58.0M |
| 2026-03-31 → 2026-06-30 | Norges Bank Investment Management | NEW | 0 | 83,794,863 | $4,774.6M |
| 2026-03-31 → 2026-06-30 | HBK Investments | TRIMMED | 238,569 | 138,900 | -$3.7M |
| 2026-03-31 → 2026-06-30 | Marshall Wace | ADDED | 2,200,332 | 12,486,267 | $604.2M |
| 2026-03-31 → 2026-06-30 | Capital Research Global Investors | TRIMMED | 4,692,650 | 4,483,481 | $26.7M |
| 2026-03-31 → 2026-06-30 | Harris Associates | ADDED | 18,907,859 | 23,090,903 | $394.0M |
| 2026-03-31 → 2026-06-30 | Sculptor Capital | TRIMMED | 2,232,655 | 2,034,655 | $7.1M |
| 2026-03-31 → 2026-06-30 | Neuberger Berman | TRIMMED | 2,439 | 2,286 | -$0.0M |
| 2026-03-31 → 2026-06-30 | Blackstone | TRIMMED | 95,018 | 42,068 | -$2.2M |
| 2026-03-31 → 2026-06-30 | Suvretta Capital (now Montanova Capital) | TRIMMED | 1,295,245 | 789,720 | -$18.1M |
| 2026-03-31 → 2026-06-30 | Ancora Advisors | TRIMMED | 775,619 | 715,456 | $3.0M |
| 2026-03-31 → 2026-06-30 | Arrowstreet Capital | ADDED | 10,881,052 | 16,638,101 | $417.6M |
| 2026-03-31 → 2026-06-30 | Pzena Investment Management | TRIMMED | 6,422,754 | 6,310,363 | $46.5M |
| 2026-03-31 → 2026-06-30 | Diamond Hill Capital Management | TRIMMED | 5,151,567 | 3,283,859 | -$64.0M |
| 2026-03-31 → 2026-06-30 | Clearbridge Investments | TRIMMED | 12,911,597 | 12,003,595 | $54.5M |
| 2026-03-31 → 2026-06-30 | Geode Capital Management | TRIMMED | 157,925,189 | 157,607,251 | $1,275.8M |
| 2026-03-31 → 2026-06-30 | Capital World Investors | TRIMMED | 144,289,396 | 115,849,982 | -$430.4M |
| 2026-03-31 → 2026-06-30 | PrimeCap Management | ADDED | 2,762,232 | 3,083,132 | $41.0M |
| 2026-03-31 → 2026-06-30 | Loomis Sayles | ADDED | 860 | 1,412 | $0.0M |
| 2026-03-31 → 2026-06-30 | Charles Schwab Investment Management | TRIMMED | 44,138,442 | 43,967,038 | $353.5M |
| 2026-03-31 → 2026-06-30 | Victory Capital Management | ADDED | 70,019 | 72,897 | $8.0M |
| 2026-03-31 → 2026-06-30 | Chilton Investment Company | TRIMMED | 27,312 | 21,749 | -$0.1M |
| 2026-03-31 → 2026-06-30 | Junto Capital Management | NEW | 0 | 1,232,323 | $70.2M |
| 2026-03-31 → 2026-06-30 | Moore Capital Management | TRIMMED | 1,646,720 | 215,880 | -$68.0M |
| 2026-03-31 → 2026-06-30 | Caxton Associates | ADDED | 25,712 | 2,020,979 | $113.9M |
| 2026-03-31 → 2026-06-30 | Verition Fund Management | TRIMMED | 4,973,000 | 4,688,000 | -$0.0M |
| 2026-03-31 → 2026-06-30 | Walleye Capital | TRIMMED | 2,141,968 | 776,530 | -$60.2M |
| 2026-03-31 → 2026-06-30 | Squarepoint Ops | TRIMMED | 2,048,786 | 1,022,554 | -$41.6M |
| 2026-03-31 → 2026-06-30 | Schonfeld Strategic Advisors | ADDED | 209,048 | 454,827 | $15.7M |
| 2026-03-31 → 2026-06-30 | Voleon Capital Management | TRIMMED | 504,280 | 213,080 | -$12.4M |
| 2026-03-31 → 2026-06-30 | Qube Research & Technologies | TRIMMED | 9,852,062 | 6,127,091 | -$131.2M |
| 2026-03-31 → 2026-06-30 | Capstone Investment Advisors | TRIMMED | 2,215,397 | 1,907,943 | $0.7M |
| 2026-03-31 → 2026-06-30 | Graham Capital Management | NEW | 0 | 18,375 | $1.0M |
| 2026-03-31 → 2026-06-30 | Man Group | ADDED | 4,420,655 | 6,325,843 | $144.9M |
| 2026-03-31 → 2026-06-30 | Hudson Bay Capital Management | ADDED | 36,192 | 64,368 | $37.6M |
| 2026-03-31 → 2026-06-30 | Rokos Capital Management | CLOSED | 350,600 | 0 | -$17.1M |
| 2026-03-31 → 2026-06-30 | Citrine Capital | ADDED | 6,466 | 6,529 | $0.1M |
| 2026-03-31 → 2026-06-30 | 1832 Asset Management | ADDED | 322,403 | 461,861 | $10.6M |
| 2025-12-31 → 2026-03-31 | Berkshire Hathaway | TRIMMED | 517,295,934 | 513,624,165 | -$3,412.1M |
| 2025-12-31 → 2026-03-31 | Renaissance Technologies | NEW | 0 | 1,384,787 | $67.5M |
| 2025-12-31 → 2026-03-31 | Citadel Advisors | TRIMMED | 22,244,362 | 19,845,892 | -$256.0M |
| 2025-12-31 → 2026-03-31 | Bridgewater Associates | ADDED | 1,010,393 | 1,042,897 | -$4.7M |
| 2025-12-31 → 2026-03-31 | Point72 Asset Management | ADDED | 5,372,669 | 5,652,029 | -$20.0M |
| 2025-12-31 → 2026-03-31 | Viking Global Investors | CLOSED | 4,494,629 | 0 | -$247.2M |
| 2025-12-31 → 2026-03-31 | D. E. Shaw & Co. | TRIMMED | 13,278,494 | 5,666,812 | -$454.1M |
| 2025-12-31 → 2026-03-31 | Two Sigma Investments | ADDED | 408,349 | 6,696,994 | $304.0M |
| 2025-12-31 → 2026-03-31 | Millennium Management | ADDED | 9,048,108 | 20,369,220 | $495.4M |
| 2025-12-31 → 2026-03-31 | Fisher Asset Management | ADDED | 53,783,821 | 57,349,020 | -$162.3M |
| 2025-12-31 → 2026-03-31 | AQR Capital Management | ADDED | 6,156,118 | 9,780,378 | $132.4M |
| 2025-12-31 → 2026-03-31 | Adage Capital Partners | TRIMMED | 6,505,273 | 6,399,373 | -$45.8M |
| 2025-12-31 → 2026-03-31 | Norges Bank Investment Management | CLOSED | 86,803,816 | 0 | -$4,774.2M |
| 2025-12-31 → 2026-03-31 | HBK Investments | ADDED | 166,800 | 238,569 | $2.5M |
| 2025-12-31 → 2026-03-31 | Marshall Wace | TRIMMED | 5,026,705 | 2,200,332 | -$169.2M |
| 2025-12-31 → 2026-03-31 | Capital Research Global Investors | ADDED | 3,854,823 | 4,692,650 | $16.8M |
| 2025-12-31 → 2026-03-31 | Harris Associates | TRIMMED | 19,853,400 | 18,907,859 | -$170.2M |
| 2025-12-31 → 2026-03-31 | Sculptor Capital | ADDED | 2,132,655 | 2,232,655 | -$8.5M |
| 2025-12-31 → 2026-03-31 | D1 Capital Partners | CLOSED | 1,245,247 | 0 | -$68.5M |
| 2025-12-31 → 2026-03-31 | Neuberger Berman | TRIMMED | 2,474 | 2,439 | -$0.2M |
| 2025-12-31 → 2026-03-31 | Blackstone | TRIMMED | 1,155,000 | 95,018 | -$58.9M |
| 2025-12-31 → 2026-03-31 | Suvretta Capital (now Montanova Capital) | TRIMMED | 1,517,630 | 1,295,245 | -$20.3M |
| 2025-12-31 → 2026-03-31 | Ancora Advisors | TRIMMED | 829,449 | 775,619 | -$7.8M |
| 2025-12-31 → 2026-03-31 | VGI Partners (now Regal Partners) | ADDED | 2,287,781 | 2,630,869 | $2.4M |
| 2025-12-31 → 2026-03-31 | Skye Global Management | CLOSED | 48,400 | 0 | -$2.7M |
| 2025-12-31 → 2026-03-31 | Arrowstreet Capital | TRIMMED | 11,199,843 | 10,881,052 | -$85.5M |
| 2025-12-31 → 2026-03-31 | Pzena Investment Management | TRIMMED | 6,480,095 | 6,422,754 | -$43.3M |
| 2025-12-31 → 2026-03-31 | Brave Warrior Advisors | TRIMMED | 26,532 | 14,532 | -$0.8M |
| 2025-12-31 → 2026-03-31 | Diamond Hill Capital Management | TRIMMED | 7,225,338 | 5,151,567 | -$146.3M |
| 2025-12-31 → 2026-03-31 | Clearbridge Investments | TRIMMED | 16,285,931 | 12,911,597 | -$266.3M |
| 2025-12-31 → 2026-03-31 | Geode Capital Management | ADDED | 154,483,485 | 157,925,189 | -$799.9M |
| 2025-12-31 → 2026-03-31 | Capital World Investors | ADDED | 141,301,411 | 144,289,396 | -$739.4M |
| 2025-12-31 → 2026-03-31 | PrimeCap Management | ADDED | 2,540,732 | 2,762,232 | -$5.1M |
| 2025-12-31 → 2026-03-31 | Loomis Sayles | TRIMMED | 1,193 | 860 | -$0.0M |
| 2025-12-31 → 2026-03-31 | Charles Schwab Investment Management | ADDED | 43,632,484 | 44,138,442 | -$248.0M |
| 2025-12-31 → 2026-03-31 | Victory Capital Management | ADDED | 69,783 | 70,019 | -$3.9M |
| 2025-12-31 → 2026-03-31 | Chilton Investment Company | TRIMMED | 86,701 | 27,312 | -$3.4M |
| 2025-12-31 → 2026-03-31 | Junto Capital Management | CLOSED | 1,523,416 | 0 | -$83.8M |
| 2025-12-31 → 2026-03-31 | Moore Capital Management | TRIMMED | 2,070,080 | 1,646,720 | -$33.6M |
| 2025-12-31 → 2026-03-31 | Caxton Associates | NEW | 0 | 25,712 | $1.3M |
| 2025-12-31 → 2026-03-31 | Verition Fund Management | ADDED | 961,666 | 4,973,000 | -$47.0M |
| 2025-12-31 → 2026-03-31 | Walleye Capital | TRIMMED | 3,421,786 | 2,141,968 | -$83.8M |
| 2025-12-31 → 2026-03-31 | Squarepoint Ops | TRIMMED | 4,415,527 | 2,048,786 | -$143.0M |
| 2025-12-31 → 2026-03-31 | Schonfeld Strategic Advisors | TRIMMED | 646,236 | 209,048 | -$25.4M |
| 2025-12-31 → 2026-03-31 | Voleon Capital Management | ADDED | 398,602 | 504,280 | $2.7M |
| 2025-12-31 → 2026-03-31 | Qube Research & Technologies | ADDED | 8,573,314 | 9,852,062 | $8.8M |
| 2025-12-31 → 2026-03-31 | Capstone Investment Advisors | ADDED | 1,165,520 | 2,215,397 | $43.9M |
| 2025-12-31 → 2026-03-31 | Graham Capital Management | CLOSED | 53,560 | 0 | -$2.9M |
| 2025-12-31 → 2026-03-31 | Man Group | ADDED | 4,021,375 | 4,420,655 | -$5.7M |
| 2025-12-31 → 2026-03-31 | Hudson Bay Capital Management | TRIMMED | 916,689 | 36,192 | -$7.3M |
| 2025-12-31 → 2026-03-31 | Rokos Capital Management | TRIMMED | 1,165,800 | 350,600 | -$47.0M |
| 2025-12-31 → 2026-03-31 | 1832 Asset Management | TRIMMED | 2,915,759 | 322,403 | -$144.6M |
| 2025-09-30 → 2025-12-31 | Berkshire Hathaway | TRIMMED | 568,070,012 | 517,295,934 | -$855.5M |
| 2025-09-30 → 2025-12-31 | Renaissance Technologies | CLOSED | 893,232 | 0 | -$46.1M |
| 2025-09-30 → 2025-12-31 | Citadel Advisors | TRIMMED | 23,024,306 | 22,244,362 | $35.6M |
| 2025-09-30 → 2025-12-31 | Bridgewater Associates | ADDED | 571,084 | 1,010,393 | $26.1M |
| 2025-09-30 → 2025-12-31 | Duquesne Family Office | CLOSED | 989,250 | 0 | -$0.1M |
| 2025-09-30 → 2025-12-31 | Point72 Asset Management | ADDED | 4,338,222 | 5,372,669 | $71.7M |
| 2025-09-30 → 2025-12-31 | Viking Global Investors | TRIMMED | 11,500,290 | 4,494,629 | -$346.1M |
| 2025-09-30 → 2025-12-31 | D. E. Shaw & Co. | TRIMMED | 16,908,019 | 13,278,494 | -$142.0M |
| 2025-09-30 → 2025-12-31 | Two Sigma Investments | TRIMMED | 4,959,245 | 408,349 | -$233.4M |
| 2025-09-30 → 2025-12-31 | Millennium Management | ADDED | 30,000 | 9,048,108 | $497.6M |
| 2025-09-30 → 2025-12-31 | Fisher Asset Management | ADDED | 52,677,988 | 53,783,821 | $240.5M |
| 2025-09-30 → 2025-12-31 | AQR Capital Management | ADDED | 5,037,487 | 6,156,118 | $78.7M |
| 2025-09-30 → 2025-12-31 | Maverick Capital | CLOSED | 3,319,034 | 0 | -$171.2M |
| 2025-09-30 → 2025-12-31 | Adage Capital Partners | TRIMMED | 7,316,673 | 6,505,273 | -$19.7M |
| 2025-09-30 → 2025-12-31 | Norges Bank Investment Management | NEW | 0 | 86,803,816 | $4,774.2M |
| 2025-09-30 → 2025-12-31 | Marshall Wace | TRIMMED | 9,605,770 | 5,026,705 | -$219.1M |
| 2025-09-30 → 2025-12-31 | Capital Research Global Investors | ADDED | 3,845,010 | 3,854,823 | $13.7M |
| 2025-09-30 → 2025-12-31 | Harris Associates | TRIMMED | 27,154,620 | 19,853,400 | -$309.0M |
| 2025-09-30 → 2025-12-31 | First Eagle Investment Management | ADDED | 24,541 | 29,641 | $5.7M |
| 2025-09-30 → 2025-12-31 | Sculptor Capital | ADDED | 1,300,655 | 2,132,655 | $50.2M |
| 2025-09-30 → 2025-12-31 | D1 Capital Partners | TRIMMED | 5,524,547 | 1,245,247 | -$216.5M |
| 2025-09-30 → 2025-12-31 | Neuberger Berman | TRIMMED | 2,500 | 2,474 | -$0.1M |
| 2025-09-30 → 2025-12-31 | Blackstone | ADDED | 959,123 | 1,155,000 | $14.0M |
| 2025-09-30 → 2025-12-31 | Suvretta Capital (now Montanova Capital) | ADDED | 1,160,330 | 1,517,630 | $23.6M |
| 2025-09-30 → 2025-12-31 | Owl Creek Asset Management | CLOSED | 75,524 | 0 | -$3.9M |
| 2025-09-30 → 2025-12-31 | Ancora Advisors | ADDED | 824,888 | 829,449 | $3.1M |
| 2025-09-30 → 2025-12-31 | VGI Partners (now Regal Partners) | ADDED | 2,018,295 | 2,287,781 | $21.7M |
| 2025-09-30 → 2025-12-31 | Skye Global Management | NEW | 0 | 48,400 | $2.7M |
| 2025-09-30 → 2025-12-31 | Arrowstreet Capital | TRIMMED | 12,575,659 | 11,199,843 | -$32.8M |
| 2025-09-30 → 2025-12-31 | Pzena Investment Management | TRIMMED | 6,503,771 | 6,480,095 | $20.9M |
| 2025-09-30 → 2025-12-31 | Diamond Hill Capital Management | TRIMMED | 7,980,895 | 7,225,338 | -$14.3M |
| 2025-09-30 → 2025-12-31 | Clearbridge Investments | TRIMMED | 18,051,330 | 16,285,931 | -$35.5M |
| 2025-09-30 → 2025-12-31 | Geode Capital Management | TRIMMED | 154,735,883 | 154,483,485 | $515.4M |
| 2025-09-30 → 2025-12-31 | Capital World Investors | TRIMMED | 144,371,118 | 141,301,411 | $323.1M |
| 2025-09-30 → 2025-12-31 | PrimeCap Management | ADDED | 2,461,832 | 2,540,732 | $12.7M |
| 2025-09-30 → 2025-12-31 | Loomis Sayles | TRIMMED | 1,237 | 1,193 | $0.0M |
| 2025-09-30 → 2025-12-31 | Charles Schwab Investment Management | TRIMMED | 43,832,148 | 43,632,484 | $138.5M |
| 2025-09-30 → 2025-12-31 | Victory Capital Management | TRIMMED | 71,210 | 69,783 | -$3.8M |
| 2025-09-30 → 2025-12-31 | Chilton Investment Company | ADDED | 38,713 | 86,701 | $2.8M |
| 2025-09-30 → 2025-12-31 | Junto Capital Management | ADDED | 1,365,375 | 1,523,416 | $13.3M |
| 2025-09-30 → 2025-12-31 | Moore Capital Management | TRIMMED | 2,628,480 | 2,070,080 | -$21.7M |
| 2025-09-30 → 2025-12-31 | Verition Fund Management | TRIMMED | 1,629,526 | 961,666 | -$31.2M |
| 2025-09-30 → 2025-12-31 | Walleye Capital | ADDED | 2,641,202 | 3,421,786 | $51.9M |
| 2025-09-30 → 2025-12-31 | Squarepoint Ops | ADDED | 3,758,072 | 4,415,527 | $49.0M |
| 2025-09-30 → 2025-12-31 | Schonfeld Strategic Advisors | ADDED | 408,981 | 646,236 | $14.4M |
| 2025-09-30 → 2025-12-31 | Voleon Capital Management | TRIMMED | 693,869 | 398,602 | -$13.9M |
| 2025-09-30 → 2025-12-31 | Qube Research & Technologies | ADDED | 4,356,392 | 8,573,314 | $246.8M |
| 2025-09-30 → 2025-12-31 | Capstone Investment Advisors | TRIMMED | 1,853,679 | 1,165,520 | -$31.5M |
| 2025-09-30 → 2025-12-31 | Graham Capital Management | ADDED | 49,708 | 53,560 | $0.4M |
| 2025-09-30 → 2025-12-31 | Man Group | TRIMMED | 4,054,864 | 4,021,375 | $12.0M |
| 2025-09-30 → 2025-12-31 | Hudson Bay Capital Management | ADDED | 750,981 | 916,689 | $11.7M |
| 2025-09-30 → 2025-12-31 | Rokos Capital Management | TRIMMED | 2,706,004 | 1,165,800 | -$75.4M |
| 2025-09-30 → 2025-12-31 | 1832 Asset Management | TRIMMED | 4,957,185 | 2,915,759 | -$95.4M |
| 2025-06-30 → 2025-09-30 | Berkshire Hathaway | TRIMMED | 605,267,375 | 568,070,012 | $665.5M |
| 2025-06-30 → 2025-09-30 | Renaissance Technologies | NEW | 0 | 893,232 | $46.1M |
| 2025-06-30 → 2025-09-30 | Citadel Advisors | ADDED | 22,423,095 | 23,024,306 | $126.8M |
| 2025-06-30 → 2025-09-30 | Bridgewater Associates | NEW | 0 | 571,084 | $29.5M |
| 2025-06-30 → 2025-09-30 | Duquesne Family Office | ADDED | 341,900 | 989,250 | $0.0M |
| 2025-06-30 → 2025-09-30 | Point72 Asset Management | TRIMMED | 4,771,820 | 4,338,222 | -$2.0M |
| 2025-06-30 → 2025-09-30 | Viking Global Investors | TRIMMED | 31,246,972 | 11,500,290 | -$885.3M |
| 2025-06-30 → 2025-09-30 | D. E. Shaw & Co. | ADDED | 7,203,151 | 16,908,019 | $531.4M |
| 2025-06-30 → 2025-09-30 | Two Sigma Investments | TRIMMED | 5,031,873 | 4,959,245 | $17.7M |
| 2025-06-30 → 2025-09-30 | Millennium Management | TRIMMED | 164,000 | 30,000 | -$0.2M |
| 2025-06-30 → 2025-09-30 | Fisher Asset Management | ADDED | 51,405,673 | 52,677,988 | $285.1M |
| 2025-06-30 → 2025-09-30 | AQR Capital Management | ADDED | 3,387,840 | 5,037,487 | $99.6M |
| 2025-06-30 → 2025-09-30 | Maverick Capital | ADDED | 3,197,214 | 3,319,034 | $19.9M |
| 2025-06-30 → 2025-09-30 | Adage Capital Partners | TRIMMED | 7,376,673 | 7,316,673 | $28.4M |
| 2025-06-30 → 2025-09-30 | Norges Bank Investment Management | CLOSED | 107,600,185 | 0 | -$5,091.6M |
| 2025-06-30 → 2025-09-30 | HBK Investments | NEW | 0 | 166,800 | $8.6M |
| 2025-06-30 → 2025-09-30 | Marshall Wace | ADDED | 1,182,220 | 9,605,770 | $439.6M |
| 2025-06-30 → 2025-09-30 | Capital Research Global Investors | ADDED | 3,236,823 | 3,845,010 | $45.2M |
| 2025-06-30 → 2025-09-30 | Harris Associates | TRIMMED | 29,413,333 | 27,154,620 | $9.1M |
| 2025-06-30 → 2025-09-30 | Sculptor Capital | ADDED | 1,102,655 | 1,300,655 | $14.9M |
| 2025-06-30 → 2025-09-30 | D1 Capital Partners | TRIMMED | 7,965,147 | 5,524,547 | -$91.9M |
| 2025-06-30 → 2025-09-30 | Neuberger Berman | TRIMMED | 2,508 | 2,500 | $0.2M |
| 2025-06-30 → 2025-09-30 | Blackstone | ADDED | 920,000 | 959,123 | $5.9M |
| 2025-06-30 → 2025-09-30 | Suvretta Capital (now Montanova Capital) | ADDED | 927,190 | 1,160,330 | $16.0M |
| 2025-06-30 → 2025-09-30 | Owl Creek Asset Management | NEW | 0 | 75,524 | $3.9M |
| 2025-06-30 → 2025-09-30 | Ancora Advisors | ADDED | 820,295 | 824,888 | $3.7M |
| 2025-06-30 → 2025-09-30 | Arrowstreet Capital | TRIMMED | 17,619,837 | 12,575,659 | -$185.0M |
| 2025-06-30 → 2025-09-30 | Pzena Investment Management | TRIMMED | 6,576,743 | 6,503,771 | $24.3M |
| 2025-06-30 → 2025-09-30 | Diamond Hill Capital Management | TRIMMED | 10,330,125 | 7,980,895 | -$77.1M |
| 2025-06-30 → 2025-09-30 | Clearbridge Investments | ADDED | 17,522,676 | 18,051,330 | $102.1M |
| 2025-06-30 → 2025-09-30 | Geode Capital Management | ADDED | 148,176,755 | 154,735,883 | $969.9M |
| 2025-06-30 → 2025-09-30 | Capital World Investors | ADDED | 130,095,308 | 144,371,118 | $1,292.8M |
| 2025-06-30 → 2025-09-30 | PrimeCap Management | TRIMMED | 2,686,532 | 2,461,832 | -$0.1M |
| 2025-06-30 → 2025-09-30 | Loomis Sayles | ADDED | 1,216 | 1,237 | $0.0M |
| 2025-06-30 → 2025-09-30 | Charles Schwab Investment Management | ADDED | 42,420,930 | 43,832,148 | $253.9M |
| 2025-06-30 → 2025-09-30 | Victory Capital Management | TRIMMED | 72,003 | 71,210 | $3.8M |
| 2025-06-30 → 2025-09-30 | Chilton Investment Company | ADDED | 11,620 | 38,713 | $1.4M |
| 2025-06-30 → 2025-09-30 | Junto Capital Management | TRIMMED | 1,464,502 | 1,365,375 | $1.1M |
| 2025-06-30 → 2025-09-30 | Moore Capital Management | ADDED | 2,572,640 | 2,628,480 | $13.9M |
| 2025-06-30 → 2025-09-30 | Caxton Associates | CLOSED | 42,650 | 0 | -$2.0M |
| 2025-06-30 → 2025-09-30 | Verition Fund Management | ADDED | 1,263,026 | 1,629,526 | $24.3M |
| 2025-06-30 → 2025-09-30 | Walleye Capital | TRIMMED | 2,773,731 | 2,641,202 | $5.0M |
| 2025-06-30 → 2025-09-30 | Squarepoint Ops | ADDED | 3,278,603 | 3,758,072 | $38.7M |
| 2025-06-30 → 2025-09-30 | Schonfeld Strategic Advisors | TRIMMED | 540,374 | 408,981 | -$4.5M |
| 2025-06-30 → 2025-09-30 | Voleon Capital Management | ADDED | 440,263 | 693,869 | $15.0M |
| 2025-06-30 → 2025-09-30 | Qube Research & Technologies | TRIMMED | 8,560,917 | 4,356,392 | -$180.4M |
| 2025-06-30 → 2025-09-30 | Capstone Investment Advisors | ADDED | 1,160,706 | 1,853,679 | $40.7M |
| 2025-06-30 → 2025-09-30 | Graham Capital Management | TRIMMED | 187,947 | 49,708 | -$6.3M |
| 2025-06-30 → 2025-09-30 | Man Group | ADDED | 1,949,364 | 4,054,864 | $116.9M |
| 2025-06-30 → 2025-09-30 | Hudson Bay Capital Management | TRIMMED | 2,365,177 | 750,981 | -$73.2M |
| 2025-06-30 → 2025-09-30 | Rokos Capital Management | TRIMMED | 4,653,590 | 2,706,004 | -$80.5M |
| 2025-06-30 → 2025-09-30 | 1832 Asset Management | ADDED | 319,150 | 4,957,185 | $240.6M |
| 2025-03-31 → 2025-06-30 | Berkshire Hathaway | TRIMMED | 631,573,531 | 605,267,375 | $2,285.7M |
| 2025-03-31 → 2025-06-30 | Citadel Advisors | ADDED | 21,858,029 | 22,423,095 | $148.9M |
| 2025-03-31 → 2025-06-30 | Duquesne Family Office | NEW | 0 | 341,900 | $0.0M |
| 2025-03-31 → 2025-06-30 | Point72 Asset Management | TRIMMED | 6,379,706 | 4,771,820 | -$40.4M |
| 2025-03-31 → 2025-06-30 | Viking Global Investors | TRIMMED | 32,199,070 | 31,246,972 | $134.9M |
| 2025-03-31 → 2025-06-30 | D. E. Shaw & Co. | ADDED | 4,597,823 | 7,203,151 | $149.0M |
| 2025-03-31 → 2025-06-30 | Two Sigma Investments | ADDED | 1,580,450 | 5,031,873 | $172.2M |
| 2025-03-31 → 2025-06-30 | Millennium Management | TRIMMED | 28,667,329 | 164,000 | -$1,196.1M |
| 2025-03-31 → 2025-06-30 | Fisher Asset Management | ADDED | 48,847,730 | 51,405,673 | $394.1M |
| 2025-03-31 → 2025-06-30 | AQR Capital Management | TRIMMED | 3,494,036 | 3,387,840 | $17.3M |
| 2025-03-31 → 2025-06-30 | Maverick Capital | TRIMMED | 3,644,820 | 3,197,214 | -$0.8M |
| 2025-03-31 → 2025-06-30 | Adage Capital Partners | ADDED | 6,738,273 | 7,376,673 | $67.9M |
| 2025-03-31 → 2025-06-30 | Norges Bank Investment Management | NEW | 0 | 107,600,185 | $5,091.6M |
| 2025-03-31 → 2025-06-30 | Eminence Capital | CLOSED | 2,698,949 | 0 | -$112.6M |
| 2025-03-31 → 2025-06-30 | Marshall Wace | ADDED | 156,268 | 1,182,220 | $49.4M |
| 2025-03-31 → 2025-06-30 | Capital Research Global Investors | TRIMMED | 7,602,911 | 3,236,823 | -$164.1M |
| 2025-03-31 → 2025-06-30 | Harris Associates | ADDED | 28,364,859 | 29,413,333 | $208.2M |
| 2025-03-31 → 2025-06-30 | D1 Capital Partners | ADDED | 7,299,000 | 7,965,147 | $72.3M |
| 2025-03-31 → 2025-06-30 | Neuberger Berman | TRIMMED | 2,638 | 2,508 | -$0.2M |
| 2025-03-31 → 2025-06-30 | Blackstone | NEW | 0 | 920,000 | $43.5M |
| 2025-03-31 → 2025-06-30 | Suvretta Capital (now Montanova Capital) | ADDED | 753,913 | 927,190 | $12.4M |
| 2025-03-31 → 2025-06-30 | Ancora Advisors | ADDED | 810,820 | 820,295 | $5.0M |
| 2025-03-31 → 2025-06-30 | VGI Partners (now Regal Partners) | TRIMMED | 2,108,295 | 2,018,295 | $7.5M |
| 2025-03-31 → 2025-06-30 | Arrowstreet Capital | ADDED | 7,837,629 | 17,619,837 | $506.7M |
| 2025-03-31 → 2025-06-30 | Pzena Investment Management | ADDED | 6,352,945 | 6,576,743 | $46.1M |
| 2025-03-31 → 2025-06-30 | Brave Warrior Advisors | ADDED | 14,532 | 26,532 | $0.6M |
| 2025-03-31 → 2025-06-30 | Diamond Hill Capital Management | TRIMMED | 13,391,975 | 10,330,125 | -$70.0M |
| 2025-03-31 → 2025-06-30 | Clearbridge Investments | ADDED | 17,474,570 | 17,522,676 | $100.0M |
| 2025-03-31 → 2025-06-30 | Geode Capital Management | ADDED | 147,773,103 | 148,176,755 | $831.7M |
| 2025-03-31 → 2025-06-30 | Capital World Investors | ADDED | 110,804,572 | 130,095,308 | $1,532.1M |
| 2025-03-31 → 2025-06-30 | PrimeCap Management | TRIMMED | 9,922,932 | 2,686,532 | -$287.0M |
| 2025-03-31 → 2025-06-30 | Loomis Sayles | TRIMMED | 1,751 | 1,216 | $0.1M |
| 2025-03-31 → 2025-06-30 | Charles Schwab Investment Management | ADDED | 42,351,039 | 42,420,930 | $240.0M |
| 2025-03-31 → 2025-06-30 | Victory Capital Management | TRIMMED | 74,394 | 72,003 | -$4.5M |
| 2025-03-31 → 2025-06-30 | Chilton Investment Company | ADDED | 5,363 | 11,620 | $0.3M |
| 2025-03-31 → 2025-06-30 | Junto Capital Management | TRIMMED | 2,767,858 | 1,464,502 | -$46.2M |
| 2025-03-31 → 2025-06-30 | Moore Capital Management | ADDED | 672,200 | 2,572,640 | $93.7M |
| 2025-03-31 → 2025-06-30 | Caxton Associates | TRIMMED | 2,545,256 | 42,650 | -$104.2M |
| 2025-03-31 → 2025-06-30 | Verition Fund Management | ADDED | 783,610 | 1,263,026 | $27.1M |
| 2025-03-31 → 2025-06-30 | Walleye Capital | TRIMMED | 2,939,629 | 2,773,731 | $8.6M |
| 2025-03-31 → 2025-06-30 | Squarepoint Ops | ADDED | 2,412,081 | 3,278,603 | $54.5M |
| 2025-03-31 → 2025-06-30 | Schonfeld Strategic Advisors | TRIMMED | 584,199 | 540,374 | $1.2M |
| 2025-03-31 → 2025-06-30 | Voleon Capital Management | ADDED | 316,385 | 440,263 | $7.6M |
| 2024-12-31 → 2025-06-30 | Qube Research & Technologies | ADDED | 5,367,006 | 8,560,917 | $169.2M |
| 2025-03-31 → 2025-06-30 | Capstone Investment Advisors | TRIMMED | 2,260,841 | 1,160,706 | -$39.4M |
| 2025-03-31 → 2025-06-30 | Graham Capital Management | NEW | 0 | 187,947 | $8.9M |
| 2025-03-31 → 2025-06-30 | Man Group | TRIMMED | 3,435,405 | 1,949,364 | -$51.1M |
| 2025-03-31 → 2025-06-30 | Hudson Bay Capital Management | TRIMMED | 8,178,372 | 2,365,177 | -$229.4M |
| 2025-03-31 → 2025-06-30 | Rokos Capital Management | ADDED | 4,547,714 | 4,653,590 | $30.3M |
| 2025-03-31 → 2025-06-30 | Citrine Capital | TRIMMED | 7,254 | 6,466 | $0.0M |
| 2025-03-31 → 2025-06-30 | 1832 Asset Management | TRIMMED | 1,443,948 | 319,150 | -$45.2M |
| 2024-12-31 → 2025-03-31 | Berkshire Hathaway | TRIMMED | 680,233,587 | 631,573,531 | -$3,540.7M |
| 2024-12-31 → 2025-03-31 | Citadel Advisors | TRIMMED | 39,414,433 | 21,858,029 | -$820.1M |
| 2024-12-31 → 2025-03-31 | Point72 Asset Management | ADDED | 2,629,580 | 6,379,706 | $150.7M |
| 2024-12-31 → 2025-03-31 | Viking Global Investors | ADDED | 24,715,946 | 32,199,070 | $257.4M |
| 2024-12-31 → 2025-03-31 | D. E. Shaw & Co. | TRIMMED | 12,628,369 | 4,597,823 | -$363.1M |
| 2024-12-31 → 2025-03-31 | Two Sigma Investments | TRIMMED | 5,382,353 | 1,580,450 | -$170.6M |
| 2024-12-31 → 2025-03-31 | Millennium Management | ADDED | 27,749,223 | 28,667,329 | -$23.3M |
| 2024-12-31 → 2025-03-31 | Fisher Asset Management | ADDED | 46,887,442 | 48,847,730 | -$22.3M |
| 2024-12-31 → 2025-03-31 | AQR Capital Management | TRIMMED | 4,875,181 | 3,494,036 | -$71.2M |
| 2024-12-31 → 2025-03-31 | Maverick Capital | NEW | 0 | 3,644,820 | $152.1M |
| 2024-12-31 → 2025-03-31 | Adage Capital Partners | ADDED | 6,143,273 | 6,738,273 | $11.2M |
| 2024-12-31 → 2025-03-31 | Norges Bank Investment Management | CLOSED | 118,930,358 | 0 | -$5,227.0M |
| 2024-12-31 → 2025-03-31 | Eminence Capital | NEW | 0 | 2,698,949 | $112.6M |
| 2024-12-31 → 2025-03-31 | Marshall Wace | TRIMMED | 4,253,718 | 156,268 | -$180.4M |
| 2024-12-31 → 2025-03-31 | Capital Research Global Investors | ADDED | 7,590,335 | 7,602,911 | -$16.3M |
| 2024-12-31 → 2025-03-31 | Harris Associates | TRIMMED | 30,131,545 | 28,364,859 | -$140.6M |
| 2024-12-31 → 2025-03-31 | D1 Capital Partners | NEW | 0 | 7,299,000 | $304.6M |
| 2024-12-31 → 2025-03-31 | Neuberger Berman | TRIMMED | 2,779 | 2,638 | -$0.1M |
| 2024-12-31 → 2025-03-31 | Suvretta Capital (now Montanova Capital) | NEW | 0 | 753,913 | $31.5M |
| 2024-12-31 → 2025-03-31 | Ancora Advisors | ADDED | 802,812 | 810,820 | -$1.4M |
| 2024-12-31 → 2025-03-31 | VGI Partners (now Regal Partners) | ADDED | 1,958,514 | 2,108,295 | $1.9M |
| 2024-12-31 → 2025-03-31 | Arrowstreet Capital | TRIMMED | 9,919,154 | 7,837,629 | -$108.9M |
| 2024-12-31 → 2025-03-31 | Pzena Investment Management | TRIMMED | 16,612,322 | 6,352,945 | -$465.0M |
| 2024-12-31 → 2025-03-31 | Diamond Hill Capital Management | TRIMMED | 15,420,316 | 13,391,975 | -$118.9M |
| 2024-12-31 → 2025-03-31 | Clearbridge Investments | ADDED | 16,875,268 | 17,474,570 | -$12.5M |
| 2024-12-31 → 2025-03-31 | Geode Capital Management | ADDED | 142,289,199 | 147,773,103 | -$91.9M |
| 2024-12-31 → 2025-03-31 | Capital World Investors | ADDED | 88,210,527 | 110,804,572 | $747.0M |
| 2024-12-31 → 2025-03-31 | PrimeCap Management | TRIMMED | 10,027,332 | 9,922,932 | -$26.6M |
| 2024-12-31 → 2025-03-31 | Loomis Sayles | TRIMMED | 2,685 | 1,751 | -$0.0M |
| 2024-12-31 → 2025-03-31 | Charles Schwab Investment Management | TRIMMED | 42,929,896 | 42,351,039 | -$119.5M |
| 2024-12-31 → 2025-03-31 | Victory Capital Management | ADDED | 72,745 | 74,394 | $3.2M |
| 2024-12-31 → 2025-03-31 | Chilton Investment Company | ADDED | 5,046 | 5,363 | $0.0M |
| 2024-12-31 → 2025-03-31 | Junto Capital Management | TRIMMED | 3,867,282 | 2,767,858 | -$54.5M |
| 2024-12-31 → 2025-03-31 | Moore Capital Management | TRIMMED | 1,070,720 | 672,200 | -$19.0M |
| 2024-12-31 → 2025-03-31 | Verition Fund Management | TRIMMED | 1,190,281 | 783,610 | -$19.6M |
| 2024-12-31 → 2025-03-31 | Walleye Capital | TRIMMED | 3,965,414 | 2,939,629 | -$51.6M |
| 2024-12-31 → 2025-03-31 | Squarepoint Ops | TRIMMED | 4,694,781 | 2,412,081 | -$105.7M |
| 2024-12-31 → 2025-03-31 | Schonfeld Strategic Advisors | ADDED | 219,240 | 584,199 | $14.7M |
| 2024-12-31 → 2025-03-31 | Voleon Capital Management | ADDED | 150,192 | 316,385 | $6.6M |
| 2024-12-31 → 2025-03-31 | Capstone Investment Advisors | TRIMMED | 3,909,618 | 2,260,841 | -$77.5M |
| 2024-12-31 → 2025-03-31 | Graham Capital Management | CLOSED | 137,585 | 0 | -$6.0M |
| 2024-12-31 → 2025-03-31 | Man Group | ADDED | 3,232,199 | 3,435,405 | $1.3M |
| 2024-12-31 → 2025-03-31 | Hudson Bay Capital Management | ADDED | 3,024,260 | 8,178,372 | $208.4M |
| 2024-12-31 → 2025-03-31 | Rokos Capital Management | ADDED | 2,437,795 | 4,547,714 | $82.6M |
| 2024-12-31 → 2025-03-31 | Citrine Capital | TRIMMED | 7,311 | 7,254 | -$0.0M |
| 2024-12-31 → 2025-03-31 | 1832 Asset Management | ADDED | 761,340 | 1,443,948 | $26.8M |
| 2024-09-30 → 2024-12-31 | Berkshire Hathaway | TRIMMED | 797,683,307 | 680,233,587 | -$1,755.8M |
| 2024-09-30 → 2024-12-31 | Renaissance Technologies | CLOSED | 1,585,866 | 0 | -$62.9M |
| 2024-09-30 → 2024-12-31 | Citadel Advisors | ADDED | 174 | 39,414,433 | $1,732.0M |
| 2024-09-30 → 2024-12-31 | Bridgewater Associates | CLOSED | 331,697 | 0 | -$13.2M |
| 2024-09-30 → 2024-12-31 | Point72 Asset Management | ADDED | 1,605,350 | 2,629,580 | $51.9M |
| 2024-09-30 → 2024-12-31 | Viking Global Investors | ADDED | 19,959,530 | 24,715,946 | $294.3M |
| 2024-09-30 → 2024-12-31 | D. E. Shaw & Co. | TRIMMED | 23,270,326 | 12,628,369 | -$368.3M |
| 2024-09-30 → 2024-12-31 | Two Sigma Investments | TRIMMED | 5,683,991 | 5,382,353 | $11.0M |
| 2024-09-30 → 2024-12-31 | Millennium Management | ADDED | 15,235,862 | 27,749,223 | $615.0M |
| 2024-09-30 → 2024-12-31 | Fisher Asset Management | ADDED | 45,215,832 | 46,887,442 | $266.5M |
| 2024-09-30 → 2024-12-31 | AQR Capital Management | TRIMMED | 6,130,858 | 4,875,181 | -$26.6M |
| 2024-09-30 → 2024-12-31 | Adage Capital Partners | ADDED | 6,138,373 | 6,143,273 | $26.4M |
| 2024-09-30 → 2024-12-31 | Norges Bank Investment Management | NEW | 0 | 118,930,358 | $5,227.0M |
| 2024-09-30 → 2024-12-31 | Marshall Wace | ADDED | 2,722,261 | 4,253,718 | $78.9M |
| 2024-09-30 → 2024-12-31 | Capital Research Global Investors | ADDED | 446,429 | 7,590,335 | $315.9M |
| 2024-09-30 → 2024-12-31 | Harris Associates | TRIMMED | 35,390,147 | 30,131,545 | -$80.0M |
| 2024-09-30 → 2024-12-31 | Sculptor Capital | ADDED | 852,655 | 1,102,655 | $14.6M |
| 2024-09-30 → 2024-12-31 | D1 Capital Partners | CLOSED | 4,406,706 | 0 | -$174.9M |
| 2024-09-30 → 2024-12-31 | Neuberger Berman | TRIMMED | 2,789 | 2,779 | -$0.2M |
| 2024-09-30 → 2024-12-31 | Ancora Advisors | TRIMMED | 822,650 | 802,812 | $2.6M |
| 2024-09-30 → 2024-12-31 | VGI Partners (now Regal Partners) | TRIMMED | 2,135,025 | 1,958,514 | $1.4M |
| 2024-09-30 → 2024-12-31 | Arrowstreet Capital | TRIMMED | 29,572,571 | 9,919,154 | -$737.5M |
| 2024-09-30 → 2024-12-31 | Pzena Investment Management | TRIMMED | 19,482,901 | 16,612,322 | -$43.0M |
| 2024-09-30 → 2024-12-31 | Brave Warrior Advisors | TRIMMED | 22,532 | 14,532 | -$0.3M |
| 2024-09-30 → 2024-12-31 | Diamond Hill Capital Management | TRIMMED | 17,042,952 | 15,420,316 | $1.5M |
| 2024-09-30 → 2024-12-31 | Clearbridge Investments | ADDED | 15,600,310 | 16,875,268 | $122.6M |
| 2024-09-30 → 2024-12-31 | Geode Capital Management | ADDED | 140,255,970 | 142,289,199 | $696.1M |
| 2024-09-30 → 2024-12-31 | Capital World Investors | ADDED | 71,179,384 | 88,210,527 | $1,052.5M |
| 2024-09-30 → 2024-12-31 | PrimeCap Management | TRIMMED | 10,228,232 | 10,027,332 | $34.8M |
| 2024-09-30 → 2024-12-31 | Loomis Sayles | TRIMMED | 5,922 | 2,685 | -$0.0M |
| 2024-09-30 → 2024-12-31 | Charles Schwab Investment Management | ADDED | 42,632,038 | 42,929,896 | $195.1M |
| 2024-09-30 → 2024-12-31 | Victory Capital Management | TRIMMED | 72,916 | 72,745 | -$4.1M |
| 2024-09-30 → 2024-12-31 | Chilton Investment Company | NEW | 0 | 5,046 | $0.2M |
| 2024-09-30 → 2024-12-31 | Junto Capital Management | NEW | 0 | 3,867,282 | $170.0M |
| 2024-09-30 → 2024-12-31 | Moore Capital Management | NEW | 0 | 1,070,720 | $47.1M |
| 2024-09-30 → 2024-12-31 | Verition Fund Management | ADDED | 939,139 | 1,190,281 | $15.0M |
| 2024-09-30 → 2024-12-31 | Walleye Capital | ADDED | 2,980,737 | 3,965,414 | $56.0M |
| 2024-09-30 → 2024-12-31 | Squarepoint Ops | ADDED | 3,113,883 | 4,694,781 | $82.8M |
| 2024-09-30 → 2024-12-31 | Schonfeld Strategic Advisors | TRIMMED | 1,773,797 | 219,240 | -$60.7M |
| 2023-09-30 → 2024-12-31 | Voleon Capital Management | NEW | 0 | 150,192 | $6.6M |
| 2024-09-30 → 2024-12-31 | Qube Research & Technologies | TRIMMED | 12,786,182 | 5,367,006 | -$271.5M |
| 2024-09-30 → 2024-12-31 | Capstone Investment Advisors | ADDED | 3,645,046 | 3,909,618 | $27.2M |
| 2024-09-30 → 2024-12-31 | Graham Capital Management | TRIMMED | 441,415 | 137,585 | -$11.5M |
| 2024-09-30 → 2024-12-31 | Man Group | TRIMMED | 3,983,125 | 3,232,199 | -$16.0M |
| 2024-09-30 → 2024-12-31 | Hudson Bay Capital Management | ADDED | 625,000 | 3,024,260 | $108.1M |
| 2024-09-30 → 2024-12-31 | Rokos Capital Management | ADDED | 2,080,355 | 2,437,795 | $24.6M |
| 2024-09-30 → 2024-12-31 | 1832 Asset Management | ADDED | 417,925 | 761,340 | $16.9M |
| 2024-06-30 → 2024-09-30 | Berkshire Hathaway | TRIMMED | 1,032,852,006 | 797,683,307 | -$9,424.5M |
| 2024-06-30 → 2024-09-30 | Renaissance Technologies | NEW | 0 | 1,585,866 | $62.9M |
| 2024-06-30 → 2024-09-30 | Citadel Advisors | TRIMMED | 42,811,485 | 174 | -$1,702.4M |
| 2024-06-30 → 2024-09-30 | Bridgewater Associates | NEW | 0 | 331,697 | $13.2M |
| 2024-06-30 → 2024-09-30 | Point72 Asset Management | ADDED | 214,200 | 1,605,350 | $55.2M |
| 2024-06-30 → 2024-09-30 | Viking Global Investors | NEW | 0 | 19,959,530 | $792.0M |
| 2024-06-30 → 2024-09-30 | D. E. Shaw & Co. | ADDED | 13,944,666 | 23,270,326 | $368.8M |
| 2024-06-30 → 2024-09-30 | Two Sigma Investments | NEW | 0 | 5,683,991 | $225.5M |
| 2024-06-30 → 2024-09-30 | Millennium Management | TRIMMED | 25,566,776 | 15,235,862 | -$412.2M |
| 2024-06-30 → 2024-09-30 | Fisher Asset Management | ADDED | 43,484,829 | 45,215,832 | $64.8M |
| 2024-06-30 → 2024-09-30 | AQR Capital Management | TRIMMED | 6,979,594 | 6,130,858 | -$35.4M |
| 2024-06-30 → 2024-09-30 | Adage Capital Partners | TRIMMED | 6,526,273 | 6,138,373 | -$16.0M |
| 2024-06-30 → 2024-09-30 | Norges Bank Investment Management | CLOSED | 122,915,003 | 0 | -$4,888.3M |
| 2024-06-30 → 2024-09-30 | Marshall Wace | TRIMMED | 8,478,110 | 2,722,261 | -$229.2M |
| 2024-06-30 → 2024-09-30 | Harris Associates | TRIMMED | 41,010,905 | 35,390,147 | -$226.7M |
| 2024-06-30 → 2024-09-30 | Sculptor Capital | TRIMMED | 890,000 | 852,655 | -$1.6M |
| 2024-06-30 → 2024-09-30 | D1 Capital Partners | NEW | 0 | 4,406,706 | $174.9M |
| 2024-06-30 → 2024-09-30 | Neuberger Berman | TRIMMED | 3,002 | 2,789 | -$0.0M |
| 2024-06-30 → 2024-09-30 | Ancora Advisors | ADDED | 812,549 | 822,650 | $0.3M |
| 2024-06-30 → 2024-09-30 | VGI Partners (now Regal Partners) | ADDED | 1,911,680 | 2,135,025 | $8.7M |
| 2024-06-30 → 2024-09-30 | Arrowstreet Capital | ADDED | 22,112,399 | 29,572,571 | $1,172.6M |
| 2024-06-30 → 2024-09-30 | Pzena Investment Management | TRIMMED | 19,833,297 | 19,482,901 | -$15.7M |
| 2024-06-30 → 2024-09-30 | Diamond Hill Capital Management | ADDED | 16,983,099 | 17,042,952 | $0.8M |
| 2024-06-30 → 2024-09-30 | Clearbridge Investments | TRIMMED | 16,260,822 | 15,600,310 | -$27.7M |
| 2024-06-30 → 2024-09-30 | Geode Capital Management | ADDED | 138,555,829 | 140,255,970 | $50.9M |
| 2024-06-30 → 2024-09-30 | Capital World Investors | ADDED | 68,899,471 | 71,179,384 | $84.3M |
| 2024-06-30 → 2024-09-30 | PrimeCap Management | TRIMMED | 10,344,132 | 10,228,232 | -$5.5M |
| 2024-06-30 → 2024-09-30 | Loomis Sayles | ADDED | 2,075 | 5,922 | $0.0M |
| 2024-06-30 → 2024-09-30 | Charles Schwab Investment Management | TRIMMED | 42,826,341 | 42,632,038 | -$11.6M |
| 2024-06-30 → 2024-09-30 | Victory Capital Management | TRIMMED | 91,865 | 72,916 | -$17.1M |
| 2024-06-30 → 2024-09-30 | Chilton Investment Company | CLOSED | 5,647 | 0 | -$0.2M |
| 2024-06-30 → 2024-09-30 | Junto Capital Management | CLOSED | 3,589,872 | 0 | -$142.8M |
| 2024-06-30 → 2024-09-30 | Moore Capital Management | CLOSED | 1,338,400 | 0 | -$53.2M |
| 2024-06-30 → 2024-09-30 | Verition Fund Management | TRIMMED | 953,999 | 939,139 | -$0.7M |
| 2024-06-30 → 2024-09-30 | Walleye Capital | TRIMMED | 6,320,571 | 2,980,737 | -$133.1M |
| 2024-06-30 → 2024-09-30 | Squarepoint Ops | TRIMMED | 4,262,166 | 3,113,883 | -$45.9M |
| 2024-06-30 → 2024-09-30 | Schonfeld Strategic Advisors | ADDED | 330,047 | 1,773,797 | $57.3M |
| 2024-06-30 → 2024-09-30 | Qube Research & Technologies | ADDED | 1,290,817 | 12,786,182 | $456.0M |
| 2024-06-30 → 2024-09-30 | Capstone Investment Advisors | ADDED | 3,429,096 | 3,645,046 | $8.3M |
| 2024-06-30 → 2024-09-30 | Graham Capital Management | NEW | 0 | 441,415 | $17.5M |
| 2024-06-30 → 2024-09-30 | Man Group | ADDED | 3,010,077 | 3,983,125 | $38.3M |
| 2024-06-30 → 2024-09-30 | Hudson Bay Capital Management | ADDED | 575,000 | 625,000 | $1.9M |
| 2024-06-30 → 2024-09-30 | Rokos Capital Management | TRIMMED | 7,802,884 | 2,080,355 | -$227.7M |
| 2024-06-30 → 2024-09-30 | 1832 Asset Management | TRIMMED | 6,151,042 | 417,925 | -$228.0M |
| 2024-03-31 → 2024-06-30 | Renaissance Technologies | CLOSED | 3,754,866 | 0 | -$0.1M |
| 2024-03-31 → 2024-06-30 | Citadel Advisors | TRIMMED | 58,863,396 | 42,811,485 | -$529.5M |
| 2024-03-31 → 2024-06-30 | Point72 Asset Management | ADDED | 95,600 | 214,200 | $4.9M |
| 2024-03-31 → 2024-06-30 | D. E. Shaw & Co. | TRIMMED | 21,705,146 | 13,944,666 | -$268.5M |
| 2024-03-31 → 2024-06-30 | Millennium Management | ADDED | 24,998,332 | 25,566,776 | $68.9M |
| 2024-03-31 → 2024-06-30 | Fisher Asset Management | ADDED | 39,932,333 | 43,484,829 | $215.2M |
| 2024-03-31 → 2024-06-30 | AQR Capital Management | ADDED | 5,506,272 | 6,979,594 | $68.8M |
| 2024-03-31 → 2024-06-30 | Adage Capital Partners | TRIMMED | 6,758,173 | 6,526,273 | $3.3M |
| 2024-03-31 → 2024-06-30 | Norges Bank Investment Management | NEW | 0 | 122,915,003 | $4,888.3M |
| 2024-03-31 → 2024-06-30 | Marshall Wace | TRIMMED | 10,509,812 | 8,478,110 | -$62.4M |
| 2024-03-31 → 2024-06-30 | Harris Associates | TRIMMED | 49,501,639 | 41,010,905 | -$246.1M |
| 2024-03-31 → 2024-06-30 | First Eagle Investment Management | TRIMMED | 26,261 | 24,541 | -$2.0M |
| 2024-03-31 → 2024-06-30 | Sculptor Capital | ADDED | 790,000 | 890,000 | $5.4M |
| 2024-03-31 → 2024-06-30 | Neuberger Berman | TRIMMED | 3,099 | 3,002 | -$0.1M |
| 2024-03-31 → 2024-06-30 | Ancora Advisors | ADDED | 804,564 | 812,549 | $1.8M |
| 2024-03-31 → 2024-06-30 | VGI Partners (now Regal Partners) | TRIMMED | 1,951,273 | 1,911,680 | $76.0M |
| 2024-03-31 → 2024-06-30 | Arrowstreet Capital | ADDED | 20,975,850 | 22,112,399 | $0.1M |
| 2024-03-31 → 2024-06-30 | Pzena Investment Management | TRIMMED | 21,465,791 | 19,833,297 | -$25.2M |
| 2024-03-31 → 2024-06-30 | Diamond Hill Capital Management | TRIMMED | 18,135,515 | 16,983,099 | -$12.3M |
| 2024-03-31 → 2024-06-30 | Clearbridge Investments | ADDED | 13,151,625 | 16,260,822 | $148.0M |
| 2024-03-31 → 2024-06-30 | Geode Capital Management | ADDED | 137,025,926 | 138,555,829 | $313.5M |
| 2024-03-31 → 2024-06-30 | Capital World Investors | ADDED | 40,354,449 | 68,899,471 | $1,209.9M |
| 2024-03-31 → 2024-06-30 | PrimeCap Management | TRIMMED | 10,939,006 | 10,344,132 | -$3.4M |
| 2024-03-31 → 2024-06-30 | Loomis Sayles | ADDED | 2,033 | 2,075 | $0.0M |
| 2024-03-31 → 2024-06-30 | Charles Schwab Investment Management | ADDED | 42,722,847 | 42,826,341 | $83.2M |
| 2024-03-31 → 2024-06-30 | Victory Capital Management | ADDED | 89,624 | 91,865 | $2.9M |
| 2024-03-31 → 2024-06-30 | Chilton Investment Company | TRIMMED | 36,988 | 5,647 | -$1.2M |
| 2024-03-31 → 2024-06-30 | Junto Capital Management | ADDED | 2,241,444 | 3,589,872 | $57.8M |
| 2024-03-31 → 2024-06-30 | Moore Capital Management | NEW | 0 | 1,338,400 | $53.2M |
| 2024-03-31 → 2024-06-30 | Verition Fund Management | ADDED | 778,376 | 953,999 | $8.4M |
| 2024-03-31 → 2024-06-30 | Walleye Capital | TRIMMED | 6,778,524 | 6,320,571 | -$5.7M |
| 2024-03-31 → 2024-06-30 | Squarepoint Ops | TRIMMED | 5,475,809 | 4,262,166 | -$38.1M |
| 2024-03-31 → 2024-06-30 | Schonfeld Strategic Advisors | TRIMMED | 644,517 | 330,047 | -$11.3M |
| 2024-03-31 → 2024-06-30 | Qube Research & Technologies | TRIMMED | 4,372,643 | 1,290,817 | -$114.5M |
| 2024-03-31 → 2024-06-30 | Capstone Investment Advisors | TRIMMED | 3,442,122 | 3,429,096 | $5.8M |
| 2024-03-31 → 2024-06-30 | Graham Capital Management | CLOSED | 72,664 | 0 | -$2.8M |
| 2024-03-31 → 2024-06-30 | Man Group | ADDED | 797,412 | 3,010,077 | $89.5M |
| 2024-03-31 → 2024-06-30 | Hudson Bay Capital Management | ADDED | 500,000 | 575,000 | $3.9M |
| 2024-03-31 → 2024-06-30 | Castle Hook Partners | CLOSED | 5,655,282 | 0 | -$214.4M |
| 2024-03-31 → 2024-06-30 | Rokos Capital Management | ADDED | 3,031,291 | 7,802,884 | $195.3M |
| 2024-03-31 → 2024-06-30 | 1832 Asset Management | ADDED | 401,475 | 6,151,042 | $229.4M |
| 2023-12-31 → 2024-03-31 | Renaissance Technologies | ADDED | 1,040,266 | 3,754,866 | $0.1M |
| 2023-12-31 → 2024-03-31 | Citadel Advisors | ADDED | 41,099,248 | 58,863,396 | $848.3M |
| 2023-12-31 → 2024-03-31 | Point72 Asset Management | TRIMMED | 481,377 | 95,600 | -$12.6M |
| 2023-12-31 → 2024-03-31 | D. E. Shaw & Co. | ADDED | 19,393,219 | 21,705,146 | $170.1M |
| 2023-12-31 → 2024-03-31 | Millennium Management | ADDED | 84,000 | 24,998,332 | $947.8M |
| 2023-12-31 → 2024-03-31 | Fisher Asset Management | ADDED | 37,649,708 | 39,932,333 | $246.6M |
| 2023-12-31 → 2024-03-31 | AQR Capital Management | ADDED | 3,925,506 | 5,506,272 | $75.2M |
| 2023-12-31 → 2024-03-31 | Maverick Capital | CLOSED | 19,453 | 0 | -$0.7M |
| 2023-12-31 → 2024-03-31 | Adage Capital Partners | ADDED | 6,691,573 | 6,758,173 | $31.0M |
| 2023-12-31 → 2024-03-31 | Norges Bank Investment Management | CLOSED | 110,911,996 | 0 | -$3,734.4M |
| 2023-12-31 → 2024-03-31 | Marshall Wace | ADDED | 3,792,635 | 10,509,812 | $271.9M |
| 2023-12-31 → 2024-03-31 | Harris Associates | TRIMMED | 54,489,187 | 49,501,639 | $42.5M |
| 2023-12-31 → 2024-03-31 | First Eagle Investment Management | TRIMMED | 27,761 | 26,261 | -$2.1M |
| 2023-12-31 → 2024-03-31 | Neuberger Berman | TRIMMED | 3,294 | 3,099 | -$0.3M |
| 2023-12-31 → 2024-03-31 | Ancora Advisors | ADDED | 743,942 | 804,564 | $5.5M |
| 2023-12-31 → 2024-03-31 | VGI Partners (now Regal Partners) | TRIMMED | 2,022,680 | 1,951,273 | $0.0M |
| 2023-12-31 → 2024-03-31 | Arrowstreet Capital | TRIMMED | 25,892,971 | 20,975,850 | -$0.1M |
| 2023-12-31 → 2024-03-31 | Pzena Investment Management | ADDED | 20,510,906 | 21,465,791 | $123.4M |
| 2023-12-31 → 2024-03-31 | Diamond Hill Capital Management | ADDED | 17,980,614 | 18,135,515 | $82.3M |
| 2023-12-31 → 2024-03-31 | Clearbridge Investments | ADDED | 9,454,677 | 13,151,625 | $180.4M |
| 2023-12-31 → 2024-03-31 | Geode Capital Management | ADDED | 132,478,492 | 137,025,926 | $733.9M |
| 2023-12-31 → 2024-03-31 | Capital World Investors | ADDED | 40,189,379 | 40,354,449 | $177.0M |
| 2023-12-31 → 2024-03-31 | PrimeCap Management | TRIMMED | 11,952,906 | 10,939,006 | $12.4M |
| 2023-12-31 → 2024-03-31 | Loomis Sayles | ADDED | 1,637 | 2,033 | $0.0M |
| 2023-12-31 → 2024-03-31 | Charles Schwab Investment Management | ADDED | 41,833,075 | 42,722,847 | $211.5M |
| 2023-12-31 → 2024-03-31 | Victory Capital Management | ADDED | 82,217 | 89,624 | $7.9M |
| 2023-12-31 → 2024-03-31 | Chilton Investment Company | ADDED | 14,160 | 36,988 | $0.9M |
| 2023-12-31 → 2024-03-31 | Junto Capital Management | NEW | 0 | 2,241,444 | $85.0M |
| 2023-12-31 → 2024-03-31 | Verition Fund Management | ADDED | 5,295 | 778,376 | $23.1M |
| 2023-12-31 → 2024-03-31 | Walleye Capital | ADDED | 6,003,822 | 6,778,524 | $54.9M |
| 2023-12-31 → 2024-03-31 | Squarepoint Ops | TRIMMED | 5,887,839 | 5,475,809 | $9.4M |
| 2023-12-31 → 2024-03-31 | Schonfeld Strategic Advisors | ADDED | 448,549 | 644,517 | $9.3M |
| 2023-12-31 → 2024-03-31 | Qube Research & Technologies | ADDED | 1,203,005 | 4,372,643 | $125.3M |
| 2023-12-31 → 2024-03-31 | Capstone Investment Advisors | TRIMMED | 4,385,700 | 3,442,122 | -$17.1M |
| 2023-12-31 → 2024-03-31 | Graham Capital Management | TRIMMED | 637,502 | 72,664 | -$18.7M |
| 2023-12-31 → 2024-03-31 | Man Group | TRIMMED | 1,257,222 | 797,412 | -$12.1M |
| 2023-12-31 → 2024-03-31 | Hudson Bay Capital Management | TRIMMED | 1,100,000 | 500,000 | -$18.1M |
| 2023-12-31 → 2024-03-31 | Castle Hook Partners | ADDED | 3,685,850 | 5,655,282 | $90.3M |
| 2023-12-31 → 2024-03-31 | Rokos Capital Management | NEW | 0 | 3,031,291 | $114.9M |
| 2023-12-31 → 2024-03-31 | 1832 Asset Management | TRIMMED | 715,959 | 401,475 | -$8.9M |
| 2023-09-30 → 2023-12-31 | Renaissance Technologies | TRIMMED | 4,820,766 | 1,040,266 | -$0.1M |
| 2023-09-30 → 2023-12-31 | Citadel Advisors | TRIMMED | 44,209,576 | 41,099,248 | $173.4M |
| 2023-09-30 → 2023-12-31 | Point72 Asset Management | ADDED | 241,170 | 481,377 | $9.6M |
| 2023-09-30 → 2023-12-31 | D. E. Shaw & Co. | ADDED | 19,346,039 | 19,393,219 | $123.3M |
| 2023-09-30 → 2023-12-31 | Two Sigma Investments | CLOSED | 2,353,371 | 0 | -$64.4M |
| 2023-09-30 → 2023-12-31 | Millennium Management | TRIMMED | 13,591,535 | 84,000 | -$372.0M |
| 2023-09-30 → 2023-12-31 | Fisher Asset Management | ADDED | 32,165,489 | 37,649,708 | $387.0M |
| 2023-09-30 → 2023-12-31 | AQR Capital Management | TRIMMED | 4,502,265 | 3,925,506 | $8.9M |
| 2023-09-30 → 2023-12-31 | Maverick Capital | NEW | 0 | 19,453 | $0.7M |
| 2023-09-30 → 2023-12-31 | Adage Capital Partners | TRIMMED | 6,880,173 | 6,691,573 | $36.9M |
| 2023-09-30 → 2023-12-31 | Norges Bank Investment Management | NEW | 0 | 110,911,996 | $3,734.4M |
| 2023-09-30 → 2023-12-31 | Marshall Wace | TRIMMED | 12,439,780 | 3,792,635 | -$212.9M |
| 2023-09-30 → 2023-12-31 | Capital Research Global Investors | NEW | 0 | 446,429 | $15.0M |
| 2023-09-30 → 2023-12-31 | Harris Associates | ADDED | 52,402,017 | 54,489,187 | $399.9M |
| 2023-09-30 → 2023-12-31 | Sculptor Capital | NEW | 0 | 790,000 | $26.6M |
| 2023-09-30 → 2023-12-31 | Neuberger Berman | ADDED | 3,191 | 3,294 | $0.4M |
| 2023-09-30 → 2023-12-31 | Ancora Advisors | TRIMMED | 809,063 | 743,942 | $2.9M |
| 2023-09-30 → 2023-12-31 | VGI Partners (now Regal Partners) | NEW | 0 | 2,022,680 | $0.1M |
| 2023-09-30 → 2023-12-31 | Arrowstreet Capital | ADDED | 18,745,247 | 25,892,971 | $0.4M |
| 2023-09-30 → 2023-12-31 | Pzena Investment Management | ADDED | 19,430,142 | 20,510,906 | $158.6M |
| 2023-09-30 → 2023-12-31 | Brave Warrior Advisors | ADDED | 14,532 | 22,532 | $0.4M |
| 2023-09-30 → 2023-12-31 | Diamond Hill Capital Management | TRIMMED | 18,436,401 | 17,980,614 | $100.6M |
| 2023-09-30 → 2023-12-31 | Clearbridge Investments | TRIMMED | 9,636,625 | 9,454,677 | $54.5M |
| 2023-09-30 → 2023-12-31 | Geode Capital Management | ADDED | 129,891,827 | 132,478,492 | $899.6M |
| 2023-09-30 → 2023-12-31 | Capital World Investors | ADDED | 35,850,700 | 40,189,379 | $371.6M |
| 2023-09-30 → 2023-12-31 | PrimeCap Management | TRIMMED | 13,668,806 | 11,952,906 | $28.2M |
| 2023-09-30 → 2023-12-31 | Loomis Sayles | TRIMMED | 1,944 | 1,637 | $0.0M |
| 2023-09-30 → 2023-12-31 | Charles Schwab Investment Management | ADDED | 40,518,019 | 41,833,075 | $299.1M |
| 2023-09-30 → 2023-12-31 | Victory Capital Management | TRIMMED | 83,824 | 82,217 | $5.9M |
| 2023-09-30 → 2023-12-31 | Chilton Investment Company | ADDED | 12,298 | 14,160 | $0.1M |
| 2023-09-30 → 2023-12-31 | Verition Fund Management | TRIMMED | 533,772 | 5,295 | -$8.2M |
| 2023-09-30 → 2023-12-31 | Walleye Capital | TRIMMED | 6,134,458 | 6,003,822 | $34.2M |
| 2023-09-30 → 2023-12-31 | Squarepoint Ops | TRIMMED | 9,663,679 | 5,887,839 | -$66.3M |
| 2023-09-30 → 2023-12-31 | Schonfeld Strategic Advisors | ADDED | 208,528 | 448,549 | $9.4M |
| 2023-09-30 → 2023-12-31 | Qube Research & Technologies | TRIMMED | 10,035,827 | 1,203,005 | -$234.3M |
| 2023-09-30 → 2023-12-31 | Capstone Investment Advisors | ADDED | 3,846,542 | 4,385,700 | $42.3M |
| 2023-09-30 → 2023-12-31 | Graham Capital Management | TRIMMED | 829,467 | 637,502 | -$1.2M |
| 2023-09-30 → 2023-12-31 | Man Group | ADDED | 1,142,062 | 1,257,222 | $11.1M |
| 2023-09-30 → 2023-12-31 | Hudson Bay Capital Management | TRIMMED | 2,305,000 | 1,100,000 | -$26.1M |
| 2023-09-30 → 2023-12-31 | Castle Hook Partners | NEW | 0 | 3,685,850 | $124.1M |
| 2023-09-30 → 2023-12-31 | 1832 Asset Management | TRIMMED | 9,644,325 | 715,959 | -$240.0M |