| 2026-03-31 → 2026-06-30 | Berkshire Hathaway | TRIMMED | 7,150,000 | 3,000,000 | -$702.5M |
| 2026-03-31 → 2026-06-30 | Renaissance Technologies | TRIMMED | 739,104 | 591,504 | -$16.2M |
| 2026-03-31 → 2026-06-30 | Citadel Advisors | ADDED | 2,777,809 | 3,484,021 | $192.2M |
| 2026-03-31 → 2026-06-30 | Bridgewater Associates | NEW | 0 | 145,544 | $29.2M |
| 2026-03-31 → 2026-06-30 | Soros Fund Management | TRIMMED | 180,105 | 147,062 | -$3.4M |
| 2026-03-31 → 2026-06-30 | Third Point | ADDED | 140,000 | 825,000 | $140.0M |
| 2026-03-31 → 2026-06-30 | Point72 Asset Management | ADDED | 1,868,712 | 2,566,989 | $174.1M |
| 2026-03-31 → 2026-06-30 | Viking Global Investors | TRIMMED | 1,612,374 | 387,815 | -$216.3M |
| 2026-03-31 → 2026-06-30 | Lone Pine Capital | CLOSED | 2,267,056 | 0 | -$413.6M |
| 2026-03-31 → 2026-06-30 | D. E. Shaw & Co. | ADDED | 2,463,851 | 4,843,708 | $522.3M |
| 2026-03-31 → 2026-06-30 | Two Sigma Investments | ADDED | 74,814 | 1,350,195 | $257.2M |
| 2026-03-31 → 2026-06-30 | Millennium Management | TRIMMED | 2,980,990 | 1,958,253 | -$151.0M |
| 2026-03-31 → 2026-06-30 | Fisher Asset Management | TRIMMED | 6,581,115 | 4,515,704 | -$294.7M |
| 2026-03-31 → 2026-06-30 | AQR Capital Management | ADDED | 3,613,737 | 5,271,438 | $401.6M |
| 2026-03-31 → 2026-06-30 | Maverick Capital | ADDED | 1,248,456 | 1,384,692 | $50.0M |
| 2026-03-31 → 2026-06-30 | Adage Capital Partners | ADDED | 481,028 | 549,528 | $22.5M |
| 2026-03-31 → 2026-06-30 | Norges Bank Investment Management | NEW | 0 | 9,978,148 | $2,001.8M |
| 2026-03-31 → 2026-06-30 | Discovery Capital Management | TRIMMED | 268,810 | 173,210 | -$14.3M |
| 2026-03-31 → 2026-06-30 | Marshall Wace | TRIMMED | 1,552,481 | 969,079 | -$88.8M |
| 2026-03-31 → 2026-06-30 | Harris Associates | ADDED | 10,357,647 | 11,492,010 | $416.0M |
| 2026-03-31 → 2026-06-30 | D1 Capital Partners | TRIMMED | 1,116,738 | 1,093,438 | $15.6M |
| 2026-03-31 → 2026-06-30 | Neuberger Berman | ADDED | 1,242,552 | 1,334,600 | $41.6M |
| 2026-03-31 → 2026-06-30 | Blackstone | ADDED | 281,697 | 355,000 | $19.8M |
| 2026-03-31 → 2026-06-30 | Senator Investment Group | NEW | 0 | 233,129 | $46.8M |
| 2026-03-31 → 2026-06-30 | Suvretta Capital (now Montanova Capital) | ADDED | 302,400 | 333,098 | $11.7M |
| 2026-03-31 → 2026-06-30 | Ancora Advisors | TRIMMED | 9,119 | 8,525 | $0.0M |
| 2026-03-31 → 2026-06-30 | Pzena Investment Management | ADDED | 4,580,120 | 4,593,920 | $86.1M |
| 2026-03-31 → 2026-06-30 | Aristotle Capital Management | TRIMMED | 6,750,796 | 6,400,144 | $52.4M |
| 2026-03-31 → 2026-06-30 | Brave Warrior Advisors | TRIMMED | 1,004,304 | 988,973 | $15.2M |
| 2026-03-31 → 2026-06-30 | Diamond Hill Capital Management | TRIMMED | 2,019,679 | 1,449,993 | -$77.6M |
| 2026-03-31 → 2026-06-30 | Clearbridge Investments | ADDED | 2,353,035 | 2,369,725 | $46.2M |
| 2026-03-31 → 2026-06-30 | Geode Capital Management | ADDED | 14,293,981 | 14,360,681 | $276.7M |
| 2026-03-31 → 2026-06-30 | Capital World Investors | TRIMMED | 18,120,639 | 7,371,325 | -$1,825.9M |
| 2026-03-31 → 2026-06-30 | PrimeCap Management | TRIMMED | 379,650 | 377,440 | $6.5M |
| 2026-03-31 → 2026-06-30 | Loomis Sayles | ADDED | 54 | 89 | $0.0M |
| 2026-03-31 → 2026-06-30 | Charles Schwab Investment Management | ADDED | 4,264,402 | 4,312,586 | $87.2M |
| 2026-03-31 → 2026-06-30 | Victory Capital Management | TRIMMED | 591,472 | 573,770 | $7.2M |
| 2026-03-31 → 2026-06-30 | Chilton Investment Company | CLOSED | 599,451 | 0 | -$109.4M |
| 2026-03-31 → 2026-06-30 | Junto Capital Management | ADDED | 226,758 | 294,794 | $17.8M |
| 2026-03-31 → 2026-06-30 | Moore Capital Management | ADDED | 167,100 | 264,160 | $22.5M |
| 2026-03-31 → 2026-06-30 | Caxton Associates | CLOSED | 1,635 | 0 | -$0.3M |
| 2026-03-31 → 2026-06-30 | Verition Fund Management | ADDED | 11,389 | 21,081 | $2.2M |
| 2026-03-31 → 2026-06-30 | Walleye Capital | ADDED | 143,141 | 479,799 | $70.1M |
| 2026-03-31 → 2026-06-30 | Squarepoint Ops | ADDED | 350,054 | 911,312 | $119.0M |
| 2026-03-31 → 2026-06-30 | Schonfeld Strategic Advisors | ADDED | 281,113 | 325,110 | $13.9M |
| 2026-03-31 → 2026-06-30 | Voleon Capital Management | TRIMMED | 2,016 | 1,657 | -$0.0M |
| 2026-03-31 → 2026-06-30 | Qube Research & Technologies | TRIMMED | 2,214,798 | 1,766,602 | -$49.6M |
| 2026-03-31 → 2026-06-30 | Capstone Investment Advisors | ADDED | 116,148 | 134,596 | $5.8M |
| 2026-03-31 → 2026-06-30 | Graham Capital Management | TRIMMED | 50,865 | 6,679 | -$7.9M |
| 2026-03-31 → 2026-06-30 | Man Group | ADDED | 130,791 | 264,053 | $29.1M |
| 2026-03-31 → 2026-06-30 | Hudson Bay Capital Management | ADDED | 260,790 | 303,740 | $13.4M |
| 2026-03-31 → 2026-06-30 | Rokos Capital Management | NEW | 0 | 960,000 | $192.5M |
| 2026-03-31 → 2026-06-30 | 1832 Asset Management | ADDED | 315,095 | 390,894 | $20.9M |
| 2025-12-31 → 2026-03-31 | Renaissance Technologies | ADDED | 228,304 | 739,104 | $79.5M |
| 2025-12-31 → 2026-03-31 | Citadel Advisors | ADDED | 2,495,093 | 2,777,809 | -$98.0M |
| 2025-12-31 → 2026-03-31 | Bridgewater Associates | CLOSED | 157,774 | 0 | -$38.2M |
| 2025-12-31 → 2026-03-31 | Soros Fund Management | NEW | 0 | 180,105 | $32.9M |
| 2025-12-31 → 2026-03-31 | Third Point | TRIMMED | 1,100,000 | 140,000 | -$241.1M |
| 2025-12-31 → 2026-03-31 | Point72 Asset Management | ADDED | 1,212,557 | 1,868,712 | $47.0M |
| 2025-12-31 → 2026-03-31 | Viking Global Investors | TRIMMED | 2,952,317 | 1,612,374 | -$421.4M |
| 2025-12-31 → 2026-03-31 | Lone Pine Capital | TRIMMED | 2,294,891 | 2,267,056 | -$142.6M |
| 2025-12-31 → 2026-03-31 | D. E. Shaw & Co. | ADDED | 2,443,036 | 2,463,851 | -$142.6M |
| 2025-12-31 → 2026-03-31 | Two Sigma Investments | ADDED | 41,203 | 74,814 | $3.7M |
| 2025-12-31 → 2026-03-31 | Millennium Management | ADDED | 1,852,946 | 2,980,990 | $94.7M |
| 2025-12-31 → 2026-03-31 | Fisher Asset Management | TRIMMED | 6,937,362 | 6,581,115 | -$480.7M |
| 2025-12-31 → 2026-03-31 | AQR Capital Management | ADDED | 3,366,692 | 3,613,737 | -$160.0M |
| 2025-12-31 → 2026-03-31 | Maverick Capital | TRIMMED | 1,296,397 | 1,248,456 | -$86.4M |
| 2025-12-31 → 2026-03-31 | Adage Capital Partners | TRIMMED | 548,928 | 481,028 | -$45.3M |
| 2025-12-31 → 2026-03-31 | Norges Bank Investment Management | CLOSED | 8,622,723 | 0 | -$2,089.8M |
| 2025-12-31 → 2026-03-31 | Discovery Capital Management | ADDED | 232,210 | 268,810 | -$7.2M |
| 2025-12-31 → 2026-03-31 | Marshall Wace | ADDED | 1,253,129 | 1,552,481 | -$20.5M |
| 2025-12-31 → 2026-03-31 | Capital Research Global Investors | CLOSED | 5,887,545 | 0 | -$1,426.9M |
| 2025-12-31 → 2026-03-31 | Harris Associates | TRIMMED | 10,825,295 | 10,357,647 | -$734.1M |
| 2025-12-31 → 2026-03-31 | Sculptor Capital | NEW | 0 | 186,000 | $33.9M |
| 2025-12-31 → 2026-03-31 | D1 Capital Partners | ADDED | 828,210 | 1,116,738 | $3.0M |
| 2025-12-31 → 2026-03-31 | Egerton Capital | CLOSED | 2,069,130 | 0 | -$501.5M |
| 2025-12-31 → 2026-03-31 | Neuberger Berman | TRIMMED | 1,511,921 | 1,242,552 | -$140.9M |
| 2025-12-31 → 2026-03-31 | Blackstone | ADDED | 214,030 | 281,697 | -$0.5M |
| 2025-12-31 → 2026-03-31 | Senator Investment Group | CLOSED | 471,805 | 0 | -$114.3M |
| 2025-12-31 → 2026-03-31 | Suvretta Capital (now Montanova Capital) | ADDED | 171,970 | 302,400 | $13.5M |
| 2025-12-31 → 2026-03-31 | Ancora Advisors | TRIMMED | 9,620 | 9,119 | -$0.7M |
| 2025-12-31 → 2026-03-31 | Pzena Investment Management | TRIMMED | 5,020,853 | 4,580,120 | -$381.3M |
| 2025-12-31 → 2026-03-31 | Aristotle Capital Management | TRIMMED | 7,010,674 | 6,750,796 | -$467.6M |
| 2025-12-31 → 2026-03-31 | Brave Warrior Advisors | TRIMMED | 1,008,862 | 1,004,304 | -$61.3M |
| 2025-12-31 → 2026-03-31 | Diamond Hill Capital Management | TRIMMED | 2,487,661 | 2,019,679 | -$234.5M |
| 2025-12-31 → 2026-03-31 | Clearbridge Investments | ADDED | 2,013,927 | 2,353,035 | -$58.8M |
| 2025-12-31 → 2026-03-31 | Geode Capital Management | ADDED | 14,070,236 | 14,293,981 | -$795.3M |
| 2025-12-31 → 2026-03-31 | Capital World Investors | TRIMMED | 24,735,526 | 18,120,639 | -$2,690.2M |
| 2025-12-31 → 2026-03-31 | PrimeCap Management | TRIMMED | 382,970 | 379,650 | -$23.6M |
| 2025-12-31 → 2026-03-31 | Loomis Sayles | TRIMMED | 205 | 54 | -$0.0M |
| 2025-12-31 → 2026-03-31 | Charles Schwab Investment Management | ADDED | 4,244,108 | 4,264,402 | -$250.6M |
| 2025-12-31 → 2026-03-31 | Victory Capital Management | ADDED | 376,526 | 591,472 | $16.6M |
| 2025-12-31 → 2026-03-31 | Chilton Investment Company | ADDED | 246,506 | 599,451 | $49.6M |
| 2025-12-31 → 2026-03-31 | Junto Capital Management | TRIMMED | 306,838 | 226,758 | -$33.0M |
| 2025-12-31 → 2026-03-31 | Moore Capital Management | TRIMMED | 192,163 | 167,100 | -$16.1M |
| 2025-12-31 → 2026-03-31 | Caxton Associates | NEW | 0 | 1,635 | $0.3M |
| 2025-12-31 → 2026-03-31 | Verition Fund Management | TRIMMED | 16,779 | 11,389 | -$2.0M |
| 2025-12-31 → 2026-03-31 | Walleye Capital | ADDED | 125,965 | 143,141 | -$4.4M |
| 2025-12-31 → 2026-03-31 | Squarepoint Ops | TRIMMED | 706,428 | 350,054 | -$107.3M |
| 2025-12-31 → 2026-03-31 | Schonfeld Strategic Advisors | ADDED | 45,568 | 281,113 | $40.2M |
| 2025-12-31 → 2026-03-31 | Voleon Capital Management | TRIMMED | 31,019 | 2,016 | -$7.1M |
| 2025-12-31 → 2026-03-31 | Qube Research & Technologies | ADDED | 1,071,218 | 2,214,798 | $144.4M |
| 2025-12-31 → 2026-03-31 | Capstone Investment Advisors | ADDED | 42,200 | 116,148 | $11.0M |
| 2025-12-31 → 2026-03-31 | Graham Capital Management | ADDED | 44,664 | 50,865 | -$1.5M |
| 2025-12-31 → 2026-03-31 | Man Group | TRIMMED | 262,880 | 130,791 | -$39.9M |
| 2025-12-31 → 2026-03-31 | Hudson Bay Capital Management | ADDED | 219,826 | 260,790 | -$5.7M |
| 2025-12-31 → 2026-03-31 | Castle Hook Partners | CLOSED | 21,586 | 0 | -$5.2M |
| 2025-12-31 → 2026-03-31 | Rokos Capital Management | CLOSED | 59,676 | 0 | -$14.5M |
| 2025-12-31 → 2026-03-31 | 1832 Asset Management | TRIMMED | 681,399 | 315,095 | -$107.7M |
| 2025-09-30 → 2025-12-31 | Renaissance Technologies | NEW | 0 | 228,304 | $55.3M |
| 2025-09-30 → 2025-12-31 | Citadel Advisors | TRIMMED | 3,869,006 | 2,495,093 | -$217.8M |
| 2025-09-30 → 2025-12-31 | Bridgewater Associates | TRIMMED | 203,729 | 157,774 | -$5.1M |
| 2025-09-30 → 2025-12-31 | Third Point | TRIMMED | 1,385,000 | 1,100,000 | -$27.8M |
| 2025-09-30 → 2025-12-31 | Duquesne Family Office | CLOSED | 43,920 | 0 | -$0.0M |
| 2025-09-30 → 2025-12-31 | Point72 Asset Management | ADDED | 975,267 | 1,212,557 | $86.6M |
| 2025-09-30 → 2025-12-31 | Viking Global Investors | TRIMMED | 7,388,506 | 2,952,317 | -$855.1M |
| 2025-09-30 → 2025-12-31 | Lone Pine Capital | TRIMMED | 2,569,491 | 2,294,891 | $10.0M |
| 2025-09-30 → 2025-12-31 | D. E. Shaw & Co. | ADDED | 934,719 | 2,443,036 | $393.4M |
| 2025-09-30 → 2025-12-31 | Two Sigma Investments | TRIMMED | 275,115 | 41,203 | -$48.5M |
| 2025-09-30 → 2025-12-31 | Millennium Management | ADDED | 1,714,046 | 1,852,946 | $84.7M |
| 2025-09-30 → 2025-12-31 | Fisher Asset Management | TRIMMED | 7,296,227 | 6,937,362 | $130.3M |
| 2025-09-30 → 2025-12-31 | AQR Capital Management | ADDED | 2,041,847 | 3,366,692 | $381.9M |
| 2025-09-30 → 2025-12-31 | Maverick Capital | ADDED | 1,083,934 | 1,296,397 | $83.8M |
| 2025-09-30 → 2025-12-31 | Adage Capital Partners | TRIMMED | 565,528 | 548,928 | $12.8M |
| 2025-09-30 → 2025-12-31 | Norges Bank Investment Management | NEW | 0 | 8,622,723 | $2,089.8M |
| 2025-09-30 → 2025-12-31 | Discovery Capital Management | ADDED | 202,310 | 232,210 | $13.3M |
| 2025-09-30 → 2025-12-31 | Marshall Wace | TRIMMED | 2,188,994 | 1,253,129 | -$161.6M |
| 2025-09-30 → 2025-12-31 | Capital Research Global Investors | TRIMMED | 8,426,060 | 5,887,545 | -$364.4M |
| 2025-09-30 → 2025-12-31 | Harris Associates | ADDED | 9,025,271 | 10,825,295 | $705.0M |
| 2025-09-30 → 2025-12-31 | D1 Capital Partners | TRIMMED | 981,310 | 828,210 | -$7.9M |
| 2025-09-30 → 2025-12-31 | Egerton Capital | TRIMMED | 2,077,839 | 2,069,130 | $59.8M |
| 2025-09-30 → 2025-12-31 | Neuberger Berman | TRIMMED | 1,699,047 | 1,511,921 | $5.3M |
| 2025-09-30 → 2025-12-31 | Blackstone | TRIMMED | 319,360 | 214,030 | -$16.0M |
| 2025-09-30 → 2025-12-31 | Senator Investment Group | ADDED | 412,276 | 471,805 | $26.7M |
| 2025-09-30 → 2025-12-31 | Suvretta Capital (now Montanova Capital) | TRIMMED | 238,770 | 171,970 | -$9.1M |
| 2025-09-30 → 2025-12-31 | Ancora Advisors | TRIMMED | 10,084 | 9,620 | $0.2M |
| 2025-09-30 → 2025-12-31 | Pzena Investment Management | TRIMMED | 5,052,134 | 5,020,853 | $142.9M |
| 2025-09-30 → 2025-12-31 | Aristotle Capital Management | TRIMMED | 7,364,228 | 7,010,674 | $133.6M |
| 2025-09-30 → 2025-12-31 | Brave Warrior Advisors | ADDED | 964,730 | 1,008,862 | $39.4M |
| 2025-09-30 → 2025-12-31 | Diamond Hill Capital Management | TRIMMED | 2,819,563 | 2,487,661 | $3.5M |
| 2025-09-30 → 2025-12-31 | Clearbridge Investments | TRIMMED | 2,132,274 | 2,013,927 | $34.8M |
| 2025-09-30 → 2025-12-31 | Geode Capital Management | TRIMMED | 14,102,146 | 14,070,236 | $412.8M |
| 2025-09-30 → 2025-12-31 | Capital World Investors | TRIMMED | 25,050,674 | 24,735,526 | $668.1M |
| 2025-09-30 → 2025-12-31 | PrimeCap Management | TRIMMED | 498,081 | 382,970 | -$13.1M |
| 2025-09-30 → 2025-12-31 | Loomis Sayles | TRIMMED | 212 | 205 | $0.0M |
| 2025-09-30 → 2025-12-31 | Charles Schwab Investment Management | TRIMMED | 4,275,745 | 4,244,108 | $119.7M |
| 2025-09-30 → 2025-12-31 | Victory Capital Management | TRIMMED | 378,450 | 376,526 | $10.8M |
| 2025-09-30 → 2025-12-31 | Chilton Investment Company | ADDED | 17,702 | 246,506 | $56.0M |
| 2025-09-30 → 2025-12-31 | Junto Capital Management | TRIMMED | 332,781 | 306,838 | $3.6M |
| 2025-09-30 → 2025-12-31 | Moore Capital Management | TRIMMED | 241,073 | 192,163 | -$4.7M |
| 2025-09-30 → 2025-12-31 | Verition Fund Management | TRIMMED | 65,464 | 16,779 | -$9.8M |
| 2025-09-30 → 2025-12-31 | Walleye Capital | TRIMMED | 177,200 | 125,965 | -$7.1M |
| 2025-09-30 → 2025-12-31 | Squarepoint Ops | ADDED | 311,544 | 706,428 | $105.0M |
| 2025-09-30 → 2025-12-31 | Schonfeld Strategic Advisors | TRIMMED | 188,442 | 45,568 | -$29.0M |
| 2025-09-30 → 2025-12-31 | Voleon Capital Management | ADDED | 22,592 | 31,019 | $2.7M |
| 2025-09-30 → 2025-12-31 | Qube Research & Technologies | ADDED | 878,559 | 1,071,218 | $72.9M |
| 2025-09-30 → 2025-12-31 | Capstone Investment Advisors | TRIMMED | 159,898 | 42,200 | -$23.8M |
| 2025-09-30 → 2025-12-31 | Graham Capital Management | NEW | 0 | 44,664 | $10.8M |
| 2025-09-30 → 2025-12-31 | Man Group | ADDED | 238,717 | 262,880 | $13.0M |
| 2025-09-30 → 2025-12-31 | Hudson Bay Capital Management | TRIMMED | 370,998 | 219,826 | -$25.6M |
| 2025-09-30 → 2025-12-31 | Castle Hook Partners | TRIMMED | 79,146 | 21,586 | -$11.6M |
| 2025-09-30 → 2025-12-31 | Rokos Capital Management | TRIMMED | 1,027,653 | 59,676 | -$204.0M |
| 2025-09-30 → 2025-12-31 | 1832 Asset Management | ADDED | 432,784 | 681,399 | $73.1M |
| 2025-06-30 → 2025-09-30 | Renaissance Technologies | CLOSED | 55,704 | 0 | -$11.9M |
| 2025-06-30 → 2025-09-30 | Citadel Advisors | TRIMMED | 4,733,514 | 3,869,006 | -$184.6M |
| 2025-06-30 → 2025-09-30 | Bridgewater Associates | ADDED | 192,576 | 203,729 | $2.3M |
| 2025-06-30 → 2025-09-30 | Third Point | TRIMMED | 1,804,204 | 1,385,000 | -$89.4M |
| 2025-06-30 → 2025-09-30 | Duquesne Family Office | NEW | 0 | 43,920 | $0.0M |
| 2025-06-30 → 2025-09-30 | Point72 Asset Management | TRIMMED | 1,054,593 | 975,267 | -$17.1M |
| 2025-06-30 → 2025-09-30 | Viking Global Investors | ADDED | 5,671,358 | 7,388,506 | $364.0M |
| 2025-06-30 → 2025-09-30 | Lone Pine Capital | TRIMMED | 3,080,633 | 2,569,491 | -$109.2M |
| 2025-06-30 → 2025-09-30 | D. E. Shaw & Co. | ADDED | 586,036 | 934,719 | $74.0M |
| 2025-06-30 → 2025-09-30 | Two Sigma Investments | ADDED | 21,072 | 275,115 | $54.0M |
| 2025-06-30 → 2025-09-30 | Millennium Management | ADDED | 1,471,929 | 1,714,046 | $51.2M |
| 2025-06-30 → 2025-09-30 | Fisher Asset Management | TRIMMED | 7,653,681 | 7,296,227 | -$77.4M |
| 2025-06-30 → 2025-09-30 | AQR Capital Management | ADDED | 1,512,814 | 2,041,847 | $112.2M |
| 2025-06-30 → 2025-09-30 | Maverick Capital | TRIMMED | 1,114,960 | 1,083,934 | -$6.8M |
| 2025-06-30 → 2025-09-30 | Adage Capital Partners | TRIMMED | 565,828 | 565,528 | -$0.2M |
| 2025-06-30 → 2025-09-30 | Norges Bank Investment Management | CLOSED | 7,997,325 | 0 | -$1,701.5M |
| 2025-06-30 → 2025-09-30 | Discovery Capital Management | TRIMMED | 241,510 | 202,310 | -$8.4M |
| 2025-06-30 → 2025-09-30 | Marshall Wace | TRIMMED | 2,429,456 | 2,188,994 | -$51.6M |
| 2025-06-30 → 2025-09-30 | Capital Research Global Investors | ADDED | 8,123,327 | 8,426,060 | $63.0M |
| 2025-06-30 → 2025-09-30 | Harris Associates | TRIMMED | 10,068,086 | 9,025,271 | -$223.5M |
| 2025-06-30 → 2025-09-30 | D1 Capital Partners | TRIMMED | 1,162,000 | 981,310 | -$38.6M |
| 2025-06-30 → 2025-09-30 | Egerton Capital | TRIMMED | 2,333,642 | 2,077,839 | -$54.8M |
| 2025-06-30 → 2025-09-30 | Neuberger Berman | TRIMMED | 1,760,934 | 1,699,047 | -$12.6M |
| 2025-06-30 → 2025-09-30 | Blackstone | TRIMMED | 325,000 | 319,360 | -$1.3M |
| 2025-06-30 → 2025-09-30 | Senator Investment Group | TRIMMED | 510,134 | 412,276 | -$20.9M |
| 2025-06-30 → 2025-09-30 | Suvretta Capital (now Montanova Capital) | ADDED | 194,160 | 238,770 | $9.4M |
| 2025-06-30 → 2025-09-30 | Ancora Advisors | TRIMMED | 10,303 | 10,084 | -$0.0M |
| 2025-06-30 → 2025-09-30 | Arrowstreet Capital | CLOSED | 1,887,957 | 0 | -$401.7M |
| 2025-06-30 → 2025-09-30 | Pzena Investment Management | TRIMMED | 5,421,535 | 5,052,134 | -$79.5M |
| 2025-06-30 → 2025-09-30 | Aristotle Capital Management | TRIMMED | 7,760,720 | 7,364,228 | -$85.7M |
| 2025-06-30 → 2025-09-30 | Brave Warrior Advisors | TRIMMED | 1,832,991 | 964,730 | -$184.9M |
| 2025-06-30 → 2025-09-30 | Diamond Hill Capital Management | TRIMMED | 2,910,758 | 2,819,563 | -$19.9M |
| 2025-06-30 → 2025-09-30 | Clearbridge Investments | TRIMMED | 2,142,643 | 2,132,274 | -$2.6M |
| 2025-06-30 → 2025-09-30 | Geode Capital Management | ADDED | 14,008,841 | 14,102,146 | $18.6M |
| 2025-06-30 → 2025-09-30 | Capital World Investors | TRIMMED | 25,964,261 | 25,050,674 | -$196.8M |
| 2025-06-30 → 2025-09-30 | PrimeCap Management | TRIMMED | 545,321 | 498,081 | -$10.1M |
| 2025-06-30 → 2025-09-30 | Loomis Sayles | ADDED | 208 | 212 | $0.0M |
| 2025-06-30 → 2025-09-30 | Charles Schwab Investment Management | TRIMMED | 4,394,866 | 4,275,745 | -$26.1M |
| 2025-06-30 → 2025-09-30 | Victory Capital Management | ADDED | 324,489 | 378,450 | $11.4M |
| 2025-06-30 → 2025-09-30 | Chilton Investment Company | ADDED | 6,859 | 17,702 | $2.3M |
| 2025-06-30 → 2025-09-30 | Junto Capital Management | TRIMMED | 1,318,244 | 332,781 | -$209.7M |
| 2025-06-30 → 2025-09-30 | Moore Capital Management | TRIMMED | 306,980 | 241,073 | -$14.1M |
| 2025-06-30 → 2025-09-30 | Verition Fund Management | ADDED | 22,527 | 65,464 | $9.1M |
| 2025-06-30 → 2025-09-30 | Walleye Capital | TRIMMED | 182,624 | 177,200 | -$1.2M |
| 2025-06-30 → 2025-09-30 | Squarepoint Ops | TRIMMED | 370,695 | 311,544 | -$12.6M |
| 2025-06-30 → 2025-09-30 | Schonfeld Strategic Advisors | ADDED | 77,857 | 188,442 | $23.5M |
| 2025-06-30 → 2025-09-30 | Voleon Capital Management | ADDED | 4,925 | 22,592 | $3.8M |
| 2025-06-30 → 2025-09-30 | Qube Research & Technologies | ADDED | 136,101 | 878,559 | $157.8M |
| 2025-06-30 → 2025-09-30 | Capstone Investment Advisors | ADDED | 130,798 | 159,898 | $6.2M |
| 2025-06-30 → 2025-09-30 | Graham Capital Management | CLOSED | 3,850 | 0 | -$0.8M |
| 2025-06-30 → 2025-09-30 | Man Group | ADDED | 172,264 | 238,717 | $14.1M |
| 2025-06-30 → 2025-09-30 | Hudson Bay Capital Management | TRIMMED | 592,523 | 370,998 | -$47.2M |
| 2025-06-30 → 2025-09-30 | Castle Hook Partners | TRIMMED | 924,157 | 79,146 | -$179.8M |
| 2025-06-30 → 2025-09-30 | Rokos Capital Management | TRIMMED | 1,458,965 | 1,027,653 | -$91.9M |
| 2025-06-30 → 2025-09-30 | 1832 Asset Management | TRIMMED | 626,725 | 432,784 | -$41.3M |
| 2025-03-31 → 2025-06-30 | Renaissance Technologies | NEW | 0 | 55,704 | $11.9M |
| 2025-03-31 → 2025-06-30 | Citadel Advisors | ADDED | 4,058,693 | 4,733,514 | $279.4M |
| 2025-03-31 → 2025-06-30 | Bridgewater Associates | ADDED | 168,652 | 192,576 | $10.7M |
| 2025-03-31 → 2025-06-30 | Third Point | ADDED | 1,050,000 | 1,804,204 | $195.6M |
| 2025-03-31 → 2025-06-30 | Duquesne Family Office | CLOSED | 197,670 | 0 | -$0.0M |
| 2025-03-31 → 2025-06-30 | Point72 Asset Management | ADDED | 1,027,409 | 1,054,593 | $40.2M |
| 2025-03-31 → 2025-06-30 | Viking Global Investors | ADDED | 4,591,100 | 5,671,358 | $383.5M |
| 2025-03-31 → 2025-06-30 | Lone Pine Capital | TRIMMED | 3,176,143 | 3,080,633 | $86.0M |
| 2025-03-31 → 2025-06-30 | D. E. Shaw & Co. | ADDED | 417,709 | 586,036 | $49.8M |
| 2025-03-31 → 2025-06-30 | Two Sigma Investments | ADDED | 19,562 | 21,072 | $1.0M |
| 2025-03-31 → 2025-06-30 | Millennium Management | TRIMMED | 2,793,767 | 1,471,929 | -$187.8M |
| 2025-03-31 → 2025-06-30 | Fisher Asset Management | TRIMMED | 8,169,945 | 7,653,681 | $163.5M |
| 2025-03-31 → 2025-06-30 | AQR Capital Management | ADDED | 1,076,166 | 1,512,814 | $133.9M |
| 2025-03-31 → 2025-06-30 | Maverick Capital | ADDED | 475,030 | 1,114,960 | $152.0M |
| 2025-03-31 → 2025-06-30 | Adage Capital Partners | NEW | 0 | 565,828 | $120.4M |
| 2025-03-31 → 2025-06-30 | Norges Bank Investment Management | NEW | 0 | 7,997,325 | $1,701.5M |
| 2025-03-31 → 2025-06-30 | Eminence Capital | CLOSED | 801,742 | 0 | -$143.8M |
| 2025-03-31 → 2025-06-30 | Discovery Capital Management | NEW | 0 | 241,510 | $51.4M |
| 2025-03-31 → 2025-06-30 | Marshall Wace | TRIMMED | 2,489,491 | 2,429,456 | $70.5M |
| 2025-03-31 → 2025-06-30 | Capital Research Global Investors | ADDED | 6,578,585 | 8,123,327 | $548.8M |
| 2025-03-31 → 2025-06-30 | Harris Associates | ADDED | 9,851,349 | 10,068,086 | $375.7M |
| 2025-03-31 → 2025-06-30 | D1 Capital Partners | ADDED | 811,000 | 1,162,000 | $101.8M |
| 2025-03-31 → 2025-06-30 | Egerton Capital | ADDED | 891,659 | 2,333,642 | $336.6M |
| 2025-03-31 → 2025-06-30 | Neuberger Berman | ADDED | 1,178,660 | 1,760,934 | $163.4M |
| 2025-03-31 → 2025-06-30 | Blackstone | TRIMMED | 370,000 | 325,000 | $2.8M |
| 2025-03-31 → 2025-06-30 | Senator Investment Group | ADDED | 154,144 | 510,134 | $80.9M |
| 2025-03-31 → 2025-06-30 | Suvretta Capital (now Montanova Capital) | TRIMMED | 245,222 | 194,160 | -$2.7M |
| 2025-03-31 → 2025-06-30 | Ancora Advisors | ADDED | 74 | 10,303 | $2.2M |
| 2025-03-31 → 2025-06-30 | Arrowstreet Capital | ADDED | 1,405,549 | 1,887,957 | $149.7M |
| 2025-03-31 → 2025-06-30 | Pzena Investment Management | TRIMMED | 5,566,112 | 5,421,535 | $155.5M |
| 2025-03-31 → 2025-06-30 | Aristotle Capital Management | TRIMMED | 7,769,308 | 7,760,720 | $258.2M |
| 2025-03-31 → 2025-06-30 | Brave Warrior Advisors | ADDED | 631,553 | 1,832,991 | $276.7M |
| 2025-03-31 → 2025-06-30 | Diamond Hill Capital Management | ADDED | 2,129,660 | 2,910,758 | $237.4M |
| 2025-03-31 → 2025-06-30 | Clearbridge Investments | TRIMMED | 3,143,315 | 2,142,643 | -$107.7M |
| 2025-03-31 → 2025-06-30 | Geode Capital Management | ADDED | 8,534,513 | 14,008,841 | $1,441.8M |
| 2025-03-31 → 2025-06-30 | Capital World Investors | ADDED | 3,614,547 | 25,964,261 | $4,876.5M |
| 2025-03-31 → 2025-06-30 | PrimeCap Management | NEW | 0 | 545,321 | $116.0M |
| 2025-03-31 → 2025-06-30 | Loomis Sayles | TRIMMED | 243 | 208 | $0.0M |
| 2025-03-31 → 2025-06-30 | Charles Schwab Investment Management | ADDED | 2,680,731 | 4,394,866 | $454.4M |
| 2025-03-31 → 2025-06-30 | Victory Capital Management | ADDED | 144,409 | 324,489 | $43.1M |
| 2025-03-31 → 2025-06-30 | Chilton Investment Company | ADDED | 1,250 | 6,859 | $1.2M |
| 2025-03-31 → 2025-06-30 | Junto Capital Management | ADDED | 853,359 | 1,318,244 | $127.5M |
| 2025-03-31 → 2025-06-30 | Moore Capital Management | ADDED | 132,735 | 306,980 | $41.5M |
| 2025-03-31 → 2025-06-30 | Caxton Associates | CLOSED | 5,398 | 0 | -$1.0M |
| 2025-03-31 → 2025-06-30 | Verition Fund Management | TRIMMED | 46,140 | 22,527 | -$3.5M |
| 2025-03-31 → 2025-06-30 | Walleye Capital | ADDED | 58,600 | 182,624 | $28.3M |
| 2025-03-31 → 2025-06-30 | Squarepoint Ops | TRIMMED | 492,476 | 370,695 | -$9.4M |
| 2025-03-31 → 2025-06-30 | Schonfeld Strategic Advisors | ADDED | 2,649 | 77,857 | $16.1M |
| 2025-03-31 → 2025-06-30 | Voleon Capital Management | NEW | 0 | 4,925 | $1.0M |
| 2024-12-31 → 2025-06-30 | Qube Research & Technologies | ADDED | 67,451 | 136,101 | $16.9M |
| 2025-03-31 → 2025-06-30 | Capstone Investment Advisors | TRIMMED | 155,974 | 130,798 | -$0.1M |
| 2025-03-31 → 2025-06-30 | Graham Capital Management | NEW | 0 | 3,850 | $0.8M |
| 2025-03-31 → 2025-06-30 | Man Group | ADDED | 58,033 | 172,264 | $26.2M |
| 2025-03-31 → 2025-06-30 | Hudson Bay Capital Management | TRIMMED | 747,414 | 592,523 | -$7.9M |
| 2025-03-31 → 2025-06-30 | Castle Hook Partners | NEW | 0 | 924,157 | $196.6M |
| 2025-03-31 → 2025-06-30 | Rokos Capital Management | NEW | 0 | 1,458,965 | $310.4M |
| 2025-03-31 → 2025-06-30 | 1832 Asset Management | ADDED | 116,290 | 626,725 | $112.5M |
| 2024-12-31 → 2025-03-31 | Berkshire Hathaway | TRIMMED | 7,450,000 | 7,150,000 | -$46.5M |
| 2024-12-31 → 2025-03-31 | Renaissance Technologies | CLOSED | 308,899 | 0 | -$55.1M |
| 2024-12-31 → 2025-03-31 | Citadel Advisors | ADDED | 3,872,427 | 4,058,693 | $37.2M |
| 2024-12-31 → 2025-03-31 | Bridgewater Associates | ADDED | 151,821 | 168,652 | $3.2M |
| 2024-12-31 → 2025-03-31 | Third Point | ADDED | 925,000 | 1,050,000 | $23.3M |
| 2024-12-31 → 2025-03-31 | Duquesne Family Office | NEW | 0 | 197,670 | $0.0M |
| 2024-12-31 → 2025-03-31 | Point72 Asset Management | ADDED | 381,730 | 1,027,409 | $116.1M |
| 2024-12-31 → 2025-03-31 | Viking Global Investors | NEW | 0 | 4,591,100 | $823.2M |
| 2024-12-31 → 2025-03-31 | Lone Pine Capital | TRIMMED | 3,235,823 | 3,176,143 | -$7.5M |
| 2024-12-31 → 2025-03-31 | D. E. Shaw & Co. | ADDED | 256,014 | 417,709 | $29.2M |
| 2024-12-31 → 2025-03-31 | Two Sigma Investments | TRIMMED | 22,113 | 19,562 | -$0.4M |
| 2024-12-31 → 2025-03-31 | Millennium Management | TRIMMED | 3,508,578 | 2,793,767 | -$124.7M |
| 2024-12-31 → 2025-03-31 | Fisher Asset Management | TRIMMED | 9,086,286 | 8,169,945 | -$155.4M |
| 2024-12-31 → 2025-03-31 | AQR Capital Management | ADDED | 914,338 | 1,076,166 | $24.9M |
| 2024-12-31 → 2025-03-31 | Maverick Capital | NEW | 0 | 475,030 | $85.2M |
| 2024-12-31 → 2025-03-31 | Adage Capital Partners | CLOSED | 78,522 | 0 | -$14.0M |
| 2024-12-31 → 2025-03-31 | Norges Bank Investment Management | CLOSED | 3,310,224 | 0 | -$590.3M |
| 2024-12-31 → 2025-03-31 | Eminence Capital | TRIMMED | 891,252 | 801,742 | -$15.2M |
| 2024-12-31 → 2025-03-31 | Discovery Capital Management | CLOSED | 116,300 | 0 | -$20.7M |
| 2024-12-31 → 2025-03-31 | Marshall Wace | ADDED | 1,238,883 | 2,489,491 | $225.4M |
| 2024-12-31 → 2025-03-31 | Capital Research Global Investors | TRIMMED | 11,758,207 | 6,578,585 | -$917.2M |
| 2024-12-31 → 2025-03-31 | Harris Associates | TRIMMED | 11,860,704 | 9,851,349 | -$348.7M |
| 2024-12-31 → 2025-03-31 | D1 Capital Partners | ADDED | 487,000 | 811,000 | $58.6M |
| 2024-12-31 → 2025-03-31 | Egerton Capital | TRIMMED | 1,565,495 | 891,659 | -$119.3M |
| 2024-12-31 → 2025-03-31 | Neuberger Berman | ADDED | 1,113,117 | 1,178,660 | $12.7M |
| 2024-12-31 → 2025-03-31 | Blackstone | NEW | 0 | 370,000 | $66.3M |
| 2024-12-31 → 2025-03-31 | Senator Investment Group | TRIMMED | 549,867 | 154,144 | -$70.4M |
| 2024-12-31 → 2025-03-31 | Suvretta Capital (now Montanova Capital) | TRIMMED | 251,642 | 245,222 | -$0.9M |
| 2024-12-31 → 2025-03-31 | Arrowstreet Capital | TRIMMED | 2,716,843 | 1,405,549 | -$232.5M |
| 2024-12-31 → 2025-03-31 | Pzena Investment Management | TRIMMED | 6,167,716 | 5,566,112 | -$101.8M |
| 2024-12-31 → 2025-03-31 | Aristotle Capital Management | TRIMMED | 8,045,377 | 7,769,308 | -$41.6M |
| 2024-12-31 → 2025-03-31 | Brave Warrior Advisors | ADDED | 1,500 | 631,553 | $113.0M |
| 2024-12-31 → 2025-03-31 | Diamond Hill Capital Management | NEW | 0 | 2,129,660 | $381.8M |
| 2024-12-31 → 2025-03-31 | Clearbridge Investments | TRIMMED | 3,811,315 | 3,143,315 | -$116.0M |
| 2024-12-31 → 2025-03-31 | Geode Capital Management | ADDED | 8,227,587 | 8,534,513 | $61.4M |
| 2024-12-31 → 2025-03-31 | Capital World Investors | TRIMMED | 4,272,264 | 3,614,547 | -$114.4M |
| 2024-12-31 → 2025-03-31 | Loomis Sayles | TRIMMED | 375 | 243 | -$0.0M |
| 2024-12-31 → 2025-03-31 | Charles Schwab Investment Management | TRIMMED | 2,707,201 | 2,680,731 | -$2.1M |
| 2024-12-31 → 2025-03-31 | Victory Capital Management | TRIMMED | 168,060 | 144,409 | -$4.1M |
| 2024-12-31 → 2025-03-31 | Chilton Investment Company | NEW | 0 | 1,250 | $0.2M |
| 2024-12-31 → 2025-03-31 | Junto Capital Management | ADDED | 794,545 | 853,359 | $11.3M |
| 2024-12-31 → 2025-03-31 | Moore Capital Management | TRIMMED | 470,218 | 132,735 | -$60.0M |
| 2024-12-31 → 2025-03-31 | Verition Fund Management | ADDED | 39,490 | 46,140 | $1.2M |
| 2024-12-31 → 2025-03-31 | Walleye Capital | TRIMMED | 130,700 | 58,600 | -$12.8M |
| 2024-12-31 → 2025-03-31 | Squarepoint Ops | TRIMMED | 510,057 | 492,476 | -$2.7M |
| 2024-12-31 → 2025-03-31 | Schonfeld Strategic Advisors | TRIMMED | 28,358 | 2,649 | -$4.6M |
| 2024-12-31 → 2025-03-31 | Capstone Investment Advisors | ADDED | 106,600 | 155,974 | $9.0M |
| 2024-12-31 → 2025-03-31 | Man Group | TRIMMED | 124,623 | 58,033 | -$11.8M |
| 2024-12-31 → 2025-03-31 | Hudson Bay Capital Management | ADDED | 473,282 | 747,414 | $49.6M |
| 2024-12-31 → 2025-03-31 | 1832 Asset Management | ADDED | 10,249 | 116,290 | $19.0M |
| 2024-09-30 → 2024-12-31 | Berkshire Hathaway | TRIMMED | 9,100,000 | 7,450,000 | -$34.1M |
| 2024-09-30 → 2024-12-31 | Renaissance Technologies | ADDED | 251,894 | 308,899 | $17.4M |
| 2024-09-30 → 2024-12-31 | Citadel Advisors | ADDED | 3,036,671 | 3,872,427 | $235.9M |
| 2024-09-30 → 2024-12-31 | Bridgewater Associates | ADDED | 87,650 | 151,821 | $13.9M |
| 2024-09-30 → 2024-12-31 | Third Point | NEW | 0 | 925,000 | $164.9M |
| 2024-09-30 → 2024-12-31 | Point72 Asset Management | TRIMMED | 612,147 | 381,730 | -$23.6M |
| 2024-09-30 → 2024-12-31 | Lone Pine Capital | NEW | 0 | 3,235,823 | $577.0M |
| 2024-09-30 → 2024-12-31 | D. E. Shaw & Co. | ADDED | 221,087 | 256,014 | $12.5M |
| 2024-09-30 → 2024-12-31 | Two Sigma Investments | TRIMMED | 132,931 | 22,113 | -$16.0M |
| 2024-09-30 → 2024-12-31 | Millennium Management | ADDED | 703,153 | 3,508,578 | $520.4M |
| 2024-09-30 → 2024-12-31 | Fisher Asset Management | TRIMMED | 9,694,297 | 9,086,286 | $168.7M |
| 2024-09-30 → 2024-12-31 | AQR Capital Management | ADDED | 670,338 | 914,338 | $63.6M |
| 2024-09-30 → 2024-12-31 | Adage Capital Partners | TRIMMED | 107,205 | 78,522 | -$2.0M |
| 2024-09-30 → 2024-12-31 | Norges Bank Investment Management | NEW | 0 | 3,310,224 | $590.3M |
| 2024-09-30 → 2024-12-31 | Eminence Capital | TRIMMED | 1,135,214 | 891,252 | -$11.0M |
| 2024-09-30 → 2024-12-31 | Discovery Capital Management | NEW | 0 | 116,300 | $20.7M |
| 2024-09-30 → 2024-12-31 | Marshall Wace | ADDED | 260,213 | 1,238,883 | $182.0M |
| 2024-09-30 → 2024-12-31 | Capital Research Global Investors | TRIMMED | 17,886,332 | 11,758,207 | -$581.4M |
| 2024-09-30 → 2024-12-31 | Harris Associates | TRIMMED | 14,454,114 | 11,860,704 | -$49.2M |
| 2024-09-30 → 2024-12-31 | D1 Capital Partners | NEW | 0 | 487,000 | $86.8M |
| 2024-09-30 → 2024-12-31 | Egerton Capital | NEW | 0 | 1,565,495 | $279.2M |
| 2024-09-30 → 2024-12-31 | Neuberger Berman | ADDED | 572,167 | 1,113,117 | $112.8M |
| 2024-09-30 → 2024-12-31 | Senator Investment Group | ADDED | 305,483 | 549,867 | $52.3M |
| 2024-09-30 → 2024-12-31 | Suvretta Capital (now Montanova Capital) | ADDED | 235,600 | 251,642 | $9.6M |
| 2024-09-30 → 2024-12-31 | Ancora Advisors | TRIMMED | 76 | 74 | $0.0M |
| 2024-09-30 → 2024-12-31 | Arrowstreet Capital | TRIMMED | 4,512,350 | 2,716,843 | -$191.2M |
| 2024-09-30 → 2024-12-31 | Pzena Investment Management | TRIMMED | 6,939,552 | 6,167,716 | $60.8M |
| 2024-09-30 → 2024-12-31 | Aristotle Capital Management | TRIMMED | 8,204,115 | 8,045,377 | $206.2M |
| 2024-09-30 → 2024-12-31 | Brave Warrior Advisors | NEW | 0 | 1,500 | $0.3M |
| 2024-09-30 → 2024-12-31 | Clearbridge Investments | TRIMMED | 4,082,925 | 3,811,315 | $68.3M |
| 2024-09-30 → 2024-12-31 | Geode Capital Management | ADDED | 8,020,160 | 8,227,587 | $268.7M |
| 2024-09-30 → 2024-12-31 | Capital World Investors | TRIMMED | 7,171,789 | 4,272,264 | -$312.0M |
| 2024-09-30 → 2024-12-31 | Loomis Sayles | NEW | 0 | 375 | $0.0M |
| 2024-09-30 → 2024-12-31 | Charles Schwab Investment Management | ADDED | 2,687,999 | 2,707,201 | $80.3M |
| 2024-09-30 → 2024-12-31 | Victory Capital Management | TRIMMED | 200,742 | 168,060 | -$0.1M |
| 2024-09-30 → 2024-12-31 | Junto Capital Management | ADDED | 772,096 | 794,545 | $26.1M |
| 2024-09-30 → 2024-12-31 | Moore Capital Management | ADDED | 181,546 | 470,218 | $56.7M |
| 2024-09-30 → 2024-12-31 | Verition Fund Management | TRIMMED | 56,238 | 39,490 | -$1.4M |
| 2024-09-30 → 2024-12-31 | Walleye Capital | TRIMMED | 186,407 | 130,700 | -$4.6M |
| 2024-09-30 → 2024-12-31 | Squarepoint Ops | TRIMMED | 796,881 | 510,057 | -$28.4M |
| 2024-09-30 → 2024-12-31 | Schonfeld Strategic Advisors | ADDED | 9,686 | 28,358 | $3.6M |
| 2024-09-30 → 2024-12-31 | Qube Research & Technologies | ADDED | 3,000 | 67,451 | $11.6M |
| 2024-09-30 → 2024-12-31 | Capstone Investment Advisors | ADDED | 67,602 | 106,600 | $8.9M |
| 2024-09-30 → 2024-12-31 | Graham Capital Management | CLOSED | 8,803 | 0 | -$1.3M |
| 2024-09-30 → 2024-12-31 | Man Group | TRIMMED | 226,911 | 124,623 | -$11.8M |
| 2024-09-30 → 2024-12-31 | Hudson Bay Capital Management | ADDED | 363,344 | 473,282 | $30.0M |
| 2024-09-30 → 2024-12-31 | 1832 Asset Management | TRIMMED | 15,872 | 10,249 | -$0.5M |
| 2024-06-30 → 2024-09-30 | Berkshire Hathaway | TRIMMED | 9,819,052 | 9,100,000 | $3.1M |
| 2024-06-30 → 2024-09-30 | Renaissance Technologies | ADDED | 179,799 | 251,894 | $12.8M |
| 2024-06-30 → 2024-09-30 | Citadel Advisors | ADDED | 1,485,084 | 3,036,671 | $249.1M |
| 2024-06-30 → 2024-09-30 | Bridgewater Associates | ADDED | 43,832 | 87,650 | $7.1M |
| 2024-06-30 → 2024-09-30 | Point72 Asset Management | ADDED | 483,335 | 612,147 | $24.7M |
| 2024-06-30 → 2024-09-30 | D. E. Shaw & Co. | TRIMMED | 672,428 | 221,087 | -$60.0M |
| 2024-06-30 → 2024-09-30 | Two Sigma Investments | TRIMMED | 186,577 | 132,931 | -$5.9M |
| 2024-06-30 → 2024-09-30 | Millennium Management | ADDED | 383,645 | 703,153 | $52.2M |
| 2024-06-30 → 2024-09-30 | Fisher Asset Management | ADDED | 9,622,200 | 9,694,297 | $119.3M |
| 2024-06-30 → 2024-09-30 | AQR Capital Management | ADDED | 485,606 | 670,338 | $33.0M |
| 2024-06-30 → 2024-09-30 | Adage Capital Partners | ADDED | 103,917 | 107,205 | $1.7M |
| 2024-06-30 → 2024-09-30 | Norges Bank Investment Management | CLOSED | 3,963,560 | 0 | -$548.8M |
| 2024-06-30 → 2024-09-30 | Eminence Capital | ADDED | 920,654 | 1,135,214 | $42.5M |
| 2024-06-30 → 2024-09-30 | Marshall Wace | ADDED | 222,186 | 260,213 | $8.2M |
| 2024-06-30 → 2024-09-30 | Capital Research Global Investors | TRIMMED | 20,290,698 | 17,886,332 | -$131.1M |
| 2024-06-30 → 2024-09-30 | Harris Associates | TRIMMED | 15,180,437 | 14,454,114 | $62.5M |
| 2024-06-30 → 2024-09-30 | Neuberger Berman | ADDED | 282,553 | 572,167 | $46.6M |
| 2024-06-30 → 2024-09-30 | Senator Investment Group | NEW | 0 | 305,483 | $45.7M |
| 2024-06-30 → 2024-09-30 | Suvretta Capital (now Montanova Capital) | NEW | 0 | 235,600 | $35.3M |
| 2024-06-30 → 2024-09-30 | Ancora Advisors | TRIMMED | 89 | 76 | -$0.0M |
| 2024-06-30 → 2024-09-30 | Arrowstreet Capital | TRIMMED | 5,239,265 | 4,512,350 | $674.9M |
| 2024-06-30 → 2024-09-30 | Pzena Investment Management | ADDED | 6,932,548 | 6,939,552 | $79.2M |
| 2024-06-30 → 2024-09-30 | Aristotle Capital Management | TRIMMED | 8,299,675 | 8,204,115 | $79.3M |
| 2024-06-30 → 2024-09-30 | Clearbridge Investments | ADDED | 3,663,439 | 4,082,925 | $104.1M |
| 2024-06-30 → 2024-09-30 | Geode Capital Management | ADDED | 7,860,544 | 8,020,160 | $112.1M |
| 2024-06-30 → 2024-09-30 | Capital World Investors | TRIMMED | 9,872,640 | 7,171,789 | -$292.7M |
| 2024-06-30 → 2024-09-30 | Charles Schwab Investment Management | ADDED | 2,659,458 | 2,687,999 | $34.3M |
| 2024-06-30 → 2024-09-30 | Victory Capital Management | TRIMMED | 435,759 | 200,742 | -$30.3M |
| 2024-06-30 → 2024-09-30 | Junto Capital Management | ADDED | 564,685 | 772,096 | $37.4M |
| 2024-06-30 → 2024-09-30 | Moore Capital Management | TRIMMED | 1,066,223 | 181,546 | -$120.4M |
| 2024-06-30 → 2024-09-30 | Verition Fund Management | TRIMMED | 111,285 | 56,238 | -$7.0M |
| 2024-06-30 → 2024-09-30 | Walleye Capital | ADDED | 178,507 | 186,407 | $3.2M |
| 2024-06-30 → 2024-09-30 | Squarepoint Ops | TRIMMED | 857,544 | 796,881 | $0.6M |
| 2024-06-30 → 2024-09-30 | Schonfeld Strategic Advisors | TRIMMED | 55,536 | 9,686 | -$6.2M |
| 2024-06-30 → 2024-09-30 | Qube Research & Technologies | TRIMMED | 439,259 | 3,000 | -$60.4M |
| 2024-06-30 → 2024-09-30 | Capstone Investment Advisors | TRIMMED | 71,700 | 67,602 | $0.2M |
| 2024-06-30 → 2024-09-30 | Graham Capital Management | NEW | 0 | 8,803 | $1.3M |
| 2024-06-30 → 2024-09-30 | Man Group | ADDED | 114,648 | 226,911 | $18.1M |
| 2024-06-30 → 2024-09-30 | Hudson Bay Capital Management | ADDED | 55,000 | 363,344 | $46.8M |
| 2024-06-30 → 2024-09-30 | 1832 Asset Management | TRIMMED | 19,236 | 15,872 | -$0.3M |
| 2024-03-31 → 2024-06-30 | Berkshire Hathaway | TRIMMED | 12,471,030 | 9,819,052 | -$497.4M |
| 2024-03-31 → 2024-06-30 | Renaissance Technologies | TRIMMED | 430,499 | 179,799 | $24.8M |
| 2024-03-31 → 2024-06-30 | Citadel Advisors | ADDED | 1,251,271 | 1,485,084 | $19.3M |
| 2024-03-31 → 2024-06-30 | Bridgewater Associates | NEW | 0 | 43,832 | $6.1M |
| 2024-03-31 → 2024-06-30 | Duquesne Family Office | CLOSED | 108,495 | 0 | -$0.0M |
| 2024-03-31 → 2024-06-30 | Point72 Asset Management | TRIMMED | 1,756,132 | 483,335 | -$194.6M |
| 2024-03-31 → 2024-06-30 | D. E. Shaw & Co. | TRIMMED | 785,511 | 672,428 | -$23.9M |
| 2024-03-31 → 2024-06-30 | Two Sigma Investments | ADDED | 10,100 | 186,577 | $24.3M |
| 2024-03-31 → 2024-06-30 | Millennium Management | TRIMMED | 1,167,877 | 383,645 | -$120.8M |
| 2024-03-31 → 2024-06-30 | Fisher Asset Management | ADDED | 9,441,612 | 9,622,200 | -$73.6M |
| 2024-03-31 → 2024-06-30 | AQR Capital Management | ADDED | 350,558 | 485,606 | $14.7M |
| 2024-03-31 → 2024-06-30 | Adage Capital Partners | ADDED | 24,834 | 103,917 | $10.7M |
| 2024-03-31 → 2024-06-30 | Norges Bank Investment Management | NEW | 0 | 3,963,560 | $548.8M |
| 2024-03-31 → 2024-06-30 | Eminence Capital | NEW | 0 | 920,654 | $127.5M |
| 2024-03-31 → 2024-06-30 | Marshall Wace | ADDED | 7,259 | 222,186 | $29.7M |
| 2024-03-31 → 2024-06-30 | Capital Research Global Investors | TRIMMED | 21,128,089 | 20,290,698 | -$336.5M |
| 2024-03-31 → 2024-06-30 | Harris Associates | TRIMMED | 16,086,171 | 15,180,437 | -$293.3M |
| 2024-03-31 → 2024-06-30 | Neuberger Berman | TRIMMED | 287,855 | 282,553 | -$3.7M |
| 2024-03-31 → 2024-06-30 | Ancora Advisors | ADDED | 64 | 89 | $0.0M |
| 2024-03-31 → 2024-06-30 | Arrowstreet Capital | TRIMMED | 5,880,715 | 5,239,265 | -$0.2M |
| 2024-03-31 → 2024-06-30 | Pzena Investment Management | TRIMMED | 7,297,565 | 6,932,548 | -$126.7M |
| 2024-03-31 → 2024-06-30 | Aristotle Capital Management | TRIMMED | 8,534,368 | 8,299,675 | -$121.6M |
| 2024-03-31 → 2024-06-30 | Clearbridge Investments | ADDED | 3,473,596 | 3,663,439 | -$10.0M |
| 2024-03-31 → 2024-06-30 | Geode Capital Management | ADDED | 7,595,768 | 7,860,544 | -$41.9M |
| 2024-03-31 → 2024-06-30 | Capital World Investors | TRIMMED | 12,437,565 | 9,872,640 | -$485.4M |
| 2024-03-31 → 2024-06-30 | Charles Schwab Investment Management | ADDED | 2,619,708 | 2,659,458 | -$21.8M |
| 2024-03-31 → 2024-06-30 | Victory Capital Management | ADDED | 432,733 | 435,759 | -$4.1M |
| 2024-03-31 → 2024-06-30 | Junto Capital Management | TRIMMED | 575,887 | 564,685 | -$7.6M |
| 2024-03-31 → 2024-06-30 | Moore Capital Management | ADDED | 317,166 | 1,066,223 | $100.4M |
| 2024-03-31 → 2024-06-30 | Verition Fund Management | ADDED | 2,064 | 111,285 | $15.1M |
| 2024-03-31 → 2024-06-30 | Walleye Capital | TRIMMED | 483,612 | 178,507 | -$47.3M |
| 2024-03-31 → 2024-06-30 | Squarepoint Ops | ADDED | 230,863 | 857,544 | $84.4M |
| 2024-03-31 → 2024-06-30 | Schonfeld Strategic Advisors | TRIMMED | 81,519 | 55,536 | -$4.4M |
| 2024-03-31 → 2024-06-30 | Qube Research & Technologies | ADDED | 411,111 | 439,259 | -$0.4M |
| 2024-03-31 → 2024-06-30 | Capstone Investment Advisors | ADDED | 70,818 | 71,700 | -$0.6M |
| 2024-03-31 → 2024-06-30 | Man Group | TRIMMED | 119,416 | 114,648 | -$1.9M |
| 2024-03-31 → 2024-06-30 | Hudson Bay Capital Management | TRIMMED | 90,000 | 55,000 | -$5.8M |
| 2024-03-31 → 2024-06-30 | 1832 Asset Management | ADDED | 17,031 | 19,236 | $0.1M |
| 2023-12-31 → 2024-03-31 | Renaissance Technologies | ADDED | 198,999 | 430,499 | $0.0M |
| 2023-12-31 → 2024-03-31 | Citadel Advisors | TRIMMED | 1,803,060 | 1,251,271 | -$50.1M |
| 2023-12-31 → 2024-03-31 | Soros Fund Management | CLOSED | 445,000 | 0 | -$58.3M |
| 2023-12-31 → 2024-03-31 | Duquesne Family Office | NEW | 0 | 108,495 | $0.0M |
| 2023-12-31 → 2024-03-31 | Point72 Asset Management | ADDED | 731,099 | 1,756,132 | $165.6M |
| 2023-12-31 → 2024-03-31 | D. E. Shaw & Co. | TRIMMED | 1,066,143 | 785,511 | -$22.8M |
| 2023-12-31 → 2024-03-31 | Two Sigma Investments | TRIMMED | 16,200 | 10,100 | -$0.6M |
| 2023-12-31 → 2024-03-31 | Millennium Management | ADDED | 621,852 | 1,167,877 | $92.3M |
| 2023-12-31 → 2024-03-31 | Fisher Asset Management | TRIMMED | 9,542,868 | 9,441,612 | $154.5M |
| 2023-12-31 → 2024-03-31 | AQR Capital Management | ADDED | 288,952 | 350,558 | $13.9M |
| 2023-12-31 → 2024-03-31 | Adage Capital Partners | TRIMMED | 369,874 | 24,834 | -$44.8M |
| 2023-12-31 → 2024-03-31 | Norges Bank Investment Management | CLOSED | 3,125,616 | 0 | -$409.8M |
| 2023-12-31 → 2024-03-31 | Marshall Wace | TRIMMED | 27,900 | 7,259 | -$2.6M |
| 2023-12-31 → 2024-03-31 | Capital Research Global Investors | ADDED | 12,227,848 | 21,128,089 | $1,542.4M |
| 2023-12-31 → 2024-03-31 | Harris Associates | TRIMMED | 18,943,687 | 16,086,171 | -$88.8M |
| 2023-12-31 → 2024-03-31 | Neuberger Berman | ADDED | 13,521 | 287,855 | $41.1M |
| 2023-12-31 → 2024-03-31 | Ancora Advisors | NEW | 0 | 64 | $0.0M |
| 2023-12-31 → 2024-03-31 | Arrowstreet Capital | ADDED | 3,523,897 | 5,880,715 | $0.4M |
| 2023-12-31 → 2024-03-31 | Pzena Investment Management | TRIMMED | 7,751,043 | 7,297,565 | $70.2M |
| 2023-12-31 → 2024-03-31 | Aristotle Capital Management | TRIMMED | 8,825,779 | 8,534,368 | $113.4M |
| 2023-12-31 → 2024-03-31 | Clearbridge Investments | ADDED | 2,923,931 | 3,473,596 | $133.8M |
| 2023-12-31 → 2024-03-31 | Geode Capital Management | ADDED | 7,316,177 | 7,595,768 | $171.2M |
| 2023-12-31 → 2024-03-31 | Capital World Investors | TRIMMED | 14,991,564 | 12,437,565 | -$113.9M |
| 2023-12-31 → 2024-03-31 | Charles Schwab Investment Management | ADDED | 2,570,380 | 2,619,708 | $53.0M |
| 2023-12-31 → 2024-03-31 | Victory Capital Management | ADDED | 214,045 | 432,733 | $36.4M |
| 2023-12-31 → 2024-03-31 | Junto Capital Management | TRIMMED | 735,375 | 575,887 | -$10.7M |
| 2023-12-31 → 2024-03-31 | Moore Capital Management | ADDED | 152,526 | 317,166 | $27.2M |
| 2023-12-31 → 2024-03-31 | Verition Fund Management | TRIMMED | 2,575 | 2,064 | -$0.0M |
| 2023-12-31 → 2024-03-31 | Walleye Capital | ADDED | 415,200 | 483,612 | $17.6M |
| 2023-12-31 → 2024-03-31 | Squarepoint Ops | TRIMMED | 498,138 | 230,863 | -$30.9M |
| 2023-12-31 → 2024-03-31 | Schonfeld Strategic Advisors | TRIMMED | 112,480 | 81,519 | -$2.6M |
| 2023-12-31 → 2024-03-31 | Qube Research & Technologies | ADDED | 85,667 | 411,111 | $50.0M |
| 2023-12-31 → 2024-03-31 | Capstone Investment Advisors | TRIMMED | 128,116 | 70,818 | -$6.3M |
| 2023-12-31 → 2024-03-31 | Man Group | ADDED | 17,461 | 119,416 | $15.5M |
| 2023-12-31 → 2024-03-31 | Hudson Bay Capital Management | ADDED | 70,000 | 90,000 | $4.2M |
| 2023-12-31 → 2024-03-31 | 1832 Asset Management | TRIMMED | 19,995 | 17,031 | -$0.1M |
| 2023-09-30 → 2023-12-31 | Renaissance Technologies | TRIMMED | 359,899 | 198,999 | -$0.0M |
| 2023-09-30 → 2023-12-31 | Citadel Advisors | TRIMMED | 1,996,054 | 1,803,060 | $42.7M |
| 2023-09-30 → 2023-12-31 | Bridgewater Associates | CLOSED | 13,711 | 0 | -$1.3M |
| 2023-09-30 → 2023-12-31 | Soros Fund Management | NEW | 0 | 445,000 | $58.3M |
| 2023-09-30 → 2023-12-31 | Point72 Asset Management | TRIMMED | 1,186,734 | 731,099 | -$19.3M |
| 2023-09-30 → 2023-12-31 | D. E. Shaw & Co. | ADDED | 1,054,052 | 1,066,143 | $37.5M |
| 2023-09-30 → 2023-12-31 | Millennium Management | ADDED | 350,051 | 621,852 | $47.6M |
| 2023-09-30 → 2023-12-31 | Fisher Asset Management | TRIMMED | 9,587,176 | 9,542,868 | $320.8M |
| 2023-09-30 → 2023-12-31 | AQR Capital Management | TRIMMED | 418,266 | 288,952 | -$2.7M |
| 2023-09-30 → 2023-12-31 | Adage Capital Partners | ADDED | 329,374 | 369,874 | $16.5M |
| 2023-09-30 → 2023-12-31 | Norges Bank Investment Management | NEW | 0 | 3,125,616 | $409.8M |
| 2023-09-30 → 2023-12-31 | Marshall Wace | NEW | 0 | 27,900 | $3.7M |
| 2023-09-30 → 2023-12-31 | Capital Research Global Investors | ADDED | 10,482,303 | 12,227,848 | $586.0M |
| 2023-09-30 → 2023-12-31 | Harris Associates | TRIMMED | 19,408,674 | 18,943,687 | $600.3M |
| 2023-09-30 → 2023-12-31 | Neuberger Berman | ADDED | 12,078 | 13,521 | $0.6M |
| 2023-09-30 → 2023-12-31 | Suvretta Capital (now Montanova Capital) | CLOSED | 181,660 | 0 | -$17.6M |
| 2023-09-30 → 2023-12-31 | Arrowstreet Capital | ADDED | 922,633 | 3,523,897 | $0.4M |
| 2023-09-30 → 2023-12-31 | Pzena Investment Management | ADDED | 7,626,988 | 7,751,043 | $276.1M |
| 2023-09-30 → 2023-12-31 | Aristotle Capital Management | TRIMMED | 9,318,142 | 8,825,779 | $252.9M |
| 2023-09-30 → 2023-12-31 | Clearbridge Investments | TRIMMED | 2,970,479 | 2,923,931 | $95.1M |
| 2023-09-30 → 2023-12-31 | Geode Capital Management | ADDED | 7,150,122 | 7,316,177 | $264.5M |
| 2023-09-30 → 2023-12-31 | Capital World Investors | ADDED | 14,679,868 | 14,991,564 | $541.1M |
| 2023-09-30 → 2023-12-31 | Charles Schwab Investment Management | ADDED | 2,498,413 | 2,570,380 | $94.6M |
| 2023-09-30 → 2023-12-31 | Victory Capital Management | TRIMMED | 254,930 | 214,045 | $3.3M |
| 2023-09-30 → 2023-12-31 | Junto Capital Management | ADDED | 574,798 | 735,375 | $40.6M |
| 2023-09-30 → 2023-12-31 | Moore Capital Management | TRIMMED | 447,920 | 152,526 | -$23.5M |
| 2023-09-30 → 2023-12-31 | Verition Fund Management | TRIMMED | 22,931 | 2,575 | -$1.9M |
| 2023-09-30 → 2023-12-31 | Walleye Capital | TRIMMED | 432,000 | 415,200 | $12.5M |
| 2023-09-30 → 2023-12-31 | Squarepoint Ops | TRIMMED | 562,833 | 498,138 | $10.7M |
| 2023-09-30 → 2023-12-31 | Schonfeld Strategic Advisors | NEW | 0 | 112,480 | $14.7M |
| 2023-09-30 → 2023-12-31 | Qube Research & Technologies | TRIMMED | 145,767 | 85,667 | -$2.9M |
| 2023-09-30 → 2023-12-31 | Capstone Investment Advisors | ADDED | 57,196 | 128,116 | $11.2M |
| 2023-09-30 → 2023-12-31 | Man Group | TRIMMED | 253,474 | 17,461 | -$22.3M |
| 2023-09-30 → 2023-12-31 | Hudson Bay Capital Management | TRIMMED | 120,000 | 70,000 | -$2.5M |
| 2023-09-30 → 2023-12-31 | 1832 Asset Management | TRIMMED | 20,459 | 19,995 | $0.6M |