| 2026-03-31 → 2026-06-30 | Citadel Advisors | ADDED | 4,921,042 | 5,311,550 | $43.3M |
| 2026-03-31 → 2026-06-30 | Bridgewater Associates | ADDED | 91,340 | 148,290 | $2.3M |
| 2026-03-31 → 2026-06-30 | Point72 Asset Management | TRIMMED | 728,182 | 23,700 | -$16.1M |
| 2026-03-31 → 2026-06-30 | D. E. Shaw & Co. | TRIMMED | 378,528 | 113,700 | -$5.4M |
| 2026-03-31 → 2026-06-30 | Two Sigma Investments | TRIMMED | 1,832,419 | 842,861 | -$17.4M |
| 2026-03-31 → 2026-06-30 | Millennium Management | TRIMMED | 768,253 | 36,500 | -$16.7M |
| 2026-03-31 → 2026-06-30 | AQR Capital Management | ADDED | 2,988,907 | 3,396,308 | $30.1M |
| 2026-03-31 → 2026-06-30 | Maverick Capital | CLOSED | 31,602 | 0 | -$0.7M |
| 2026-03-31 → 2026-06-30 | Adage Capital Partners | CLOSED | 106,402 | 0 | -$2.5M |
| 2026-03-31 → 2026-06-30 | Norges Bank Investment Management | NEW | 0 | 2,091,917 | $61.8M |
| 2026-03-31 → 2026-06-30 | HBK Investments | TRIMMED | 1,885,803 | 1,622,245 | $4.4M |
| 2026-03-31 → 2026-06-30 | Marshall Wace | CLOSED | 50,517 | 0 | -$1.2M |
| 2026-03-31 → 2026-06-30 | Neuberger Berman | ADDED | 29,970 | 48,536 | $0.7M |
| 2026-03-31 → 2026-06-30 | Ancora Advisors | TRIMMED | 55,718 | 45,016 | $0.0M |
| 2026-03-31 → 2026-06-30 | Geode Capital Management | ADDED | 3,706,711 | 3,901,488 | $29.7M |
| 2026-03-31 → 2026-06-30 | Charles Schwab Investment Management | ADDED | 1,740,191 | 1,760,633 | $11.8M |
| 2026-03-31 → 2026-06-30 | Victory Capital Management | ADDED | 134,392 | 140,346 | $1.0M |
| 2026-03-31 → 2026-06-30 | Caxton Associates | NEW | 0 | 85,903 | $2.5M |
| 2026-03-31 → 2026-06-30 | Gates Capital Management | ADDED | 2,742,359 | 4,539,927 | $70.8M |
| 2026-03-31 → 2026-06-30 | Verition Fund Management | ADDED | 32,996 | 174,184 | $4.4M |
| 2026-03-31 → 2026-06-30 | Walleye Capital | TRIMMED | 170,596 | 127,500 | -$0.2M |
| 2026-03-31 → 2026-06-30 | Squarepoint Ops | ADDED | 44,994 | 1,649,327 | $47.7M |
| 2026-03-31 → 2026-06-30 | Graham Capital Management | NEW | 0 | 34,725 | $1.0M |
| 2026-03-31 → 2026-06-30 | Man Group | ADDED | 55,825 | 107,829 | $1.9M |
| 2025-12-31 → 2026-03-31 | Citadel Advisors | ADDED | 3,476,231 | 4,921,042 | $44.1M |
| 2025-12-31 → 2026-03-31 | Bridgewater Associates | ADDED | 88,307 | 91,340 | $0.3M |
| 2025-12-31 → 2026-03-31 | Point72 Asset Management | TRIMMED | 979,400 | 728,182 | -$2.8M |
| 2025-12-31 → 2026-03-31 | D. E. Shaw & Co. | TRIMMED | 3,981,541 | 378,528 | -$70.9M |
| 2025-12-31 → 2026-03-31 | Two Sigma Investments | TRIMMED | 2,558,587 | 1,832,419 | -$8.9M |
| 2025-12-31 → 2026-03-31 | Millennium Management | TRIMMED | 823,735 | 768,253 | $1.3M |
| 2025-12-31 → 2026-03-31 | AQR Capital Management | ADDED | 1,449,947 | 2,988,907 | $39.3M |
| 2025-12-31 → 2026-03-31 | Maverick Capital | TRIMMED | 248,591 | 31,602 | -$4.2M |
| 2025-12-31 → 2026-03-31 | Adage Capital Partners | TRIMMED | 206,402 | 106,402 | -$1.7M |
| 2025-12-31 → 2026-03-31 | Norges Bank Investment Management | CLOSED | 2,856,916 | 0 | -$57.1M |
| 2025-12-31 → 2026-03-31 | HBK Investments | TRIMMED | 1,970,104 | 1,885,803 | $4.1M |
| 2025-12-31 → 2026-03-31 | Marshall Wace | NEW | 0 | 50,517 | $1.2M |
| 2025-12-31 → 2026-03-31 | Neuberger Berman | ADDED | 25,114 | 29,970 | $0.2M |
| 2025-12-31 → 2026-03-31 | Ancora Advisors | ADDED | 44,308 | 55,718 | $0.4M |
| 2025-12-31 → 2026-03-31 | Geode Capital Management | ADDED | 3,689,187 | 3,706,711 | $11.8M |
| 2025-12-31 → 2026-03-31 | Charles Schwab Investment Management | ADDED | 1,627,230 | 1,740,191 | $7.6M |
| 2025-12-31 → 2026-03-31 | Victory Capital Management | ADDED | 37,972 | 134,392 | $2.3M |
| 2025-12-31 → 2026-03-31 | Wexford Capital | CLOSED | 2,000 | 0 | -$0.0M |
| 2025-12-31 → 2026-03-31 | Gates Capital Management | NEW | 0 | 2,742,359 | $63.3M |
| 2025-12-31 → 2026-03-31 | Verition Fund Management | TRIMMED | 215,676 | 32,996 | -$3.6M |
| 2025-12-31 → 2026-03-31 | Walleye Capital | ADDED | 56,400 | 170,596 | $2.8M |
| 2025-12-31 → 2026-03-31 | Squarepoint Ops | NEW | 0 | 44,994 | $1.0M |
| 2025-12-31 → 2026-03-31 | Qube Research & Technologies | CLOSED | 105,231 | 0 | -$2.1M |
| 2025-12-31 → 2026-03-31 | Capstone Investment Advisors | CLOSED | 84,210 | 0 | -$1.7M |
| 2025-12-31 → 2026-03-31 | Man Group | NEW | 0 | 55,825 | $1.3M |
| 2025-09-30 → 2025-12-31 | Citadel Advisors | TRIMMED | 4,563,160 | 3,476,231 | -$36.7M |
| 2025-09-30 → 2025-12-31 | Bridgewater Associates | TRIMMED | 226,993 | 88,307 | -$3.5M |
| 2025-09-30 → 2025-12-31 | Point72 Asset Management | TRIMMED | 1,377,251 | 979,400 | -$12.5M |
| 2025-09-30 → 2025-12-31 | D. E. Shaw & Co. | TRIMMED | 4,011,601 | 3,981,541 | -$13.8M |
| 2025-09-30 → 2025-12-31 | Two Sigma Investments | ADDED | 1,933,521 | 2,558,587 | $6.2M |
| 2025-09-30 → 2025-12-31 | Millennium Management | TRIMMED | 888,951 | 823,735 | -$4.2M |
| 2025-09-30 → 2025-12-31 | AQR Capital Management | TRIMMED | 2,782,381 | 1,449,947 | -$34.4M |
| 2025-09-30 → 2025-12-31 | Maverick Capital | ADDED | 150,253 | 248,591 | $1.5M |
| 2025-09-30 → 2025-12-31 | Adage Capital Partners | TRIMMED | 256,402 | 206,402 | -$1.8M |
| 2025-09-30 → 2025-12-31 | Norges Bank Investment Management | NEW | 0 | 2,856,916 | $57.1M |
| 2025-09-30 → 2025-12-31 | HBK Investments | ADDED | 1,035,200 | 1,970,104 | $15.3M |
| 2025-09-30 → 2025-12-31 | Marshall Wace | CLOSED | 125,758 | 0 | -$2.9M |
| 2025-09-30 → 2025-12-31 | Neuberger Berman | TRIMMED | 28,054 | 25,114 | -$0.2M |
| 2025-09-30 → 2025-12-31 | Ancora Advisors | TRIMMED | 61,064 | 44,308 | -$0.5M |
| 2025-09-30 → 2025-12-31 | Geode Capital Management | TRIMMED | 3,856,254 | 3,689,187 | -$16.0M |
| 2025-09-30 → 2025-12-31 | Charles Schwab Investment Management | ADDED | 1,475,288 | 1,627,230 | -$1.8M |
| 2025-09-30 → 2025-12-31 | Victory Capital Management | TRIMMED | 38,006 | 37,972 | -$0.1M |
| 2025-09-30 → 2025-12-31 | Wexford Capital | NEW | 0 | 2,000 | $0.0M |
| 2025-09-30 → 2025-12-31 | Verition Fund Management | TRIMMED | 264,771 | 215,676 | -$1.9M |
| 2025-09-30 → 2025-12-31 | Walleye Capital | TRIMMED | 140,846 | 56,400 | -$2.2M |
| 2025-09-30 → 2025-12-31 | Squarepoint Ops | CLOSED | 22,900 | 0 | -$0.5M |
| 2025-09-30 → 2025-12-31 | Schonfeld Strategic Advisors | CLOSED | 183,237 | 0 | -$4.3M |
| 2025-09-30 → 2025-12-31 | Qube Research & Technologies | ADDED | 41,500 | 105,231 | $1.1M |
| 2025-09-30 → 2025-12-31 | Capstone Investment Advisors | ADDED | 25,127 | 84,210 | $1.1M |
| 2025-09-30 → 2025-12-31 | Graham Capital Management | CLOSED | 36,513 | 0 | -$0.8M |
| 2025-09-30 → 2025-12-31 | Man Group | CLOSED | 97,655 | 0 | -$2.3M |
| 2025-06-30 → 2025-09-30 | Berkshire Hathaway | ADDED | 119,776,692 | 124,807,117 | $153.6M |
| 2025-06-30 → 2025-09-30 | Citadel Advisors | ADDED | 3,039,613 | 4,563,160 | $36.4M |
| 2025-06-30 → 2025-09-30 | Bridgewater Associates | NEW | 0 | 226,993 | $5.3M |
| 2025-06-30 → 2025-09-30 | Point72 Asset Management | TRIMMED | 4,195,286 | 1,377,251 | -$64.3M |
| 2025-06-30 → 2025-09-30 | D. E. Shaw & Co. | TRIMMED | 4,543,311 | 4,011,601 | -$11.0M |
| 2025-06-30 → 2025-09-30 | Two Sigma Investments | ADDED | 522,558 | 1,933,521 | $33.0M |
| 2025-06-30 → 2025-09-30 | Millennium Management | TRIMMED | 2,593,071 | 888,951 | -$38.9M |
| 2025-06-30 → 2025-09-30 | AQR Capital Management | TRIMMED | 5,191,440 | 2,782,381 | -$53.9M |
| 2025-06-30 → 2025-09-30 | Maverick Capital | NEW | 0 | 150,253 | $3.5M |
| 2025-06-30 → 2025-09-30 | Adage Capital Partners | TRIMMED | 531,402 | 256,402 | -$6.2M |
| 2025-06-30 → 2025-09-30 | Norges Bank Investment Management | CLOSED | 1,878,630 | 0 | -$43.2M |
| 2025-06-30 → 2025-09-30 | HBK Investments | TRIMMED | 1,095,504 | 1,035,200 | -$1.1M |
| 2025-06-30 → 2025-09-30 | Marshall Wace | ADDED | 28,937 | 125,758 | $2.3M |
| 2025-06-30 → 2025-09-30 | Neuberger Berman | TRIMMED | 33,462 | 28,054 | -$0.1M |
| 2025-06-30 → 2025-09-30 | Ancora Advisors | ADDED | 39,764 | 61,064 | $0.5M |
| 2025-06-30 → 2025-09-30 | Geode Capital Management | TRIMMED | 3,942,171 | 3,856,254 | -$0.8M |
| 2025-06-30 → 2025-09-30 | Loomis Sayles | CLOSED | 82 | 0 | -$0.0M |
| 2025-06-30 → 2025-09-30 | Charles Schwab Investment Management | TRIMMED | 1,601,575 | 1,475,288 | -$2.5M |
| 2025-06-30 → 2025-09-30 | Victory Capital Management | ADDED | 36,849 | 38,006 | $0.0M |
| 2025-06-30 → 2025-09-30 | Verition Fund Management | TRIMMED | 312,960 | 264,771 | -$1.0M |
| 2025-06-30 → 2025-09-30 | Walleye Capital | TRIMMED | 286,600 | 140,846 | -$3.3M |
| 2025-06-30 → 2025-09-30 | Squarepoint Ops | TRIMMED | 48,674 | 22,900 | -$0.6M |
| 2025-06-30 → 2025-09-30 | Schonfeld Strategic Advisors | ADDED | 90,629 | 183,237 | $2.2M |
| 2025-06-30 → 2025-09-30 | Capstone Investment Advisors | ADDED | 12,000 | 25,127 | $0.3M |
| 2025-06-30 → 2025-09-30 | Graham Capital Management | NEW | 0 | 36,513 | $0.8M |
| 2025-06-30 → 2025-09-30 | Man Group | TRIMMED | 857,984 | 97,655 | -$17.4M |
| 2025-03-31 → 2025-06-30 | Citadel Advisors | TRIMMED | 4,268,150 | 3,039,613 | -$26.4M |
| 2025-03-31 → 2025-06-30 | Point72 Asset Management | NEW | 0 | 4,195,286 | $96.4M |
| 2025-03-31 → 2025-06-30 | D. E. Shaw & Co. | TRIMMED | 5,096,001 | 4,543,311 | -$10.5M |
| 2025-03-31 → 2025-06-30 | Two Sigma Investments | TRIMMED | 1,294,484 | 522,558 | -$17.2M |
| 2025-03-31 → 2025-06-30 | Millennium Management | ADDED | 1,403,161 | 2,593,071 | $27.9M |
| 2025-03-31 → 2025-06-30 | AQR Capital Management | ADDED | 1,957,518 | 5,191,440 | $73.6M |
| 2025-03-31 → 2025-06-30 | Norges Bank Investment Management | NEW | 0 | 1,878,630 | $43.2M |
| 2025-03-31 → 2025-06-30 | HBK Investments | ADDED | 834,185 | 1,095,504 | $6.4M |
| 2025-03-31 → 2025-06-30 | Marshall Wace | NEW | 0 | 28,937 | $0.7M |
| 2025-03-31 → 2025-06-30 | Neuberger Berman | TRIMMED | 47,084 | 33,462 | -$0.3M |
| 2025-03-31 → 2025-06-30 | Ancora Advisors | TRIMMED | 59,345 | 39,764 | -$0.4M |
| 2025-03-31 → 2025-06-30 | Arrowstreet Capital | CLOSED | 736,453 | 0 | -$16.6M |
| 2025-03-31 → 2025-06-30 | Geode Capital Management | TRIMMED | 4,032,223 | 3,942,171 | -$0.4M |
| 2025-03-31 → 2025-06-30 | Charles Schwab Investment Management | ADDED | 1,572,983 | 1,601,575 | $1.3M |
| 2025-03-31 → 2025-06-30 | Victory Capital Management | TRIMMED | 37,386 | 36,849 | $0.0M |
| 2025-03-31 → 2025-06-30 | Verition Fund Management | TRIMMED | 376,912 | 312,960 | -$1.3M |
| 2025-03-31 → 2025-06-30 | Walleye Capital | ADDED | 272,380 | 286,600 | $0.4M |
| 2025-03-31 → 2025-06-30 | Squarepoint Ops | TRIMMED | 160,247 | 48,674 | -$2.5M |
| 2025-03-31 → 2025-06-30 | Schonfeld Strategic Advisors | ADDED | 80,010 | 90,629 | $0.3M |
| 2024-12-31 → 2025-06-30 | Qube Research & Technologies | NEW | 0 | 41,500 | $1.0M |
| 2025-03-31 → 2025-06-30 | Capstone Investment Advisors | NEW | 0 | 12,000 | $0.3M |
| 2025-03-31 → 2025-06-30 | Man Group | NEW | 0 | 857,984 | $19.7M |
| 2025-03-31 → 2025-06-30 | Hudson Bay Capital Management | CLOSED | 75,000 | 0 | -$1.7M |
| 2024-12-31 → 2025-03-31 | Berkshire Hathaway | ADDED | 117,468,573 | 119,776,692 | $22.1M |
| 2024-12-31 → 2025-03-31 | Citadel Advisors | TRIMMED | 4,839,890 | 4,268,150 | -$14.1M |
| 2024-12-31 → 2025-03-31 | Point72 Asset Management | CLOSED | 16,802 | 0 | -$0.4M |
| 2024-12-31 → 2025-03-31 | D. E. Shaw & Co. | ADDED | 3,720,086 | 5,096,001 | $30.1M |
| 2024-12-31 → 2025-03-31 | Two Sigma Investments | ADDED | 29,383 | 1,294,484 | $28.5M |
| 2024-12-31 → 2025-03-31 | Millennium Management | ADDED | 1,271,959 | 1,403,161 | $2.6M |
| 2024-12-31 → 2025-03-31 | AQR Capital Management | ADDED | 631,648 | 1,957,518 | $29.4M |
| 2024-12-31 → 2025-03-31 | Adage Capital Partners | TRIMMED | 650,722 | 531,402 | -$2.9M |
| 2024-12-31 → 2025-03-31 | Norges Bank Investment Management | CLOSED | 1,239,874 | 0 | -$28.3M |
| 2024-12-31 → 2025-03-31 | HBK Investments | TRIMMED | 1,644,766 | 834,185 | -$18.7M |
| 2024-12-31 → 2025-03-31 | Neuberger Berman | ADDED | 33,736 | 47,084 | $0.3M |
| 2024-12-31 → 2025-03-31 | Ancora Advisors | ADDED | 45,745 | 59,345 | $0.3M |
| 2024-12-31 → 2025-03-31 | Impactive Capital | CLOSED | 3,487,601 | 0 | -$79.5M |
| 2024-12-31 → 2025-03-31 | Arrowstreet Capital | NEW | 0 | 736,453 | $16.6M |
| 2024-12-31 → 2025-03-31 | Geode Capital Management | ADDED | 3,914,785 | 4,032,223 | $1.7M |
| 2024-12-31 → 2025-03-31 | Loomis Sayles | TRIMMED | 34,719 | 82 | -$0.0M |
| 2024-12-31 → 2025-03-31 | Charles Schwab Investment Management | TRIMMED | 1,577,572 | 1,572,983 | -$0.5M |
| 2024-12-31 → 2025-03-31 | Victory Capital Management | TRIMMED | 41,480 | 37,386 | -$0.1M |
| 2024-12-31 → 2025-03-31 | Verition Fund Management | ADDED | 210,887 | 376,912 | $3.7M |
| 2024-12-31 → 2025-03-31 | Walleye Capital | TRIMMED | 552,798 | 272,380 | -$1.5M |
| 2024-12-31 → 2025-03-31 | Squarepoint Ops | TRIMMED | 449,494 | 160,247 | -$6.6M |
| 2024-12-31 → 2025-03-31 | Schonfeld Strategic Advisors | NEW | 0 | 80,010 | $1.8M |
| 2024-12-31 → 2025-03-31 | Capstone Investment Advisors | CLOSED | 11,624 | 0 | -$0.3M |
| 2024-12-31 → 2025-03-31 | Man Group | CLOSED | 182,331 | 0 | -$4.2M |
| 2024-09-30 → 2024-12-31 | Berkshire Hathaway | ADDED | 105,155,029 | 117,468,573 | $191.4M |
| 2024-09-30 → 2024-12-31 | Citadel Advisors | TRIMMED | 6,492,506 | 4,839,890 | -$43.2M |
| 2024-09-30 → 2024-12-31 | Point72 Asset Management | NEW | 0 | 16,802 | $0.4M |
| 2024-09-30 → 2024-12-31 | D. E. Shaw & Co. | ADDED | 225,423 | 3,720,086 | $79.5M |
| 2024-09-30 → 2024-12-31 | Two Sigma Investments | NEW | 0 | 29,383 | $0.7M |
| 2024-09-30 → 2024-12-31 | Millennium Management | TRIMMED | 1,383,142 | 1,271,959 | -$0.2M |
| 2024-09-30 → 2024-12-31 | AQR Capital Management | ADDED | 391,701 | 631,648 | $5.1M |
| 2024-09-30 → 2024-12-31 | Maverick Capital | CLOSED | 47,926 | 0 | -$1.1M |
| 2024-09-30 → 2024-12-31 | Adage Capital Partners | TRIMMED | 1,250,722 | 650,722 | -$14.7M |
| 2024-09-30 → 2024-12-31 | Norges Bank Investment Management | NEW | 0 | 1,239,874 | $28.3M |
| 2024-09-30 → 2024-12-31 | HBK Investments | ADDED | 869,971 | 1,644,766 | $16.9M |
| 2024-09-30 → 2024-12-31 | Marshall Wace | CLOSED | 1,879,156 | 0 | -$44.4M |
| 2024-09-30 → 2024-12-31 | Neuberger Berman | TRIMMED | 34,363 | 33,736 | -$0.0M |
| 2024-09-30 → 2024-12-31 | Ancora Advisors | TRIMMED | 96,233 | 45,745 | -$1.2M |
| 2024-09-30 → 2024-12-31 | Impactive Capital | NEW | 0 | 3,487,601 | $79.5M |
| 2024-09-30 → 2024-12-31 | Arrowstreet Capital | CLOSED | 1,516,339 | 0 | -$35.9M |
| 2024-09-30 → 2024-12-31 | Geode Capital Management | ADDED | 3,760,020 | 3,914,785 | $0.3M |
| 2024-09-30 → 2024-12-31 | Loomis Sayles | TRIMMED | 438,748 | 34,719 | -$0.0M |
| 2024-09-30 → 2024-12-31 | Charles Schwab Investment Management | TRIMMED | 1,677,132 | 1,577,572 | -$3.7M |
| 2024-09-30 → 2024-12-31 | Victory Capital Management | NEW | 0 | 41,480 | $0.9M |
| 2024-09-30 → 2024-12-31 | Verition Fund Management | TRIMMED | 1,073,993 | 210,887 | -$20.6M |
| 2024-09-30 → 2024-12-31 | Walleye Capital | TRIMMED | 1,652,568 | 552,798 | -$31.4M |
| 2024-09-30 → 2024-12-31 | Squarepoint Ops | ADDED | 35,373 | 449,494 | $9.4M |
| 2024-09-30 → 2024-12-31 | Qube Research & Technologies | CLOSED | 33,681 | 0 | -$0.8M |
| 2024-09-30 → 2024-12-31 | Capstone Investment Advisors | ADDED | 9,964 | 11,624 | $0.0M |
| 2024-09-30 → 2024-12-31 | Man Group | ADDED | 16,532 | 182,331 | $3.8M |
| 2024-09-30 → 2024-12-31 | Hudson Bay Capital Management | TRIMMED | 752,997 | 75,000 | -$16.1M |
| 2024-06-30 → 2024-09-30 | Berkshire Hathaway | TRIMMED | 132,878,213 | 105,155,029 | $2,110.9M |
| 2024-06-30 → 2024-09-30 | Citadel Advisors | ADDED | 1,152,200 | 6,492,506 | $150.3M |
| 2024-06-30 → 2024-09-30 | Point72 Asset Management | CLOSED | 4,543,600 | 0 | -$12.9M |
| 2024-06-30 → 2024-09-30 | D. E. Shaw & Co. | TRIMMED | 10,841,779 | 225,423 | -$25.4M |
| 2024-06-30 → 2024-09-30 | Two Sigma Investments | CLOSED | 1,933,120 | 0 | -$5.5M |
| 2024-06-30 → 2024-09-30 | Millennium Management | TRIMMED | 20,798,076 | 1,383,142 | -$29.7M |
| 2024-06-30 → 2024-09-30 | Fisher Asset Management | CLOSED | 12,236 | 0 | -$0.0M |
| 2024-06-30 → 2024-09-30 | AQR Capital Management | TRIMMED | 3,866,444 | 391,701 | -$1.5M |
| 2024-06-30 → 2024-09-30 | Maverick Capital | NEW | 0 | 47,926 | $1.1M |
| 2024-06-30 → 2024-09-30 | Adage Capital Partners | NEW | 0 | 1,250,722 | $29.6M |
| 2024-06-30 → 2024-09-30 | Norges Bank Investment Management | CLOSED | 1,008,001 | 0 | -$2.9M |
| 2024-06-30 → 2024-09-30 | HBK Investments | TRIMMED | 2,416,314 | 869,971 | $13.7M |
| 2024-06-30 → 2024-09-30 | Marshall Wace | ADDED | 1,277,861 | 1,879,156 | $40.8M |
| 2024-06-30 → 2024-09-30 | Neuberger Berman | ADDED | 21,693 | 34,363 | $0.8M |
| 2024-06-30 → 2024-09-30 | Ancora Advisors | NEW | 0 | 96,233 | $2.3M |
| 2024-06-30 → 2024-09-30 | Arrowstreet Capital | NEW | 0 | 1,516,339 | $35.9M |
| 2024-06-30 → 2024-09-30 | Geode Capital Management | TRIMMED | 13,960,660 | 3,760,020 | $49.4M |
| 2024-06-30 → 2024-09-30 | Loomis Sayles | NEW | 0 | 438,748 | $0.0M |
| 2024-06-30 → 2024-09-30 | Charles Schwab Investment Management | TRIMMED | 5,556,545 | 1,677,132 | $23.9M |
| 2024-06-30 → 2024-09-30 | Victory Capital Management | CLOSED | 10,952 | 0 | -$0.0M |
| 2024-06-30 → 2024-09-30 | Verition Fund Management | ADDED | 743,138 | 1,073,993 | $23.3M |
| 2024-06-30 → 2024-09-30 | Walleye Capital | TRIMMED | 2,018,300 | 1,652,568 | $33.4M |
| 2024-06-30 → 2024-09-30 | Squarepoint Ops | TRIMMED | 1,578,299 | 35,373 | -$3.6M |
| 2024-06-30 → 2024-09-30 | Schonfeld Strategic Advisors | CLOSED | 452,609 | 0 | -$1.3M |
| 2024-06-30 → 2024-09-30 | Qube Research & Technologies | NEW | 0 | 33,681 | $0.8M |
| 2024-06-30 → 2024-09-30 | Capstone Investment Advisors | TRIMMED | 326,955 | 9,964 | -$0.7M |
| 2024-06-30 → 2024-09-30 | Man Group | TRIMMED | 193,793 | 16,532 | -$0.2M |
| 2024-06-30 → 2024-09-30 | Hudson Bay Capital Management | ADDED | 676,320 | 752,997 | $15.9M |
| 2024-06-30 → 2024-09-30 | 1832 Asset Management | CLOSED | 1,979 | 0 | -$0.0M |
| 2024-03-31 → 2024-06-30 | Berkshire Hathaway | ADDED | 36,681,912 | 132,878,213 | $233.7M |
| 2024-03-31 → 2024-06-30 | Citadel Advisors | TRIMMED | 1,333,796 | 1,152,200 | -$1.9M |
| 2024-03-31 → 2024-06-30 | Point72 Asset Management | NEW | 0 | 4,543,600 | $12.9M |
| 2024-03-31 → 2024-06-30 | D. E. Shaw & Co. | ADDED | 3,703,509 | 10,841,779 | $16.3M |
| 2024-03-31 → 2024-06-30 | Two Sigma Investments | ADDED | 210,828 | 1,933,120 | $4.7M |
| 2024-03-31 → 2024-06-30 | Millennium Management | ADDED | 7,556,670 | 20,798,076 | $29.5M |
| 2024-03-31 → 2024-06-30 | Fisher Asset Management | TRIMMED | 21,461 | 12,236 | -$0.0M |
| 2024-03-31 → 2024-06-30 | AQR Capital Management | ADDED | 3,375,683 | 3,866,444 | -$2.3M |
| 2024-03-31 → 2024-06-30 | Norges Bank Investment Management | NEW | 0 | 1,008,001 | $2.9M |
| 2024-03-31 → 2024-06-30 | HBK Investments | ADDED | 2,227,800 | 2,416,314 | -$1.8M |
| 2024-03-31 → 2024-06-30 | Marshall Wace | NEW | 0 | 1,277,861 | $3.6M |
| 2024-03-31 → 2024-06-30 | Neuberger Berman | TRIMMED | 43,756 | 21,693 | -$0.1M |
| 2024-03-31 → 2024-06-30 | Arrowstreet Capital | CLOSED | 2,424,720 | 0 | -$0.0M |
| 2024-03-31 → 2024-06-30 | Geode Capital Management | TRIMMED | 14,198,512 | 13,960,660 | -$15.5M |
| 2024-03-31 → 2024-06-30 | Charles Schwab Investment Management | ADDED | 5,048,134 | 5,556,545 | -$3.9M |
| 2024-03-31 → 2024-06-30 | Victory Capital Management | TRIMMED | 2,254,844 | 10,952 | -$8.7M |
| 2024-03-31 → 2024-06-30 | Verition Fund Management | ADDED | 375,581 | 743,138 | $0.6M |
| 2024-03-31 → 2024-06-30 | Walleye Capital | TRIMMED | 2,043,500 | 2,018,300 | -$2.2M |
| 2024-03-31 → 2024-06-30 | Squarepoint Ops | ADDED | 659,632 | 1,578,299 | $1.9M |
| 2024-03-31 → 2024-06-30 | Schonfeld Strategic Advisors | ADDED | 282,502 | 452,609 | $0.2M |
| 2024-03-31 → 2024-06-30 | Qube Research & Technologies | CLOSED | 261,220 | 0 | -$1.0M |
| 2024-03-31 → 2024-06-30 | Capstone Investment Advisors | NEW | 0 | 326,955 | $0.9M |
| 2024-03-31 → 2024-06-30 | Man Group | NEW | 0 | 193,793 | $0.5M |
| 2024-03-31 → 2024-06-30 | Hudson Bay Capital Management | ADDED | 318,822 | 676,320 | $0.7M |
| 2023-12-31 → 2024-03-31 | Berkshire Hathaway | TRIMMED | 40,243,058 | 36,681,912 | -$77.8M |
| 2023-12-31 → 2024-03-31 | Citadel Advisors | TRIMMED | 2,061,716 | 1,333,796 | -$6.1M |
| 2023-12-31 → 2024-03-31 | Bridgewater Associates | CLOSED | 743,364 | 0 | -$4.1M |
| 2023-12-31 → 2024-03-31 | D. E. Shaw & Co. | ADDED | 3,488,749 | 3,703,509 | -$4.7M |
| 2023-12-31 → 2024-03-31 | Two Sigma Investments | TRIMMED | 222,400 | 210,828 | -$0.4M |
| 2023-12-31 → 2024-03-31 | Millennium Management | ADDED | 5,976,431 | 7,556,670 | -$3.4M |
| 2023-12-31 → 2024-03-31 | Fisher Asset Management | ADDED | 14,048 | 21,461 | $0.0M |
| 2023-12-31 → 2024-03-31 | AQR Capital Management | TRIMMED | 6,438,425 | 3,375,683 | -$22.1M |
| 2023-12-31 → 2024-03-31 | Maverick Capital | CLOSED | 71,093 | 0 | -$0.4M |
| 2023-12-31 → 2024-03-31 | Norges Bank Investment Management | CLOSED | 635,299 | 0 | -$3.5M |
| 2023-12-31 → 2024-03-31 | HBK Investments | ADDED | 750,000 | 2,227,800 | $4.5M |
| 2023-12-31 → 2024-03-31 | Sculptor Capital | CLOSED | 1,262,000 | 0 | -$6.9M |
| 2023-12-31 → 2024-03-31 | Neuberger Berman | TRIMMED | 45,145 | 43,756 | -$0.1M |
| 2023-12-31 → 2024-03-31 | Arrowstreet Capital | TRIMMED | 7,190,704 | 2,424,720 | -$0.0M |
| 2023-12-31 → 2024-03-31 | Geode Capital Management | ADDED | 12,816,595 | 14,198,512 | -$15.0M |
| 2023-12-31 → 2024-03-31 | Charles Schwab Investment Management | ADDED | 4,957,960 | 5,048,134 | -$7.5M |
| 2023-12-31 → 2024-03-31 | Victory Capital Management | ADDED | 2,252,223 | 2,254,844 | -$3.6M |
| 2023-12-31 → 2024-03-31 | Verition Fund Management | ADDED | 263,102 | 375,581 | $0.0M |
| 2023-12-31 → 2024-03-31 | Walleye Capital | ADDED | 594,200 | 2,043,500 | $4.7M |
| 2023-12-31 → 2024-03-31 | Squarepoint Ops | ADDED | 635,603 | 659,632 | -$0.9M |
| 2023-12-31 → 2024-03-31 | Schonfeld Strategic Advisors | ADDED | 50,001 | 282,502 | $0.8M |
| 2023-12-31 → 2024-03-31 | Qube Research & Technologies | NEW | 0 | 261,220 | $1.0M |
| 2023-12-31 → 2024-03-31 | Capstone Investment Advisors | CLOSED | 28,642 | 0 | -$0.2M |
| 2023-12-31 → 2024-03-31 | Hudson Bay Capital Management | NEW | 0 | 318,822 | $1.2M |
| 2023-09-30 → 2023-12-31 | Berkshire Hathaway | ADDED | 9,683,224 | 40,243,058 | $176.4M |
| 2023-09-30 → 2023-12-31 | Citadel Advisors | TRIMMED | 3,055,367 | 2,061,716 | -$2.5M |
| 2023-09-30 → 2023-12-31 | Bridgewater Associates | NEW | 0 | 743,364 | $4.1M |
| 2023-09-30 → 2023-12-31 | Point72 Asset Management | CLOSED | 2,221,800 | 0 | -$10.0M |
| 2023-09-30 → 2023-12-31 | D. E. Shaw & Co. | ADDED | 123,979 | 3,488,749 | $18.5M |
| 2023-09-30 → 2023-12-31 | Two Sigma Investments | NEW | 0 | 222,400 | $1.2M |
| 2023-09-30 → 2023-12-31 | Millennium Management | ADDED | 4,692,301 | 5,976,431 | $11.5M |
| 2023-09-30 → 2023-12-31 | Fisher Asset Management | TRIMMED | 14,715 | 14,048 | $0.0M |
| 2023-09-30 → 2023-12-31 | AQR Capital Management | TRIMMED | 14,641,104 | 6,438,425 | -$31.0M |
| 2023-09-30 → 2023-12-31 | Maverick Capital | ADDED | 31,697 | 71,093 | $0.2M |
| 2023-09-30 → 2023-12-31 | Norges Bank Investment Management | NEW | 0 | 635,299 | $3.5M |
| 2023-09-30 → 2023-12-31 | HBK Investments | NEW | 0 | 750,000 | $4.1M |
| 2023-09-30 → 2023-12-31 | Sculptor Capital | TRIMMED | 2,168,200 | 1,262,000 | -$2.9M |
| 2023-09-30 → 2023-12-31 | Neuberger Berman | TRIMMED | 54,927 | 45,145 | -$0.0M |
| 2023-09-30 → 2023-12-31 | Arrowstreet Capital | ADDED | 3,159,646 | 7,190,704 | $0.0M |
| 2023-09-30 → 2023-12-31 | Geode Capital Management | ADDED | 12,505,030 | 12,816,595 | $13.6M |
| 2023-09-30 → 2023-12-31 | Charles Schwab Investment Management | ADDED | 4,739,749 | 4,957,960 | $5.7M |
| 2023-09-30 → 2023-12-31 | Victory Capital Management | TRIMMED | 2,915,788 | 2,252,223 | -$0.9M |
| 2023-09-30 → 2023-12-31 | Cadian Capital Management | CLOSED | 1,975,390 | 0 | -$8.9M |
| 2023-09-30 → 2023-12-31 | Verition Fund Management | TRIMMED | 721,600 | 263,102 | -$1.8M |
| 2023-09-30 → 2023-12-31 | Walleye Capital | TRIMMED | 3,385,600 | 594,200 | -$12.1M |
| 2023-09-30 → 2023-12-31 | Squarepoint Ops | TRIMMED | 1,067,500 | 635,603 | -$1.3M |
| 2023-09-30 → 2023-12-31 | Schonfeld Strategic Advisors | NEW | 0 | 50,001 | $0.3M |
| 2023-09-30 → 2023-12-31 | Capstone Investment Advisors | NEW | 0 | 28,642 | $0.2M |