BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

4,075 hedge funds and large institutions have $392B invested in Berkshire Hathaway Class B in 2024 Q3 according to their latest regulatory filings, with 206 funds opening new positions, 1,618 increasing their positions, 1,607 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,075
Holders Change
+73
Holders Change %
+1.82%
% of All Funds
58.95%
Holding in Top 10
700
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+5.26%
% of All Funds
10.13%
New
206
Increased
1,618
Reduced
1,607
Closed
86
Calls
$10.5B
Puts
$6.2B
Net Calls
+$4.34B
Net Calls Change
+$574M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.46B
2
BlackRock
BlackRock
New York
$50.6B
3
Vanguard Group
Vanguard Group
Pennsylvania
$67.4B
4
Morgan Stanley
Morgan Stanley
New York
$12.2B
5
State Street
State Street
Massachusetts
$32.4B

Top Sellers

1
ECM
English Capital Management
Michigan
$4.15M
2
Boston Partners
Boston Partners
Massachusetts
$8.28M
3
Gates Foundation Trust
Gates Foundation Trust
Washington
$10.2B
4
SWM
Scissortail Wealth Management
Oklahoma
$2.5M
5
Jane Street
Jane Street
New York
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Evercore Wealth Management
New York
$130M -$2.19M -4,762 -2%
BFS
227
Bradley Foster & Sargent
Connecticut
$129M +$1.13M +2,455 +0.9%
MAM
228
Meeder Asset Management
Ohio
$128M -$13.6M -29,443 -10%
WJWM
229
Williams Jones Wealth Management
New York
$127M +$426K +925 +0.3%
TIAA Trust, National Association
230
TIAA Trust, National Association
North Carolina
$125M +$18.9K +41 +0%
Barrow, Hanley, Mewhinney & Strauss
231
Barrow, Hanley, Mewhinney & Strauss
Texas
$125M -$5.23M -11,355 -4%
DADC
232
D.A. Davidson & Co
Montana
$124M +$869K +1,887 +0.7%
SOADOR
233
State of Alaska Department of Revenue
Alaska
$124M -$15.7M -34,191 -11%
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$123M -$3.71M -8,060 -3%
MML Investors Services
235
MML Investors Services
Massachusetts
$122M +$10.2M +22,105 +9%
CIBC Asset Management
236
CIBC Asset Management
Ontario, Canada
$122M +$10.2M +22,172 +9%
Calamos Advisors
237
Calamos Advisors
Illinois
$122M -$2.99M -6,490 -2%
KBC Group
238
KBC Group
Belgium
$121M +$71.7M +155,724 +146%
HNB
239
Huntington National Bank
Ohio
$121M +$3.91M +8,495 +3%
NHC
240
Nicholas Hoffman & Company
Georgia
$120M +$4.42M +9,595 +4%
Zurich Cantonal Bank
241
Zurich Cantonal Bank
Switzerland
$120M +$4.95M +10,764 +4%
II
242
IFM Investors
Australia
$119M -$86.1K -187 -0.1%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$119M +$2.76K +6 +0%
LODC
244
Lanham O'Dell & Company
West Virginia
$119M +$10.3M +22,291 +9%
Thrivent Financial for Lutherans
245
Thrivent Financial for Lutherans
Minnesota
$118M +$11.8M +25,601 +11%
RMDI
246
R.M. Davis Inc
Maine
$117M -$231K -502 -0.2%
CAG
247
Crestwood Advisors Group
Massachusetts
$117M +$4.34M +9,425 +4%
FMI
248
Factory Mutual Insurance
Massachusetts
$117M -$736K -1,600 -0.6%
RI
249
RWWM Inc
California
$116M -$948K -2,059 -0.8%
YCM
250
Yousif Capital Management
Michigan
$116M -$738K -1,604 -0.6%
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