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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 %
QCM
251
QRG Capital Management
Illinois
$114M -$15.9M -34,573 -12%
MAM
252
Madison Asset Management
Wisconsin
$114M -$2.57M -5,576 -2%
SFA
253
Sequoia Financial Advisors
Ohio
$113M +$10.9M +23,654 +11%
HPC
254
HM Payson & Co
Maine
$112M -$13.2M -28,728 -11%
URS
255
Utah Retirement Systems
Utah
$112M +$598K +1,300 +0.5%
CVM
256
Cheviot Value Management
California
$112M -$3.43M -7,461 -3%
OWP
257
Obermeyer Wealth Partners
Colorado
$111M -$2.18M -4,727 -2%
NYLIM
258
New York Life Investment Management
New York
$111M -$2.2M -4,786 -2%
NA
259
NewEdge Advisors
Louisiana
$111M +$18.7M +40,545 +20%
SAIG
260
Semper Augustus Investments Group
Colorado
$109M +$343K +746 +0.3%
TH
261
TCTC Holdings
Texas
$109M -$1.11M -2,401 -1%
SCM
262
Shapiro Capital Management
Georgia
$109M -$11.4M -24,794 -9%
X
263
Xponance
Pennsylvania
$107M +$2.7M +5,875 +3%
GT
264
Glenmede Trust
Pennsylvania
$107M +$710K +1,543 +0.7%
NG
265
Northstar Group
New York
$107M -$499K -1,084 -0.5%
JFL
266
Jarislowsky, Fraser Ltd
Quebec, Canada
$107M -$1.1M -2,380 -1%
BTCPP
267
Border to Coast Pensions Partnership
United Kingdom
$106M +$4.53M +9,869 +4%
BHIA
268
Birch Hill Investment Advisors
Massachusetts
$106M -$661K -1,437 -0.6%
DMIC
269
Dixon Mitchell Investment Counsel
British Columbia, Canada
$106M -$11.2M -24,437 -10%
KeyBank National Association
270
KeyBank National Association
Ohio
$106M +$5.84M +12,697 +6%
CS
271
Clear Street
New York
$106M – – –
TAM
272
Tocqueville Asset Management
New York
$105M -$555K -1,205 -0.5%
MOACM
273
Mutual of America Capital Management
New York
$104M -$696K -1,512 -0.7%
UCFA
274
United Capital Financial Advisors
Texas
$104M -$1.31M -2,836 -1%
CB
275
Commerce Bank
Missouri
$104M -$369K -802 -0.4%
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