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 %
Daiwa Securities Group
301
Daiwa Securities Group
Japan
$85.3M +$10.2M +22,225 +14%
SPIA
302
Steward Partners Investment Advisory
New York
$84.9M +$12.6M +27,471 +18%
Public Employees Retirement Association of Colorado
303
Public Employees Retirement Association of Colorado
Colorado
$83.9M +$234K +509 +0.3%
Janus Henderson Group
304
Janus Henderson Group
United Kingdom
$83.6M +$3.22M +6,993 +4%
IFS
305
Intelligent Financial Strategies
Minnesota
$83.5M +$1.95M +4,246 +2%
FCI
306
Financial Counselors Inc
Kansas
$82.6M -$2.32M -5,030 -3%
ACI
307
Alpha Cubed Investments
California
$82.6M +$2.43M +5,286 +3%
PWP
308
Perfromance Wealth Partners
Illinois
$82.4M +$4.36M +9,468 +6%
CSIC
309
Clifford Swan Investment Counsel
California
$82.3M -$3.35M -7,280 -4%
CPSAC
310
Chas P. Smith & Associates (CPS)
Florida
$81.7M -$2.87M -6,234 -3%
SIC
311
Salem Investment Counselors
North Carolina
$81.5M -$161K -349 -0.2%
AP
312
Archon Partners
New Jersey
$81.4M – – –
BNP Paribas Asset Management
313
BNP Paribas Asset Management
France
$81.3M +$2.35M +5,109 +3%
MCM
314
MAI Capital Management
Ohio
$80.8M -$6.1M -13,258 -7%
Lido Advisors
315
Lido Advisors
California
$80.7M +$957K +2,080 +1%
KPWS
316
Kestra Private Wealth Services
Texas
$80.3M +$2.44M +5,297 +3%
Jones Financial Companies
317
Jones Financial Companies
Missouri
$79.1M +$25.2M +55,025 +47%
PMG
318
Private Management Group
California
$78M -$1.26M -2,747 -2%
ATN
319
AMF Tjänstepension
Sweden
$77.9M – – –
MIM
320
Miller Investment Management
Pennsylvania
$77.8M +$28.5K +62 +0%
MAA
321
Mraz Amerine & Associates
California
$77.6M -$1.82M -3,948 -2%
CF
322
Canoe Financial
Alberta, Canada
$77.5M -$3.12M -6,829 -4%
IGGA
323
Iron Gate Global Advisors
Utah
$77.4M +$2.06M +4,472 +3%
JCM
324
Jacobi Capital Management
Pennsylvania
$77.1M +$1.16M +2,525 +2%
CPIG
325
Chicago Partners Investment Group
Illinois
$76.8M -$800K -1,737 -1%
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