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 %
SCI
326
S&CO Inc
Massachusetts
$76.3M +$842K +1,830 +1%
CIC
327
Carnegie Investment Counsel
Ohio
$76.2M -$49.2K -107 -0.1%
CFB
328
Cullen/Frost Bankers
Texas
$76M -$176K -383 -0.2%
CK
329
Cohen Klingenstein
New York
$75.7M – – –
AAMU
330
AEGON Asset Management (UK)
United Kingdom
$75.5M -$5.35M -11,621 -7%
AAS
331
Avantax Advisory Services
Texas
$75.3M -$2.33M -5,053 -3%
WHG
332
Westwood Holdings Group
Texas
$75M -$6.03M -13,108 -7%
SMDAM
333
Sumitomo Mitsui DS Asset Management
Japan
$75M +$3.87M +8,398 +5%
RRAM
334
River Road Asset Management
Kentucky
$74.9M -$8.22M -17,853 -10%
EIA
335
Edgemoor Investment Advisors
Maryland
$74.6M -$1.67M -3,624 -2%
PGFC
336
Peapack-Gladstone Financial Corp
New Jersey
$74M -$1.93M -4,195 -3%
WA
337
Waverly Advisors
Alabama
$73.9M -$1.26M -2,728 -2%
MIM
338
Manitou Investment Management
Ontario, Canada
$73.7M -$17.7M -38,436 -19%
NAM
339
Nissay Asset Management
Japan
$73.4M +$2.09M +4,532 +3%
AIM
340
Allen Investment Management
New York
$73.3M +$684K +1,486 +0.9%
BPWM
341
Badgley Phelps Wealth Managers
Washington
$73M +$2.33M +5,053 +3%
VPIM
342
Vanguard Personalized Indexing Management
California
$72.8M +$8.21M +17,827 +13%
UB
343
UMB Bank
Missouri
$72.3M -$1.08M -2,347 -1%
CB
344
Cooke & Bieler
Pennsylvania
$72.3M -$22.7M -49,289 -24%
OPERF
345
Oregon Public Employees Retirement Fund
Oregon
$72.2M +$580K +1,260 +0.8%
Wealthfront Advisers
346
Wealthfront Advisers
California
$71.7M +$4.23M +9,199 +6%
DP
347
DDD Partners
Washington
$71.6M +$592K +1,286 +0.8%
RC
348
Roundview Capital
New Jersey
$71.5M -$3.84M -8,334 -5%
AWS
349
Atria Wealth Solutions
New York
$71.4M +$336K +729 +0.5%
ACM
350
Advisors Capital Management
New Jersey
$71.3M +$1.42M +3,082 +2%
12 13
14
15 16