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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.

Holders
4,075
Holders Change
+73
Holders Change %
+1.82%
% of All Funds
58.96%
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
1
JPMorgan Chase & Co
New York
$6.46B
2
BlackRock
2
BlackRock
New York
$50.6B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$67.4B
4
Morgan Stanley
4
Morgan Stanley
New York
$12.2B
5
State Street
5
State Street
Massachusetts
$32.4B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
ECM
2
English Capital Management
Michigan
$4.15M
3
Boston Partners
3
Boston Partners
Massachusetts
$8.28M
4
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$10.2B
5
SWM
5
Scissortail Wealth Management
Oklahoma
$2.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
4101
Laurion Capital Management
New York
– – -10,743 Closed
CA
4102
Capital Advantage
California
– – -10,054 Closed
SWA
4103
Sax Wealth Advisors
New Jersey
– – -9,957 Closed
IWA
4104
IBEX Wealth Advisors
New Jersey
– – -8,678 Closed
DWM
4105
Dynasty Wealth Management
Florida
– – -8,505 Closed
CAS
4106
CTC Alternative Strategies
Illinois
– – -8,400 Closed
EP
4107
Edgestream Partners
New Jersey
– – -7,802 Closed
MFS
4108
Mirabella Financial Services
United Kingdom
– – -7,140 Closed
QPWM
4109
Quadrant Private Wealth Management
Pennsylvania
– – -6,779 Closed
PAS
4110
Point72 Asia (Singapore)
Singapore
– – -6,212 Closed
SM
4111
Sciencast Management
New Jersey
– – -5,878 Closed
ROTUOC
4112
Regents of the University of California
California
– – -5,723 Closed
XT
4113
XTX Topco
Cayman Islands
– – -5,563 Closed
BWA
4114
Burt Wealth Advisors
Maryland
– – -5,486 Closed
CFM
4115
Catalyst Funds Management
Australia
– – -4,800 Closed
QCM
4116
Qsemble Capital Management
New York
– – -4,600 Closed
PRC
4117
Pearl River Capital
Michigan
– – -4,482 Closed
DPIM
4118
Duff & Phelps Investment Management
Illinois
– – -4,179 Closed
MC
4119
Machina Capital
France
– – -3,792 Closed
MWM
4120
Mittelman Wealth Management
Massachusetts
– – -3,708 Closed
Two Sigma Investments
4121
Two Sigma Investments
New York
– – -3,700 Closed
EFP
4122
Elser Financial Planning
Indiana
– – -3,519 Closed
DC
4123
Dantai Capital
Hong Kong
– – -2,680 Closed
MS
4124
Maven Securities
Jersey
– – -2,647 Closed
MWM
4125
Maripau Wealth Management
Indiana
– – -2,520 Closed
163 164
165
166 167