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
58.94%
Holding in Top 10
700
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+5.26%
% of All Funds
10.12%
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
+$1.57B
2
BlackRock
BlackRock
New York
+$1.19B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.06B
4
Morgan Stanley
Morgan Stanley
New York
+$722M
5
State Street
State Street
Massachusetts
+$541M

Top Sellers

1
ECM
English Capital Management
Michigan
-$2.41B
2
Boston Partners
Boston Partners
Massachusetts
-$1.25B
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.14B
4
SWM
Scissortail Wealth Management
Oklahoma
-$464M
5
Jane Street
Jane Street
New York
-$417M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
626
Zuckerman Investment Group
Illinois
$28.9M -$20.3K -44 -0.1%
AWM
627
Apollon Wealth Management
South Carolina
$28.8M -$400K -868 -1%
MRCM
628
M&R Capital Management
New Jersey
$28.8M -$277K -601 -1%
Capital Fund Management (CFM)
629
Capital Fund Management (CFM)
France
$28.8M -$74.8M -162,582 -72%
FWCM
630
Ferguson Wellman Capital Management
Oregon
$28.7M -$229K -498 -0.8%
FI
631
FJ Investments
Utah
$28.7M -$28.7M -62,287 -50%
SPC
632
Sigma Planning Corp
Michigan
$28.7M +$3.61M +7,843 +14%
PCM
633
Poehling Capital Management
Wisconsin
$28.2M -$947K -2,057 -3%
UM
634
UniSuper Management
Australia
$28.2M +$310K +673 +1%
BFO
635
Boston Family Office
Massachusetts
$28.2M -$213K -462 -0.7%
BPAMU
636
BTG Pactual Asset Management US
New York
$28.1M +$10.5M +22,785 +60%
TI
637
Tidal Investments
Wisconsin
$27.8M +$1.17M +2,539 +4%
WANY
638
Wealthspire Advisors (New York)
New York
$27.8M +$3.9M +8,463 +16%
BRWA
639
B. Riley Wealth Advisors
Florida
$27.5M -$4.78M -10,427 -15%
Jacobs Levy Equity Management
640
Jacobs Levy Equity Management
New Jersey
$27.5M +$6.18M +13,426 +29%
CA
641
Callahan Advisors
Texas
$27.5M -$744K -1,616 -3%
CAM
642
Carret Asset Management
New York
$27.5M +$318K +690 +1%
HC
643
Hendley & Co
Ohio
$27.4M -$400K -868 -1%
YL
644
YCG LLC
Texas
$27.4M – – –
SC
645
Savant Capital
Illinois
$27.4M +$3.81M +8,282 +16%
CP
646
CenterBook Partners
Connecticut
$27.3M +$27.3M +59,381 New
SC
647
Sapient Capital
Indiana
$27.3M +$1.38K +3 +0%
LFRG
648
Lazard Frères Gestion
France
$27.3M +$2.35M +5,102 +9%
CG
649
Caprock Group
Idaho
$27.3M +$794K +1,726 +3%
CWM
650
Cabot Wealth Management
Massachusetts
$27.2M -$203K -441 -0.7%
24 25
26
27 28