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 %
SAM
701
Satovsky Asset Management
New York
$24.5M +$13.3K +29 +0.1%
WIM
702
WealthPlan Investment Management
Nebraska
$24.4M +$7.5M +16,287 +44%
GIA
703
GHP Investment Advisors
Colorado
$24.4M -$110K -238 -0.4%
GP
704
Greenline Partners
New York
$24.4M -$531K -1,154 -2%
PTB
705
Pioneer Trust Bank
Oregon
$24.4M -$331K -720 -1%
BFG
706
Bleakley Financial Group
New Jersey
$24.3M +$125K +271 +0.5%
TC
707
Truvestments Capital
Florida
$24.3M +$17.4M +37,858 +253%
VA
708
Valmark Advisers
Ohio
$24.2M +$787K +1,710 +3%
BWFA
709
Baltimore-Washington Financial Advisors
Maryland
$24M +$1.48M +3,221 +7%
WS
710
Wedbush Securities
California
$23.9M -$2.06M -4,466 -8%
SF
711
Synovus Financial
Georgia
$23.6M +$1.76M +3,817 +8%
ASN
712
Advisory Services Network
Georgia
$23.6M – – –
CTI
713
Community Trust & Investment
Kentucky
$23.5M +$401K +871 +2%
GG
714
Greenwood Gearhart
Arkansas
$23.4M -$3.83M -8,319 -14%
PCA
715
Pallas Capital Advisors
Massachusetts
$23.4M -$608K -1,328 -3%
RSVP
716
Ramsay Stattman Vela & Price
Colorado
$23.4M -$406K -883 -2%
Eagle Capital Management (New York)
717
Eagle Capital Management (New York)
New York
$23.4M – – –
EF
718
Empirical Finance
Pennsylvania
$23.3M +$1.29M +2,794 +6%
TRCT
719
Tower Research Capital (TRC)
New York
$23.3M -$19.8M -43,000 -46%
AWM
720
Absher Wealth Management
North Carolina
$23.3M -$26.2K -57 -0.1%
VCM
721
Violich Capital Management
California
$23.3M +$479K +1,041 +2%
WA
722
WP Advisors
California
$23.2M -$458K -995 -2%
FSA
723
Franklin Street Advisors
North Carolina
$23.2M -$406K -883 -2%
SWM
724
Sculati Wealth Management
Michigan
$23.1M -$233K -506 -1%
BC
725
Burney Company
Virginia
$23.1M +$134K +292 +0.6%
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