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 %
FCM
726
Fairholme Capital Management
Florida
$23M +$55.2K +120 +0.2%
BG
727
Bahl & Gaynor
Ohio
$23M -$95.7K -208 -0.4%
A
728
Allianz
Germany
$22.9M -$2.93M -6,356 -11%
WRBC
729
W.R. Berkley Corp
Connecticut
$22.9M +$22.9M +49,700 New
CIA
730
Capital Investment Advisors
Georgia
$22.9M +$959K +2,083 +4%
SC
731
Stephenson & Company
California
$22.8M +$130K +282 +0.6%
RSWM
732
Robertson Stephens Wealth Management
California
$22.8M +$2.27M +4,924 +11%
RI
733
Ridgewood Investments
New Jersey
$22.7M -$119K -259 -0.5%
GWM
734
Geneos Wealth Management
Colorado
$22.7M +$1.35M +2,926 +6%
FA
735
Fiduciary Alliance
South Carolina
$22.7M +$2.12M +4,600 +10%
PWLP
736
Prio Wealth Limited Partnership
Massachusetts
$22.6M -$434K -943 -2%
AA
737
Axiom Advisory
California
$22.5M +$352K +796 +2%
DWP
738
Daymark Wealth Partners
Ohio
$22.5M +$279K +607 +1%
MCP
739
Mirador Capital Partners
California
$22.4M +$136K +295 +0.6%
MFWM
740
Motley Fool Wealth Management
Virginia
$22.3M -$26.7K -58 -0.1%
SEM
741
Suncoast Equity Management
Florida
$22.2M -$1.41M -3,070 -6%
SCM
742
Shelton Capital Management
Colorado
$22.2M +$8.61M +18,704 +63%
AM
743
Account Management
Massachusetts
$22.1M -$1.8M -3,903 -8%
BFG
744
Beacon Financial Group
Texas
$22.1M -$366K -796 -2%
MIF
745
Mediolanum International Funds
Ireland
$22.1M -$3.28M -7,171 -13%
QF
746
QVT Financial
New York
$22.1M – – –
SCA
747
Snowden Capital Advisors
New York
$21.9M +$11K +24 +0.1%
BBA
748
BLB&B Advisors
Pennsylvania
$21.9M +$2.85M +6,194 +15%
BAM
749
Belpointe Asset Management
Nevada
$21.9M +$320K +696 +1%
NRS
750
Neville Rodie & Shaw
New York
$21.8M +$1.07M +2,327 +5%
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