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 %
FFG
926
Frisch Financial Group
New York
$14.3M -$159K -346 -1%
WCF
927
West Coast Financial
California
$14.3M +$1.38K +3 +0%
BBA
928
Baader Bank Aktiengesellschaft
Germany
$14.2M +$1.44M +3,184 +11%
KFP
929
KMG Fiduciary Partners
Ohio
$14.2M +$2.75M +5,964 +24%
CLA
930
Carnegie Lake Advisors
New Jersey
$14.2M +$14.2M +30,800 New
Fisher Asset Management
931
Fisher Asset Management
Washington
$14.2M -$192K -417 -1%
MG
932
Mather Group
Illinois
$14.2M -$6.21M -13,482 -30%
KFGK
933
Keystone Financial Group (Kentucky)
Kentucky
$14.2M +$263K +572 +2%
OMC
934
Overbrook Management Corp
New York
$14.1M -$1.28M -2,777 -8%
FIA
935
Foundations Investment Advisors
Arizona
$14.1M +$5.28M +11,480 +60%
DSAM
936
Dock Street Asset Management
Florida
$14.1M -$1.46M -3,178 -9%
CF
937
Clarity Financial
Texas
$14M +$995K +2,162 +8%
SFS
938
Summit Financial Strategies
Ohio
$14M -$217K -472 -2%
OCBCO
939
Oversea-Chinese Banking Corp (OCBC)
Singapore
$14M +$860K +1,869 +7%
BPC
940
Banque Pictet & Cie
Switzerland
$14M +$566K +1,230 +4%
AFG
941
Atomi Financial Group
New York
$14M +$1.45M +3,149 +12%
FFWA
942
FRG Family Wealth Advisors
Washington
$14M -$510K -1,107 -4%
JFGIW
943
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.9M +$512K +1,113 +4%
PA
944
Profund Advisors
Maryland
$13.9M +$1.79M +3,895 +15%
MCM
945
Mitchell Capital Management
Kansas
$13.9M +$160K +347 +1%
EGA
946
Eagle Global Advisors
Texas
$13.9M -$18.4K -40 -0.1%
CW
947
CreativeOne Wealth
Kansas
$13.9M +$12.2M +26,537 +740%
PFM
948
Patton Fund Management
Texas
$13.8M -$609K -1,323 -4%
KFA
949
Kelleher Financial Advisors
New York
$13.8M -$443K -962 -3%
DFG
950
Delta Financial Group
New Jersey
$13.8M +$37.3K +81 +0.3%
36 37
38
39 40