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 %
HLCM
1001
Hi-Line Capital Management
South Dakota
$12.5M -$6.27M -13,629 -33%
HIP
1002
HUB Investment Partners
Texas
$12.5M +$2M +4,342 +19%
AC
1003
Annandale Capital
Texas
$12.5M -$7.36K -16 -0.1%
CCA
1004
Covey Capital Advisors
Georgia
$12.4M -$843K -1,832 -6%
TCM
1005
Telos Capital Management
California
$12.3M -$1.59M -3,460 -11%
ERP
1006
Eldred Rock Partners
Texas
$12.3M +$508K +1,103 +4%
MA
1007
Mezzasalma Advisors
New Jersey
$12.3M +$423K +918 +4%
OKSA
1008
O'Keefe Stevens Advisory
New York
$12.3M +$387K +841 +3%
CCM
1009
Canal Capital Management
Virginia
$12.2M +$53.4K +116 +0.4%
GFA
1010
Gifford Fong Associates
California
$12.2M – – –
PWG
1011
Private Wealth Group
Florida
$12.2M -$281K -611 -2%
MC
1012
Middleton & Co
Massachusetts
$12.2M -$106K -231 -0.9%
WA
1013
Wealth Architects
California
$12.2M -$32.2K -70 -0.3%
RMAM
1014
Raab & Moskowitz Asset Management
New Jersey
$12.2M -$33.6K -73 -0.3%
CA
1015
Cumberland Advisors
Florida
$12.1M +$27.6K +60 +0.2%
VWA
1016
Visionary Wealth Advisors
Illinois
$12.1M +$1.89M +4,116 +18%
MIM
1017
Martin Investment Management
Florida
$12.1M -$24.4K -53 -0.2%
JCM
1018
Janney Capital Management
Pennsylvania
$12.1M +$42.3K +92 +0.4%
BIA
1019
Beacon Investment Advisors
Maryland
$12.1M +$23.9K +52 +0.2%
SFO
1020
Stokes Family Office
Louisiana
$12.1M +$55.2K +120 +0.5%
JIM
1021
JCP Investment Management
Texas
$12.1M – – –
HH
1022
Hilltop Holdings
Texas
$12M +$640K +1,391 +6%
CAM
1023
Cypress Asset Management
Texas
$12M +$237K +516 +2%
BHPW
1024
Beverly Hills Private Wealth
California
$12M +$819K +1,780 +7%
NIG
1025
NFJ Investment Group
Texas
$12M +$12M +26,074 New
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