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 %
PGAM
1076
Princeton Global Asset Management
New Jersey
$10.9M +$268K +582 +3%
Nomura Holdings
1077
Nomura Holdings
Japan
$10.9M -$3.31M -7,200 -23%
SWA
1078
SOA Wealth Advisors
New York
$10.9M -$98.5K -214 -0.9%
ZF
1079
Zhang Financial
Michigan
$10.9M -$277K -601 -2%
MMA
1080
Miracle Mile Advisors
California
$10.9M +$594K +1,291 +6%
AAIM
1081
Asset Advisors Investment Management
Georgia
$10.9M -$1.1M -2,400 -9%
MA
1082
MONECO Advisors
Connecticut
$10.8M +$110K +238 +1%
HTI
1083
Hikari Tsushin Inc
Japan
$10.8M +$65.8K +143 +0.6%
FIB
1084
First Interstate Bank
Montana
$10.8M -$27.6K -60 -0.3%
BSI
1085
Bennett Selby Investments
Maine
$10.8M -$19.3K -42 -0.2%
Walleye Trading
1086
Walleye Trading
New York
$10.8M -$88.3M -191,948 -89%
SGCA
1087
Steel Grove Capital Advisors
Tennessee
$10.8M -$319K -697 -3%
BOSSRA
1088
B.O.S.S. Retirement Advisors
Utah
$10.8M +$1.56M +3,387 +17%
ANTB
1089
AMG National Trust Bank
Colorado
$10.7M -$3.1M -6,735 -22%
CTA
1090
Colonial Trust Advisors
South Carolina
$10.7M +$398K +864 +4%
WKWM
1091
Walter & Keenan Wealth Management
Indiana
$10.6M -$40K -87 -0.4%
LSWM
1092
Lorne Steinberg Wealth Management
Canada
$10.6M -$41.4K -90 -0.4%
SB
1093
Simmons Bank
Arkansas
$10.6M -$246K -534 -2%
ETC
1094
Exchange Traded Concepts
Oklahoma
$10.6M +$1.04M +2,251 +11%
CGL
1095
Clarius Group LLC
Washington
$10.5M +$213K +463 +2%
CIM
1096
Corda Investment Management
Texas
$10.5M -$9.66M -20,983 -48%
CWM
1097
Chronos Wealth Management
Florida
$10.5M +$5.06K +11 +0%
CCT
1098
Chemung Canal Trust
New York
$10.5M +$2.12M +4,600 +25%
BFA
1099
Buttonwood Financial Advisors
Maryland
$10.5M -$231K -501 -2%
PWP
1100
Principle Wealth Partners
Connecticut
$10.5M +$13.8K +30 +0.1%
42 43
44
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