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 %
VNA
1751
Valley National Advisers
Pennsylvania
$4.33M -$433K -940 -9%
CFP
1752
Catalyst Financial Partners
Massachusetts
$4.32M +$55.2K +120 +1%
W
1753
WPWealth
Texas
$4.32M +$4.32M +9,385 New
DWM
1754
Dorchester Wealth Management
Quebec, Canada
$4.32M -$643K -1,398 -13%
SCM
1755
Schnieders Capital Management
California
$4.31M +$351K +762 +9%
CP
1756
Cumberland Partners
Ontario, Canada
$4.31M -$45.1K -98 -1%
LPAM
1757
Lodestar Private Asset Management
California
$4.31M -$16.1K -35 -0.4%
PRS
1758
Pinkerton Retirement Specialists
Idaho
$4.31M +$68.6K +149 +2%
KA
1759
Klingman & Associates
New York
$4.3M +$606K +1,316 +16%
AA
1760
Addison Advisors
Vermont
$4.3M -$921 -2 -0%
GC
1761
Garde Capital
Washington
$4.28M -$59.8K -130 -1%
NWMG
1762
National Wealth Management Group
Ohio
$4.27M +$501K +1,088 +13%
AFIA
1763
America First Investment Advisors
Nebraska
$4.26M -$637K -1,385 -13%
OC
1764
Oarsman Capital
Wisconsin
$4.26M +$2.06M +4,471 +94%
FNFDCM
1765
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.25M -$82.8K -180 -2%
SIMG
1766
Sonora Investment Management Group
Arizona
$4.25M +$222K +483 +6%
PWA
1767
Phoenix Wealth Advisors
North Carolina
$4.24M -$5.3M -11,512 -56%
FC
1768
Forte Capital
New York
$4.23M +$32.7K +71 +0.8%
BW
1769
Bison Wealth
Georgia
$4.22M -$1.76M -3,834 -29%
AOWM
1770
Alpha Omega Wealth Management
Virginia
$4.21M +$5.06K +11 +0.1%
ATC
1771
Adirondack Trust Company
New York
$4.21M -$460 -1 -0%
SKK
1772
Shepherd Kaplan Krochuk
Massachusetts
$4.2M +$106K +231 +3%
NSB
1773
Norway Savings Bank
Maine
$4.19M +$19.8K +43 +0.5%
NAG
1774
Northstar Advisory Group
New Jersey
$4.18M +$4.18M +9,082 New
PIM
1775
Pullen Investment Management
Florida
$4.15M -$77.3K -168 -2%
69 70
71
72 73