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 %
SHGA
1951
Sand Hill Global Advisors
California
$3.34M -$26.2K -57 -0.8%
GC
1952
Guidance Capital
Kentucky
$3.34M -$40.9K -88 -1%
S
1953
SimplyRich
California
$3.33M +$66.3K +144 +2%
MRI
1954
Mad River Investors
Massachusetts
$3.33M -$110K -238 -3%
HC
1955
Hourglass Capital
Texas
$3.33M – – –
FWP
1956
Firethorn Wealth Partners
Georgia
$3.32M +$709K +1,540 +27%
AP
1957
Adero Partners
California
$3.32M -$68.1K -148 -2%
JAG
1958
Journey Advisory Group
Kentucky
$3.3M – – –
CFSG
1959
Community Financial Services Group
Vermont
$3.3M -$222K -483 -6%
MSFP
1960
Mark Sheptoff Financial Planning
Connecticut
$3.3M – – –
TCWM
1961
Total Clarity Wealth Management
Illinois
$3.29M +$208K +452 +7%
MWM
1962
MGB Wealth Management
Texas
$3.29M +$115K +250 +4%
SCM
1963
SOL Capital Management
Maryland
$3.28M – – –
GMFG
1964
Greater Midwest Financial Group
Minnesota
$3.27M +$67.7K +147 +2%
Two Sigma Advisers
1965
Two Sigma Advisers
New York
$3.27M +$3.27M +7,100 New
CC
1966
Callan Capital
California
$3.27M +$52K +113 +2%
HI
1967
Horizon Investments
North Carolina
$3.26M -$141K -306 -4%
HA
1968
Herold Advisors
New York
$3.26M +$320K +696 +11%
FNBOMD
1969
First National Bank of Mount Dora
Florida
$3.26M -$45.6K -99 -1%
RWA
1970
Redhawk Wealth Advisors
Minnesota
$3.25M -$347K -753 -10%
IRAG
1971
Investment Research & Advisory Group
Georgia
$3.25M +$41.9K +91 +1%
IBOK
1972
Independence Bank of Kentucky
Kentucky
$3.24M +$575K +1,250 +22%
MCM
1973
Maple Capital Management
Vermont
$3.23M +$458K +996 +17%
FPGK
1974
Financial Partners Group (Kansas)
Kansas
$3.23M +$102K +221 +3%
AAM
1975
Augustine Asset Management
Florida
$3.23M -$16.1K -35 -0.5%
77 78
79
80 81