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 %
EGWAG
2151
Elwood & Goetz Wealth Advisory Group
Georgia
$2.5M +$1.54M +3,341 +160%
SCP
2152
Stevens Capital Partners
Nebraska
$2.5M +$50.2K +109 +2%
TCPW
2153
Twin City Private Wealth
North Carolina
$2.5M -$227K -493 -8%
SWM
2154
Scissortail Wealth Management
Oklahoma
$2.5M -$464M -5,386 -99%
NLP
2155
Next Level Private
New York
$2.49M +$213K +462 +9%
GGI
2156
Godsey & Gibb Inc
Virginia
$2.48M +$8.75K +19 +0.4%
EWM
2157
Elmwood Wealth Management
California
$2.48M -$15.2K -33 -0.6%
RWP
2158
Revolve Wealth Partners
New Jersey
$2.48M +$198K +430 +9%
UF
2159
Univest Financial
Pennsylvania
$2.48M +$2.48M +5,378 New
VWM
2160
Venturi Wealth Management
Texas
$2.47M +$107K +233 +5%
KNW
2161
Kesler Norman & Wride
Utah
$2.47M -$722K -1,569 -23%
FA
2162
FF Advisors
California
$2.47M -$49.7K -108 -2%
FMLI
2163
Fukoku Mutual Life Insurance
Japan
$2.46M – – –
AIM
2164
Alhambra Investment Management
Florida
$2.46M -$3.22K -7 -0.1%
CRI
2165
Colonial River Investments
Virginia
$2.46M +$2.46M +5,334 New
WCG
2166
Weaver Consulting Group
California
$2.45M -$50.6K -110 -2%
PAA
2167
Peregrine Asset Advisers
Oregon
$2.45M +$41.4K +90 +2%
SAM
2168
Soditic Asset Management
United Kingdom
$2.45M – – –
EDRIA
2169
Edmonds Duncan Registered Investment Advisors
Kansas
$2.44M +$18.4K +40 +0.8%
WE
2170
Wealth Effects
Massachusetts
$2.44M +$56.1K +122 +2%
GC
2171
GFG Capital
Florida
$2.44M -$560K -1,672 -19%
JAFL
2172
Jay A. Fishman Ltd
Michigan
$2.44M +$4.6K +10 +0.2%
I2I
2173
Insight 2811 Inc
Illinois
$2.44M +$53.4K +116 +2%
GAA
2174
Guardian Asset Advisors
Pennsylvania
$2.44M +$116K +251 +5%
BWP
2175
Barlow Wealth Partners
Kentucky
$2.44M +$11.8K +26 +0.5%
85 86
87
88 89