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 %
IF
2176
Intrua Financial
Texas
$2.44M +$123K +268 +5%
WI
2177
WrapManager Inc
California
$2.43M +$253K +549 +12%
MFS
2178
Mattson Financial Services
Michigan
$2.43M -$15.1K -37 -0.6%
UAS
2179
United Asset Strategies
New York
$2.43M -$1.38K -3 -0.1%
SMWM
2180
Silvia McColl Wealth Management
California
$2.42M -$235K -510 -9%
KWS
2181
Keystone Wealth Services
California
$2.42M +$114K +248 +5%
SW
2182
SkyOak Wealth
Michigan
$2.42M -$24.4K -53 -1%
SCA
2183
Sage Capital Advisors
South Dakota
$2.42M – – –
SL
2184
SFM LLC
New Hampshire
$2.42M -$2.76K -6 -0.1%
CC
2185
Capital Counsel
New York
$2.41M +$208K +451 +9%
AGC
2186
Aspen Grove Capital
Colorado
$2.41M +$460 +1 +0%
TNAM
2187
Terra Nova Asset Management
New York
$2.41M +$35.9K +78 +2%
TFA
2188
Tranquilli Financial Advisor
New Jersey
$2.41M -$38.7K -84 -2%
BMWM
2189
Brown Miller Wealth Management
Virginia
$2.41M – – –
CCM
2190
Consolidated Capital Management
California
$2.4M – – –
FFO
2191
Fiduciary Family Office
Florida
$2.4M -$96.7K -210 -4%
PFA
2192
Petra Financial Advisors
Colorado
$2.4M -$98K -213 -4%
ARMT
2193
Amica Retiree Medical Trust
Rhode Island
$2.4M +$2.4M +5,207 New
VF
2194
Vawter Financial
Ohio
$2.4M -$165K -358 -6%
HCM
2195
Helios Capital Management
Singapore
$2.39M – – –
CAM
2196
CPA Asset Management
Florida
$2.39M – – –
AFAS
2197
Acorn Financial Advisory Services
Virginia
$2.39M +$1.35M +2,938 +131%
MCM
2198
Mainstream Capital Management
California
$2.38M +$2.38M +5,181 New
DFCM
2199
Dark Forest Capital Management
Puerto Rico
$2.38M +$1.92M +4,168 +413%
SAM
2200
Steinberg Asset Management
New York
$2.38M -$37.3K -81 -2%
86 87
88
89 90