BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,973 hedge funds and large institutions have $356B invested in Berkshire Hathaway Class B in 2024 Q1 according to their latest regulatory filings, with 237 funds opening new positions, 1,592 increasing their positions, 1,570 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,973
Holders Change
+82
Holders Change %
+2.11%
% of All Funds
57.59%
Holding in Top 10
721
Holding in Top 10 Change
+69
Holding in Top 10 Change %
+10.58%
% of All Funds
10.45%
New
237
Increased
1,592
Reduced
1,570
Closed
101
Calls
$8.72B
Puts
$4.68B
Net Calls
+$4.04B
Net Calls Change
+$1.66B

Top Buyers

1
BlackRock
BlackRock
New York
+$961M
2
UBS Group
UBS Group
Switzerland
+$496M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$484M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$439M
5
Bank of America
Bank of America
North Carolina
+$352M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.44B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.1B
3
Swedbank
Swedbank
Sweden
-$714M
4
GBWM
Granite Bay Wealth Management
New Hampshire
-$402M
5
HHII
H&H International Investment
California
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Evercore Wealth Management
New York
$123M -$971K -2,309 -0.8%
ICG
227
InterOcean Capital Group
Tennessee
$120M +$5.98M +14,218 +5%
TWC
228
TD Waterhouse Canada
Ontario, Canada
$120M +$120M +270,762 New
Public Sector Pension Investment Board (PSP Investments)
229
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$119M +$1.16M +2,764 +1%
DnB Asset Management
230
DnB Asset Management
Norway
$119M -$21.4M -50,950 -15%
SIG
231
Stonegate Investment Group
Alabama
$118M +$1.1M +2,604 +0.9%
Calamos Advisors
232
Calamos Advisors
Illinois
$118M -$2.81M -6,690 -2%
BFS
233
Bradley Foster & Sargent
Connecticut
$118M -$1.26M -3,004 -1%
SCM
234
Shapiro Capital Management
Georgia
$117M -$31.5M -74,948 -21%
SEI Investments
235
SEI Investments
Pennsylvania
$117M +$1.77M +4,214 +2%
WJWM
236
Williams Jones Wealth Management
New York
$115M -$259K -617 -0.2%
Focus Partners Wealth
237
Focus Partners Wealth
Massachusetts
$115M +$31.1M +73,995 +37%
DADC
238
D.A. Davidson & Co
Montana
$114M +$640K +1,522 +0.6%
TIAA Trust, National Association
239
TIAA Trust, National Association
North Carolina
$113M +$2.62M +6,240 +2%
CAM
240
Cresset Asset Management
Illinois
$113M +$13.3M +31,596 +13%
VF
241
Virtu Financial
New York
$112M -$34.8M -82,829 -24%
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$111M +$490K +1,165 +0.4%
QCM
243
QRG Capital Management
Illinois
$111M +$19.3M +45,850 +21%
CIBC Asset Management
244
CIBC Asset Management
Ontario, Canada
$110M +$2.74M +6,514 +3%
ZIG
245
Zurich Insurance Group
Switzerland
$110M +$62M +147,535 +129%
Skandinaviska Enskilda Banken (SEB)
246
Skandinaviska Enskilda Banken (SEB)
Sweden
$109M +$35.8M +85,242 +49%
YCM
247
Yousif Capital Management
Michigan
$109M -$2.86M -6,793 -3%
MAM
248
Meeder Asset Management
Ohio
$109M +$12.5M +29,685 +13%
II
249
IFM Investors
Australia
$109M -$485K -1,154 -0.4%
FMI
250
Factory Mutual Insurance
Massachusetts
$108M -$1.39M -3,300 -1%
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