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 %
BA
2476
Bard Associates
Illinois
$1.48M -$45.4K -108 -3%
PG
2477
Proffitt & Goodson
Tennessee
$1.48M -$8.83K -21 -0.6%
SFP
2478
Sweet Financial Partners
Minnesota
$1.48M +$55.9K +133 +4%
EFG
2479
Ethos Financial Group
Pennsylvania
$1.47M +$38.3K +91 +3%
VPI
2480
Value Partners Investments
Manitoba, Canada
$1.47M +$50K +119 +4%
ECM
2481
English Capital Management
Michigan
$1.47M – – –
SFG
2482
Sovereign Financial Group
Connecticut
$1.46M +$104K +248 +8%
SMI
2483
Shelter Mutual Insurance
Missouri
$1.46M – – –
MCM
2484
MV Capital Management
Maryland
$1.46M -$164K -389 -10%
PMSA
2485
Patrick M. Sweeney & Associates
Illinois
$1.46M -$1.68K -4 -0.1%
RP
2486
Riverwater Partners
Wisconsin
$1.46M -$38.3K -91 -3%
NCM
2487
Northwest Capital Management
Oregon
$1.45M – – –
PRWA
2488
Platte River Wealth Advisors
Colorado
$1.45M – – –
AFT
2489
Alpha Family Trust
California
$1.45M – – –
FG
2490
Fairman Group
Pennsylvania
$1.45M -$88.3K -210 -6%
CG
2491
Clarus Group
Texas
$1.44M – – –
AFS
2492
Access Financial Services
Minnesota
$1.44M +$589K +1,400 +69%
RWI
2493
Red Wave Investments
Pennsylvania
$1.44M -$6.31K -15 -0.4%
AMG
2494
Advisors Management Group
Wisconsin
$1.43M -$80.8K -192 -5%
MFG
2495
Midwest Financial Group
Kansas
$1.43M +$206K +489 +17%
EBA
2496
Eagle Bay Advisors
New York
$1.43M +$700K +1,665 +96%
BCM
2497
Barden Capital Management
Texas
$1.43M -$1.95M -4,631 -58%
OWA
2498
One Wealth Advisors
California
$1.43M +$308K +732 +27%
DWA
2499
Delap Wealth Advisory
Oregon
$1.43M +$1.16M +2,762 +437%
CBOR
2500
Community Bank of Raymore
Missouri
$1.42M +$107K +255 +8%
98 99
100
101 102