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 %
CMS
2526
Capital Market Strategies
Florida
$1.38M – – –
FCT
2527
First Community Trust
Iowa
$1.38M +$50.5K +120 +4%
HCC
2528
Hirtle Callaghan & Co
Pennsylvania
$1.38M +$532K +1,266 +63%
EI
2529
Ellevest Inc
New York
$1.38M -$8.83K -21 -0.6%
AIM
2530
Athena Investment Management
California
$1.38M -$421 -1 -0%
WAS
2531
Wealth Advisory Solutions
Indiana
$1.38M +$169K +402 +14%
AWM
2532
Activest Wealth Management
Florida
$1.38M +$1.38M +3,274 New
RFG
2533
RFP Financial Group
Georgia
$1.38M -$341K -811 -20%
FNB
2534
Farmers National Bank
Kentucky
$1.38M -$43.3K -103 -3%
EWA
2535
Elevate Wealth Advisory
Georgia
$1.38M -$421 -1 -0%
GBT
2536
Grove Bank & Trust
Florida
$1.37M -$50.5K -120 -4%
SWM
2537
Shelton Wealth Management
Texas
$1.37M +$164K +390 +14%
HTHT
2538
Hemenway Trust Hemenway Trust
New Hampshire
$1.37M -$59.7K -142 -4%
CMAI
2539
Capital Management Associates Inc
Minnesota
$1.37M -$42.5K -101 -3%
PFWA
2540
Paces Ferry Wealth Advisors
Georgia
$1.37M -$9.25K -22 -0.7%
AWAU
2541
Alliance Wealth Advisors (Utah)
Utah
$1.37M +$61.8K +147 +5%
CIG
2542
Cascade Investment Group
Colorado
$1.37M -$8.41K -20 -0.6%
EL
2543
Envoi LLC
Minnesota
$1.37M +$526K +1,251 +63%
PFT
2544
Providence First Trust
Arizona
$1.37M +$119K +282 +10%
FW
2545
Fairway Wealth
Ohio
$1.36M – – –
IA
2546
IFG Advisors
Missouri
$1.36M – – –
E
2547
ETFidea
New York
$1.36M – – –
SFP
2548
Shepherd Financial Partners
Massachusetts
$1.36M +$24.8K +59 +2%
PCM
2549
Pennsylvania Capital Management
Pennsylvania
$1.36M -$420K -999 -24%
IWA
2550
Inspirion Wealth Advisors
Illinois
$1.36M -$116K -276 -8%
100 101
102
103 104