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 %
TI
2551
tru Independence
Oregon
$1.36M – – –
VL
2552
Vima LLC
Michigan
$1.35M +$1.35M +3,065 New
SFS
2553
Security Financial Services
Indiana
$1.35M +$8.83K +21 +0.7%
MI
2554
Motiv8 Investments
Florida
$1.35M +$715K +1,701 +113%
HFS
2555
Heritage Financial Services
Massachusetts
$1.34M +$79.5K +189 +6%
RRCM
2556
Rappaport Reiches Capital Management
Illinois
$1.34M – – –
MLFP
2557
MPS Loria Financial Planners
Illinois
$1.34M -$27.8K -66 -2%
VST
2558
Van Strum & Towne
California
$1.34M – – –
HWM
2559
Hohimer Wealth Management
Washington
$1.34M +$21K +50 +2%
LK
2560
Lumbard & Kellner
New Hampshire
$1.34M – – –
IF
2561
Integrity Financial
Wyoming
$1.33M +$96.3K +229 +8%
TCWA
2562
Turtle Creek Wealth Advisors
Texas
$1.33M +$67.7K +161 +5%
WIM
2563
Westside Investment Management
California
$1.33M +$20.6K +49 +2%
HGWM
2564
Horst & Graben Wealth Management
Oregon
$1.33M +$841 +2 +0.1%
WFAG
2565
Wescott Financial Advisory Group
Pennsylvania
$1.33M -$60.6K -144 -4%
EB
2566
Eastern Bank
Massachusetts
$1.33M +$204K +484 +18%
TI
2567
Trigran Investments
Illinois
$1.32M – – –
W
2568
Wealthquest
Ohio
$1.32M +$143K +339 +12%
EIP
2569
Easterly Investment Partners
Massachusetts
$1.32M -$6.81M -16,184 -84%
D
2570
Diversified
Delaware
$1.32M +$106K +252 +9%
CCM
2571
Campbell Capital Management
Florida
$1.32M – – –
BMC
2572
Beaton Management Company
Massachusetts
$1.32M -$19.3K -46 -1%
GHA
2573
Granite Harbor Advisors
Texas
$1.32M +$13K +31 +1%
WFA
2574
Wellspring Financial Advisors
Ohio
$1.31M +$153K +364 +13%
GHA
2575
GW Henssler & Associates
Georgia
$1.31M -$247K -588 -16%
101 102
103
104 105