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 %
GIP
2601
Greatmark Investment Partners
Georgia
$1.27M -$24K -57 -2%
BWIA
2602
Bryant Woods Investment Advisors
New York
$1.27M -$841 -2 -0.1%
PW
2603
Peninsula Wealth
California
$1.27M +$5.47K +13 +0.4%
BAG
2604
Bridgewealth Advisory Group
California
$1.27M -$453K -1,078 -26%
KNFPWM
2605
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.26M -$64.8K -154 -5%
IA
2606
IAM Advisory
Pennsylvania
$1.26M +$31.1K +74 +3%
CCM
2607
Colorado Capital Management
Colorado
$1.26M -$1.68K -4 -0.1%
HAI
2608
Hennessy Advisors Inc
California
$1.26M – – –
CMANY
2609
Capital Management Associates (New York)
New York
$1.26M +$1.26M +3,000 New
ANB
2610
Amarillo National Bank
Texas
$1.26M -$21K -50 -2%
SFS
2611
Strategic Financial Services
New York
$1.26M +$37.8K +90 +3%
BONST
2612
Bank of Nova Scotia Trust
Ontario, Canada
$1.26M -$144K -343 -10%
TW
2613
Traveka Wealth
California
$1.26M -$710K -1,689 -36%
TA
2614
Tactive Advisors
Florida
$1.25M +$27.8K +66 +2%
TPWA
2615
Twin Peaks Wealth Advisors
California
$1.25M -$33.2K -79 -3%
BRA
2616
Biechele Royce Advisors
Indiana
$1.25M -$45.4K -108 -4%
ITIM
2617
Indiana Trust & Investment Management
Indiana
$1.25M -$7.57K -18 -0.6%
ATFA
2618
All Terrain Financial Advisors
Minnesota
$1.25M +$210K +500 +20%
FC
2619
Farley Capital
New York
$1.25M – – –
BWM
2620
BlackDiamond Wealth Management
New York
$1.25M -$18.1K -43 -1%
EP
2621
Essential Planning
New Hampshire
$1.25M -$2.14K -6 -0.2%
NF
2622
Norwood Financial
Pennsylvania
$1.24M – – –
MHWM
2623
Montz Harcus Wealth Management
Louisiana
$1.24M +$9.25K +22 +0.7%
CTA
2624
Chesley Taft & Associates
Illinois
$1.24M -$4.21K -10 -0.3%
CRIG
2625
Charter Research & Investment Group
Connecticut
$1.24M +$21K +50 +2%
103 104
105
106 107