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 %
FFA
2651
Fi3 Financial Advisors
Indiana
$1.21M +$96.6K +241 +9%
SWP
2652
ShoreHaven Wealth Partners
New Jersey
$1.21M +$103K +245 +9%
FB
2653
First Bancorp
Maine
$1.2M +$27.3K +65 +2%
MIM
2654
MTM Investment Management
South Carolina
$1.2M +$484K +1,150 +67%
BHBT
2655
Burke & Herbert Bank & Trust
Virginia
$1.2M -$58K -138 -5%
CWA
2656
Centennial Wealth Advisory
Michigan
$1.2M +$257K +612 +27%
PSP
2657
Pacific Sage Partners
Washington
$1.2M -$17.7K -42 -1%
CPW
2658
Catalyst Private Wealth
California
$1.2M +$191K +454 +19%
S
2659
Sachetta
Massachusetts
$1.19M – – –
SFC
2660
Sprinkle Financial Consultants
Colorado
$1.19M -$12.6K -30 -1%
IFAM
2661
Institutional & Family Asset Management
Colorado
$1.19M -$421 -1 -0%
RFA
2662
Rollins Financial Advisors
New York
$1.19M +$189K +449 +19%
ACM
2663
Argent Capital Management
Missouri
$1.19M -$75.7K -180 -6%
OPWM
2664
Oakwell Private Wealth Management
Texas
$1.19M +$51.3K +122 +5%
CIG
2665
Cairn Investment Group
Washington
$1.19M +$42K +100 +4%
SMH
2666
Sanders Morris Harris
Texas
$1.19M +$1.19M +2,825 New
SG
2667
Strid Group
Pennsylvania
$1.19M -$26.1K -62 -2%
DCM
2668
Davis Capital Management
Florida
$1.19M -$7.14K -17 -0.6%
PFA
2669
Pathway Financial Advisers
Indiana
$1.18M -$151K -358 -11%
FZCM
2670
Flynn Zito Capital Management
New York
$1.18M -$42.1K -100 -3%
VC
2671
Veracity Capital
Georgia
$1.18M +$87K +207 +8%
FCB
2672
First County Bank
Connecticut
$1.18M +$5.47K +13 +0.5%
GSB
2673
Greenfield Savings Bank
Massachusetts
$1.18M – – –
RHJA
2674
Rice Hall James & Associates
California
$1.18M – – –
Two Sigma Advisers
2675
Two Sigma Advisers
New York
$1.18M +$1.18M +2,800 New
105 106
107
108 109