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 %
BCG
2676
BayBridge Capital Group
California
$1.18M +$34.3K +84 +3%
CSWG
2677
Cardinal Strategic Wealth Guidance
Kentucky
$1.18M -$167K -397 -12%
UFF
2678
USA Financial Formulas
Michigan
$1.17M -$515K -1,225 -31%
SP
2679
Stonebrook Private
Michigan
$1.17M +$269K +640 +30%
FC
2680
Fulcrum Capital
Washington
$1.16M – – –
WJA
2681
Willis Johnson & Associates
Texas
$1.16M -$296K -703 -20%
WFM
2682
Wolff Financial Management
Michigan
$1.16M -$84.1K -200 -7%
FFA
2683
Florida Financial Advisors
Florida
$1.16M -$44.6K -106 -4%
SP
2684
Stablepoint Partners
Massachusetts
$1.16M +$255K +606 +28%
ALAM
2685
Asahi Life Asset Management
Japan
$1.16M -$31.5K -75 -3%
HNWAG
2686
High Net Worth Advisory Group
Florida
$1.16M +$318K +756 +38%
VBFP
2687
Valtinson Bruner Financial Planning
Minnesota
$1.16M -$32K -76 -3%
MAA
2688
Matrix Asset Advisors
New York
$1.16M +$2.1K +5 +0.2%
WAS
2689
WESPAC Advisors SoCal
California
$1.15M +$63.1K +150 +6%
CCP
2690
Cassia Capital Partners
North Carolina
$1.15M +$244K +581 +27%
CFG
2691
CMC Financial Group
Georgia
$1.15M -$61.8K -147 -5%
RB
2692
Rodgers Brothers
Pennsylvania
$1.15M – – –
TWM
2693
Trueblood Wealth Management
Ohio
$1.14M +$77K +183 +7%
SMG
2694
Smart Money Group
Texas
$1.14M +$168K +423 +17%
F4L
2695
Fortune 45 LLC
Louisiana
$1.14M +$19.3K +46 +2%
MAM
2696
McLean Asset Management
Virginia
$1.14M +$3.73K +9 +0.3%
LFA
2697
Legend Financial Advisors
Pennsylvania
$1.14M -$3.36K -8 -0.3%
SIM
2698
SSI Investment Management
California
$1.14M -$11.4K -27 -1%
DWM
2699
Denver Wealth Management
Colorado
$1.14M – – –
ACA
2700
Ackerman Capital Advisors
Texas
$1.13M +$7.15K +17 +0.6%
106 107
108
109 110