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 %
JCM
2701
Jacobsen Capital Management
Utah
$1.13M +$3.36K +8 +0.3%
TFP
2702
Triune Financial Partners
Kansas
$1.13M – – –
PMA
2703
Prudent Man Advisors
Illinois
$1.13M +$1.13M +2,614 New
CCP
2704
Clarkston Capital Partners
Michigan
$1.13M +$30.7K +73 +3%
UWPG
2705
Ullmann Wealth Partners Group
Florida
$1.13M +$36.6K +87 +3%
DC
2706
Dantai Capital
Hong Kong
$1.13M -$513K -1,220 -31%
CCP
2707
Carmel Capital Partners
California
$1.12M -$31.5K -75 -3%
OLA
2708
Oliver Luxxe Assets
New Jersey
$1.12M -$69.8K -166 -6%
FW
2709
FirstPurpose Wealth
Utah
$1.12M +$11.5K +28 +1%
WG
2710
Wealth Group
North Carolina
$1.12M +$1.12M +2,664 New
SFM
2711
Signet Financial Management
New Jersey
$1.12M +$295K +701 +36%
TIM
2712
Triad Investment Management
California
$1.12M -$71.9K -171 -6%
CAM
2713
Creekmur Asset Management
Illinois
$1.12M -$37K -88 -3%
LS
2714
Livforsakringsbolaget Skandia
Sweden
$1.11M – – –
RWA
2715
Redmont Wealth Advisors
Illinois
$1.11M -$107K -254 -9%
CUAMC
2716
China Universal Asset Management Company
China
$1.11M +$1.11M +2,632 New
WF
2717
Warner Financial
Maryland
$1.11M – – –
IA
2718
Inspire Advisors
Idaho
$1.11M -$49.2K -117 -4%
PSFG
2719
Prairie Sky Financial Group
Illinois
$1.11M +$235K +560 +27%
SAM
2720
Synergy Asset Management
Washington
$1.1M -$13.5M -32,198 -92%
MNBTD
2721
Moody National Bank Trust Division
Texas
$1.1M -$21K -50 -2%
CHJWM
2722
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.1M – – –
SCM
2723
Seascape Capital Management
New Hampshire
$1.1M -$420 -1 -0%
FMP
2724
Financial Management Professionals
Texas
$1.1M -$31.5K -75 -3%
WPA
2725
West Paces Advisors
Georgia
$1.1M +$646K +1,536 +143%
107 108
109
110 111