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 %
JFL
251
Jarislowsky, Fraser Ltd
Quebec, Canada
$108M -$5.55M -13,206 -5%
VLKIM
252
Van Lanschot Kempen Investment Management
Netherlands
$108M -$53.9M -128,286 -33%
RI
253
RWWM Inc
California
$108M -$8.53M -20,281 -7%
RMDI
254
R.M. Davis Inc
Maine
$108M -$239K -568 -0.2%
MAM
255
Madison Asset Management
Wisconsin
$108M -$731K -1,739 -0.7%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$107M +$4.82M +11,454 +5%
URS
257
Utah Retirement Systems
Utah
$107M +$79.5K +189 +0.1%
CVM
258
Cheviot Value Management
California
$107M +$58K +138 +0.1%
UCFA
259
United Capital Financial Advisors
Texas
$106M +$698K +1,659 +0.7%
DMIC
260
Dixon Mitchell Investment Counsel
British Columbia, Canada
$106M -$1.02M -2,431 -1%
NHC
261
Nicholas Hoffman & Company
Georgia
$105M +$4.09M +9,722 +4%
OWP
262
Obermeyer Wealth Partners
Colorado
$105M -$2.22M -5,270 -2%
NYLIM
263
New York Life Investment Management
New York
$104M -$4.02M -9,565 -4%
Barrow, Hanley, Mewhinney & Strauss
264
Barrow, Hanley, Mewhinney & Strauss
Texas
$104M -$519K -1,233 -0.5%
HNB
265
Huntington National Bank
Ohio
$103M +$6.74M +16,035 +7%
CAG
266
Crestwood Advisors Group
Massachusetts
$102M +$1.35M +3,213 +1%
TH
267
TCTC Holdings
Texas
$102M -$2.04M -4,853 -2%
N
268
Natixis
France
$102M +$57.3M +136,221 +128%
MIP
269
Mondrian Investment Partners
United Kingdom
$101M -$19.4M -46,234 -16%
HI
270
Hendershot Investments
Virginia
$101M -$159K -379 -0.2%
MOACM
271
Mutual of America Capital Management
New York
$100M -$2.05M -4,881 -2%
MML Investors Services
272
MML Investors Services
Massachusetts
$100M +$686K +1,631 +0.7%
BIM
273
Bridges Investment Management
Nebraska
$99.6M -$745K -1,772 -0.7%
TAM
274
Tocqueville Asset Management
New York
$99M -$132K -315 -0.1%
QPBE
275
Quintet Private Bank (Europe)
Luxembourg
$98.8M +$98.8M +203,677 New
9 10
11
12 13