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 %
WPW
2751
Warther Private Wealth
Ohio
$1.07M -$37.8K -90 -3%
MSWM
2752
McGlone Suttner Wealth Management
Wisconsin
$1.07M +$33.6K +80 +3%
EIG
2753
Ellenbecker Investment Group
Wisconsin
$1.07M -$36.2K -86 -3%
HFM
2754
Harvest Fund Management
China
$1.06M +$880K +2,093 +478%
CWM
2755
CarsonAllaria Wealth Management
Illinois
$1.06M -$21K -50 -2%
MFGM
2756
Marshall Financial Group (Maryland)
Maryland
$1.06M +$2.94K +7 +0.3%
CWP
2757
Cyndeo Wealth Partners
Florida
$1.06M +$172K +409 +19%
HFW
2758
Horizon Family Wealth
Illinois
$1.06M +$7.15K +17 +0.7%
OPTFSNA
2759
Old Point Trust & Financial Services N A
Virginia
$1.06M +$583K +1,387 +123%
SSWM
2760
Sheets Smith Wealth Management
North Carolina
$1.06M +$144K +343 +16%
MWM
2761
McNaughton Wealth Management
California
$1.05M +$74.4K +177 +8%
IAA
2762
Ironsides Asset Advisors
North Carolina
$1.05M +$293K +697 +39%
DWG
2763
Darden Wealth Group
Michigan
$1.05M +$185K +439 +21%
KIA
2764
KLR Investment Advisors
Rhode Island
$1.05M -$73.2K -179 -7%
WFL
2765
Wealth Forward LLC
North Dakota
$1.05M +$130K +309 +14%
RHAM
2766
Round Hill Asset Management
California
$1.05M – – –
NFP
2767
Narus Financial Partners
Utah
$1.05M +$17.2K +41 +2%
SP
2768
SWS Partners
Ohio
$1.05M +$672K +1,599 +180%
JWM
2769
Jessup Wealth Management
Ohio
$1.04M +$43.3K +103 +4%
RSA
2770
River Street Advisors
Illinois
$1.04M -$35.7K -85 -3%
TF
2771
TLWM Financial
Texas
$1.04M +$86.6K +206 +9%
PWMG
2772
Private Wealth Management Group
New Jersey
$1.04M +$42.1K +100 +4%
WF
2773
Wayfinding Financial
Washington
$1.04M +$33.3K +82 +3%
SEIA
2774
Signature Estate & Investment Advisors
California
$1.04M -$130K -308 -11%
FPF
2775
First Pacific Financial
Washington
$1.04M -$179K -426 -15%
109 110
111
112 113