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 %
KIC
2776
Kensington Investment Counsel
California
$1.03M +$147K +350 +17%
VAM
2777
Verity Asset Management
North Carolina
$1.03M -$63.1K -150 -6%
MAM
2778
Marquette Asset Management
Minnesota
$1.03M +$85.4K +203 +9%
BCM
2779
Boltwood Capital Management
California
$1.03M -$14.7K -35 -1%
JFGLC
2780
Johnson Financial Group LLC (Colorado)
Colorado
$1.03M -$1.04M -2,468 -50%
FA
2781
Fermata Advisors
California
$1.03M -$6.31K -15 -0.6%
CCMI
2782
Creative Capital Management Investments
California
$1.03M – – –
MWA
2783
Monograph Wealth Advisors
California
$1.02M -$226K -537 -18%
EL
2784
Essex LLC
Illinois
$1.02M -$212K -505 -17%
TWG
2785
The Wealth Group
Minnesota
$1.02M -$33.4K -81 -3%
OBWG
2786
Onyx Bridge Wealth Group
New York
$1.02M +$107K +266 +12%
HCP
2787
Hexagon Capital Partners
Arkansas
$1.02M +$90K +214 +10%
CC
2788
Corton Capital
Ontario, Canada
$1.02M +$124K +295 +14%
BCM
2789
BluePath Capital Management
Georgia
$1.02M +$135K +322 +15%
ACA
2790
Affinity Capital Advisors
California
$1.02M – – –
PFG
2791
PAX Financial Group
Texas
$1.02M -$34.5K -82 -3%
MWM
2792
Mascoma Wealth Management
New Hampshire
$1.02M -$4.63K -11 -0.5%
RPSA
2793
Richard P. Slaughter Associates
Texas
$1.02M -$62.7K -149 -6%
PFC
2794
Phocas Financial Corp
California
$1.01M – – –
TIM
2795
Total Investment Management
Arizona
$1.01M +$157K +374 +18%
ZB
2796
Zions Bancorporation
Utah
$1.01M +$45.8K +109 +5%
HFBOT
2797
Home Federal Bank of Tennessee
Tennessee
$1.01M – – –
BWM
2798
BCS Wealth Management
Tennessee
$1.01M -$20.6K -49 -2%
CIM
2799
Chapman Investment Management
California
$1.01M -$129K -306 -11%
WSCM
2800
Wellington Shields Capital Management
New York
$1.01M +$10.5K +25 +1%
110 111
112
113 114