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 %
Members Trust
2801
Members Trust
Florida
$1.01M -$69.8K -166 -6%
RP
2802
Rowlandmiller & Partners
Georgia
$1.01M – – –
AFAS
2803
Acorn Financial Advisory Services
Virginia
$1.01M -$358K -852 -26%
EW
2804
Element Wealth
Mississippi
$1M -$28.2K -67 -3%
RAM
2805
Riggs Asset Management
Pennsylvania
$1,000K -$13.5K -32 -1%
WFA
2806
WMG Financial Advisors
Tennessee
$998K +$72.3K +172 +8%
EA
2807
Eclectic Associates
California
$997K +$271K +645 +37%
CWA
2808
Consilio Wealth Advisors
Washington
$997K +$83.7K +199 +9%
EWM
2809
Elite Wealth Management
Washington
$995K +$995K +2,365 New
GA
2810
Greenspring Advisors
Maryland
$992K +$210K +500 +27%
RGI
2811
River Global Investors
United Kingdom
$989K -$1.9M -4,518 -66%
LRWA
2812
Long Run Wealth Advisors
New York
$988K – – –
COI
2813
Connable Office Inc
Michigan
$988K +$988K +2,350 New
BP
2814
Broadleaf Partners
Ohio
$984K – – –
CP
2815
Canopy Partners
Ohio
$983K +$255K +607 +35%
SFP
2816
Sterling Financial Planning
New Jersey
$979K -$106K -251 -10%
MPW
2817
MGO Private Wealth
California
$978K -$82.8K -197 -8%
RIP
2818
RAM Investment Partners
Washington
$978K +$23.1K +55 +2%
FIC
2819
Family Investment Center
Missouri
$977K +$18.5K +44 +2%
WWM
2820
Wagner Wealth Management
South Carolina
$976K +$10.5K +25 +1%
LGA
2821
Lebenthal Global Advisors
New York
$976K -$306K -728 -24%
LL
2822
LWMG LLC
Minnesota
$975K -$43.7K -104 -4%
SAG
2823
Spotlight Asset Group
Illinois
$974K +$13K +31 +1%
RCM
2824
Radnor Capital Management
Pennsylvania
$974K -$6.31K -15 -0.6%
ML
2825
McAdam LLC
Pennsylvania
$973K -$75.7K -180 -7%
111 112
113
114 115