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 %
DI
2901
DDFG Inc
California
$883K +$42.1K +100 +5%
SB
2902
Sunflower Bank
Texas
$882K -$24K -57 -3%
MGAM
2903
McGowan Group Asset Management
Texas
$881K -$7.57K -18 -0.9%
EGWAG
2904
Elwood & Goetz Wealth Advisory Group
Georgia
$880K -$5.47K -13 -0.6%
VIM
2905
Vista Investment Management
Pennsylvania
$879K -$3.79K -9 -0.4%
RFM
2906
Royal Fund Management
Florida
$879K – – –
BWM
2907
BKM Wealth Management
Wisconsin
$878K +$555K +1,320 +172%
CAL
2908
Capital Advisors Ltd
Ohio
$878K +$12.6K +30 +1%
HS
2909
Horan Securities
United States
$878K +$29.9K +71 +4%
BAM
2910
BOS Asset Management
Illinois
$877K -$421K -1,000 -32%
CASC
2911
Coppell Advisory Solutions Corp
Texas
$876K +$876K +2,084 New
OTL
2912
Oak Thistle LLC
New York
$876K -$2.57M -6,112 -75%
BWS
2913
Buck Wealth Strategies
Colorado
$875K +$875K +2,080 New
MADR
2914
Milestones Administradora de Recursos
Brazil
$875K +$875K +2,080 New
DWM
2915
Defined Wealth Management
Oregon
$874K +$7.99K +19 +0.9%
VBWMG
2916
Von Berge Wealth Management Group
California
$874K +$63.1K +150 +8%
APSI
2917
Asset Planning Services Inc
Louisiana
$873K – – –
Aristotle Capital Management
2918
Aristotle Capital Management
California
$873K – – –
PCS
2919
Private Client Services
Kentucky
$871K -$83.7K -199 -9%
CPL
2920
CAP Partners LLC
Tennessee
$870K -$10.5K -25 -1%
LIM
2921
Lagoda Investment Management
New York
$868K – – –
CWM
2922
Cahill Wealth Management
Michigan
$868K +$454K +730 +109%
CIS
2923
Continental Investors Services
Washington
$868K +$13.9K +33 +2%
GWM
2924
Greenhouse Wealth Management
Connecticut
$866K +$24K +57 +3%
WWC
2925
Waypoint Wealth Counsel
Georgia
$865K +$37.4K +89 +5%
115 116
117
118 119