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 %
BAM
2926
Boyar Asset Management
New York
$864K +$59.7K +142 +7%
TAM
2927
Trillium Asset Management
Massachusetts
$862K -$85.3K -203 -9%
CAM
2928
Campion Asset Management
Virginia
$860K +$49.2K +117 +6%
HIM
2929
Hanlon Investment Management
New Jersey
$860K +$111K +263 +15%
BIA
2930
Bigelow Investment Advisors
Maine
$860K -$20.6K -49 -2%
JWM
2931
JPL Wealth Management
Colorado
$859K -$118K -280 -12%
SMA
2932
Seven Mile Advisory
New Jersey
$859K +$19.3K +46 +2%
PF
2933
Prosperitas Financial
California
$857K -$47.5K -113 -5%
MC
2934
Mayar Capital
United Kingdom
$857K – – –
OAJ
2935
Ogorek Anthony Joseph
New York
$857K – – –
AGA
2936
Accuvest Global Advisors
Utah
$857K +$185K +439 +27%
WDG
2937
Wealth Dimensions Group
Ohio
$856K -$73.6K -175 -8%
AFGAS
2938
Allegiance Financial Group Advisory Services
Virginia
$856K +$246K +586 +40%
AFG
2939
ABLE Financial Group
Arizona
$854K +$1.26K +3 +0.1%
MCM
2940
Marsico Capital Management
Colorado
$853K – – –
IA
2941
IMZ Advisory
Florida
$853K +$42.1K +100 +5%
UIA
2942
Ulland Investment Advisors
Minnesota
$853K +$8.41K +20 +1%
NCM
2943
NCM Capital Management
New Jersey
$853K -$3.79K -9 -0.4%
CICC
2944
Capital Investment Counsel (Colorado)
Colorado
$852K +$152K +362 +22%
UWM
2945
USAdvisors Wealth Management
Minnesota
$851K +$1.25K +3 +0.1%
EE
2946
EWG Elevate
California
$851K -$7.15K -17 -0.8%
TWP
2947
Tempus Wealth Planning
California
$849K +$849K +2,019 New
GCM
2948
Gladius Capital Management
Illinois
$848K -$185K -439 -18%
KAM
2949
Knightsbridge Asset Management
California
$846K – – –
HP
2950
Highlander Partners
Texas
$845K +$299K +725 +55%
116 117
118
119 120