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 %
ST
3001
Sageworth Trust
Pennsylvania
$788K -$8.83K -21 -1%
CAAM
3002
Cornerstone Advisors Asset Management
Pennsylvania
$786K – – –
PFP
3003
Paragon Financial Partners
California
$786K – – –
MIA
3004
MainStreet Investment Advisors
Illinois
$784K -$415K -986 -35%
NWA
3005
New World Advisors
Massachusetts
$784K -$104K -247 -12%
THWM
3006
Taylor Hoffman Wealth Management
Virginia
$783K +$7.99K +19 +1%
HIIFS
3007
Harel Insurance Investments & Financial Services
Israel
$780K +$371K +882 +91%
UW
3008
Unique Wealth
Florida
$779K +$200K +475 +34%
CFP
3009
Curran Financial Partners
South Carolina
$778K -$2.1K -5 -0.3%
OFW
3010
Omnia Family Wealth
Florida
$778K +$114K +272 +17%
DP
3011
Dearborn Partners
Illinois
$777K -$1.26K -3 -0.2%
PWSG
3012
Pacific Wealth Strategies Group
California
$775K – – –
MWM
3013
Meritas Wealth Management
California
$774K -$116K -277 -13%
DAM
3014
Diamant Asset Management
Connecticut
$774K -$2.1K -5 -0.3%
OAM
3015
Oak Asset Management
California
$774K -$1.26K -3 -0.2%
SPA
3016
Shore Point Advisors
New Jersey
$774K – – –
FA
3017
Financial Alternatives
California
$772K – – –
ONST
3018
Old North State Trust
North Carolina
$772K +$772K +1,837 New
VFP
3019
Verus Financial Partners
Virginia
$770K – – –
PC
3020
Permit Capital
Pennsylvania
$767K – – –
LC
3021
Landaas & Company
Wisconsin
$766K – – –
SCM
3022
Saxony Capital Management
Missouri
$766K +$265K +630 +53%
KAM
3023
KEB Asset Management
Illinois
$765K -$41.6K -99 -5%
IF
3024
Insight Folios
North Carolina
$762K +$16.4K +39 +2%
UBV
3025
United Bank (Virginia)
Virginia
$762K +$23.5K +56 +3%
119 120
121
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