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 %
MPCG
3051
Matrix Private Capital Group
New York
$738K -$58K -138 -7%
BWA
3052
BlueChip Wealth Advisors
Georgia
$737K – – –
SWM
3053
Sendero Wealth Management
Texas
$736K +$34.1K +81 +5%
UL
3054
Unionview LLC
Washington
$734K – – –
MHR
3055
Matthew Hamilton Rosenberg
$734K -$27.3K -65 -4%
GFG
3056
Goldstone Financial Group
Illinois
$733K -$39.9K -95 -5%
TPWM
3057
Twelve Points Wealth Management
Massachusetts
$731K -$3.36K -8 -0.5%
HPM
3058
Hoxton Planning & Management
West Virginia
$730K +$27.3K +65 +4%
CCM
3059
Cohen Capital Management
California
$730K +$186K +442 +34%
CS
3060
Capital Square
Tennessee
$728K – – –
GWM
3061
GDS Wealth Management
Texas
$728K +$421 +1 +0.1%
FWM
3062
FMB Wealth Management
California
$726K – – –
ORG
3063
Optimist Retirement Group
Washington
$725K +$26.5K +63 +4%
CFO
3064
Collective Family Office
Pennsylvania
$724K +$181K +430 +33%
AW
3065
Atlas Wealth
Ohio
$724K +$12.6K +30 +2%
C
3066
CEDRUS
Colorado
$723K +$58K +138 +9%
GWWM
3067
Great Waters Wealth Management
Minnesota
$723K +$106K +252 +17%
WSWA
3068
Warren Street Wealth Advisors
California
$722K +$9.25K +22 +1%
RWG
3069
Ratio Wealth Group
Colorado
$721K – – –
SWRP
3070
Summit Wealth & Retirement Planning
California
$721K +$270K +643 +60%
CCM
3071
Carderock Capital Management
Maryland
$719K +$221K +525 +44%
PSIWM
3072
Paradigm Strategies in Wealth Management
Minnesota
$719K – – –
WPC
3073
White Pine Capital
Minnesota
$718K +$71.8K +181 +11%
PFG
3074
Prosperity Financial Group
California
$718K +$52.6K +125 +8%
RCM
3075
Raleigh Capital Management
North Carolina
$715K +$87K +207 +14%
121 122
123
124 125