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 %
WCFA
3076
Walkner Condon Financial Advisors
Wisconsin
$712K +$146K +346 +26%
FWP
3077
Falcon Wealth Planning
California
$712K -$47.5K -113 -6%
EAM
3078
Eschler Asset Management
United Kingdom
$712K -$547K -1,300 -43%
KBFS
3079
Kohmann Bosshard Financial Services
Ohio
$711K – – –
1IA
3080
1620 Investment Advisors
Massachusetts
$711K +$5.47K +13 +0.8%
FWM
3081
Forza Wealth Management
Florida
$710K – – –
NCTC
3082
New Covenant Trust Company
Indiana
$709K +$709K +1,686 New
RSC
3083
Red Spruce Capital
Pennsylvania
$707K +$123K +292 +21%
WMP
3084
Wealth Management Partners
Arizona
$705K +$1.26K +3 +0.2%
SWM
3085
SilverOak Wealth Management
Minnesota
$701K +$13.5K +32 +2%
PIFP
3086
Partners in Financial Planning
Virginia
$701K +$42.1K +100 +6%
CWM
3087
Campbell Wealth Management
Virginia
$701K +$237K +563 +51%
LSA
3088
L & S Advisors
California
$700K -$9M -21,392 -93%
CFA
3089
CWS Financial Advisors
Michigan
$700K -$356K -846 -34%
CTC
3090
Cetera Trust Company
Minnesota
$699K – – –
OHWP
3091
Oak Harbor Wealth Partners
North Carolina
$699K +$19.3K +46 +3%
PIM
3092
Progressive Investment Management
Oregon
$698K – – –
CRI
3093
Commonwealth Retirement Investments
Virginia
$696K +$39.9K +95 +6%
TCM
3094
Tradewinds Capital Management
Washington
$694K +$2.94K +7 +0.4%
OFS
3095
Orrstown Financial Services
Pennsylvania
$694K +$86.2K +205 +14%
FSC
3096
Full Sail Capital
Oklahoma
$693K -$10.5K -25 -1%
WFO
3097
Wealthgate Family Office
Colorado
$691K – – –
VFG
3098
Victory Financial Group
Texas
$690K -$492K -1,171 -42%
CBC
3099
Coombe, Bender & Co
New York
$690K -$115K -273 -14%
MC
3100
Matisse Capital
Oregon
$690K -$3.79K -9 -0.5%
122 123
124
125 126