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 %
CFIA
3276
Cantor Fitzgerald Investment Advisors
New York
$547K -$84.1K -200 -13%
CIM
3277
Contravisory Investment Management
Massachusetts
$547K -$6.31K -15 -1%
CSPAM
3278
Cary Street Partners Asset Management
Virginia
$547K – – –
WFMPM
3279
Woodley Farra Manion Portfolio Management
Indiana
$545K -$70.2K -167 -11%
AFM
3280
Abbot Financial Management
Massachusetts
$545K -$10.5K -25 -2%
AC
3281
Armistice Capital
New York
$544K +$544K +1,294 New
MKA
3282
M. Kulyk & Associates
Georgia
$543K +$16.8K +40 +3%
CNC
3283
Citizens & Northern Corp
Pennsylvania
$540K +$10.5K +25 +2%
SFS
3284
Starfox Financial Services
Texas
$538K -$6.8K -17 -1%
DIM
3285
DLK Investment Management
California
$537K +$45.4K +108 +9%
HIS
3286
Harvest Investment Services
Illinois
$533K -$9.25K -22 -2%
AWS
3287
Aspen Wealth Strategies
Colorado
$531K – – –
AWM
3288
Aspire Wealth Management
Massachusetts
$529K – – –
WA
3289
Wealthstar Advisors
Texas
$528K +$94.2K +224 +22%
CP
3290
Camelot Portfolios
Ohio
$528K -$2.04M -4,856 -79%
GF
3291
Goodman Financial
Texas
$526K – – –
NCM
3292
Nelson Capital Management
California
$526K -$3.79K -9 -0.7%
GCL
3293
Gouws Capital LLC
North Carolina
$526K -$147K -350 -22%
BA
3294
Bridge Advisory
California
$525K +$3.36K +8 +0.6%
NEPPG
3295
New England Professional Planning Group
Rhode Island
$524K +$230K +546 +78%
RC
3296
RBF Capital
California
$522K – – –
SFG
3297
Sunburst Financial Group
Alabama
$521K +$420 +1 +0.1%
BWP
3298
Bernardo Wealth Planning
Pennsylvania
$520K +$47.5K +113 +10%
CCIA
3299
Cherry Creek Investment Advisors
Colorado
$518K +$8.41K +20 +2%
CF
3300
Convergence Financial
Missouri
$517K -$33.2K -79 -6%
130 131
132
133 134