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 %
KA
3301
Kure Advisory
Minnesota
$516K -$331K -787 -39%
FSWA
3302
Financial Synergies Wealth Advisors
Texas
$516K – – –
MAM
3303
MMA Asset Management
Pennsylvania
$516K – – –
SIAG
3304
Safeguard Investment Advisory Group
California
$516K -$2.94K -7 -0.6%
BF
3305
Brogan Financial
Tennessee
$515K +$21K +50 +4%
MAG
3306
M3 Advisory Group
Massachusetts
$515K +$151K +360 +42%
TCMP
3307
Thrive Capital Management (Pennsylvania)
Pennsylvania
$515K -$1.26K -3 -0.2%
RBC
3308
Roble Belko & Company
Pennsylvania
$514K -$40.8K -97 -7%
RWRC
3309
R.W. Roge & Company
New York
$514K – – –
FC
3310
Fusion Capital
South Carolina
$514K -$29.9K -71 -5%
BWM
3311
Baron Wealth Management
Michigan
$513K – – –
LFP
3312
Leeward Financial Partners
Washington
$513K -$79.9K -190 -13%
FFW
3313
Fusion Family Wealth
New York
$511K – – –
TAM
3314
Taurus Asset Management
New York
$510K +$99.7K +237 +24%
SCP
3315
Stamos Capital Partners
California
$509K -$75.7K -180 -13%
SFC
3316
SYM Financial Corp
Indiana
$508K +$18.1K +43 +4%
HWM
3317
Horizons Wealth Management
North Carolina
$508K – – –
HCM
3318
Hengehold Capital Management
Ohio
$508K -$9.25K -22 -2%
ATWA
3319
Arbor Trust Wealth Advisors
Michigan
$507K +$40.9K +100 +9%
NWM
3320
Northcape Wealth Management
New York
$507K – – –
IIM
3321
Ironwood Investment Management
Massachusetts
$507K +$221K +525 +77%
CCA
3322
Cottonwood Capital Advisors
Utah
$506K -$51.2K -128 -9%
MGI
3323
MayTech Global Investments
New York
$506K – – –
C
3324
Covestor
United Kingdom
$506K +$14.3K +34 +3%
C1AG
3325
Client 1st Advisory Group
Florida
$505K -$8.41K -20 -2%
131 132
133
134 135