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 %
BMCM
3351
Burns Matteson Capital Management
New York
$486K +$55.1K +131 +13%
ABP
3352
Arthur B. Page
$486K -$46.3K -110 -9%
BAMG
3353
Brand Asset Management Group
Missouri
$486K +$7.99K +19 +2%
MPW
3354
Melone Private Wealth
Michigan
$484K – – –
CB
3355
Centennial Bank
Arkansas
$484K – – –
CSIA
3356
Charles Schwab Investment Advisory
California
$482K +$32.4K +77 +7%
MMM
3357
Mendel Money Management
Illinois
$482K -$20.6K -49 -4%
WCWM
3358
Willow Creek Wealth Management
California
$481K -$149K -355 -24%
SSW
3359
Stone Summit Wealth
Florida
$477K -$42.1K -100 -8%
AP
3360
Aspect Partners
Virginia
$476K +$421 +1 +0.1%
HIM
3361
Hillsdale Investment Management
Ontario, Canada
$473K +$148K +353 +46%
AWA
3362
Alaska Wealth Advisors
Alaska
$472K -$58K -138 -11%
BFWM
3363
Bright Futures Wealth Management
New York
$472K +$472K +1,158 New
BHWA
3364
Beacon Harbor Wealth Advisors
Virginia
$472K – – –
CVA
3365
Central Valley Advisors
California
$472K – – –
DAC
3366
Dividend Assets Capital
South Carolina
$470K -$7.57K -18 -2%
GWM
3367
GoalFusion Wealth Management
Texas
$469K – – –
UAML
3368
US Asset Management LLC
Pennsylvania
$469K -$8.83K -21 -2%
BMMM
3369
Boston Mountain Money Management
Arkansas
$469K +$469K +1,115 New
BA
3370
Ballew Advisors
Mississippi
$469K +$409 +1 +0.1%
MPPLM
3371
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$468K -$3.79K -9 -0.8%
TAM
3372
TCP Asset Management
Ohio
$468K +$8.41K +20 +2%
MWM
3373
Mission Wealth Management
California
$467K +$467K +1,111 New
LFPWM
3374
Leicht Financial Planning & Wealth Management
New Jersey
$467K +$13K +31 +3%
MC
3375
McCarthy & Cox
Ohio
$467K +$467K +1,110 New
133 134
135
136 137