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 %
PCMF
3401
Private Capital Management (Florida)
Florida
$444K – – –
RCYC
3402
Richard C. Young & Co
Rhode Island
$444K – – –
KFP
3403
Keener Financial Planning
Texas
$443K – – –
CFG
3404
CKW Financial Group
Hawaii
$443K +$12.6K +30 +3%
RPCONE
3405
Retirement Planning Company of New England
Rhode Island
$442K +$37K +88 +9%
GGA
3406
Granite Group Advisors
Connecticut
$442K – – –
AAM
3407
American Asset Management
Florida
$441K -$841 -2 -0.2%
MAM
3408
Marotta Asset Management
Virginia
$441K -$32K -76 -7%
CICI
3409
Capital Investment Counsel Inc
North Carolina
$441K – – –
EA
3410
Echo45 Advisors
California
$440K +$3.36K +8 +0.8%
RWP
3411
Ridgecrest Wealth Partners
California
$439K +$439K +1,044 New
GSIS
3412
Global Strategic Investment Solutions
Arizona
$437K +$58K +138 +15%
FAM
3413
Flaharty Asset Management
Florida
$436K -$22.7K -54 -5%
RWMG
3414
Redwood Wealth Management Group
New Jersey
$436K +$4.21K +10 +1%
PWA
3415
Peterson Wealth Advisors
Utah
$435K +$28.6K +68 +7%
DLHL
3416
Donald L. Hagan LLC
Florida
$434K – – –
SPA
3417
Sherbrooke Park Advisers
New York
$433K -$476K -1,133 -52%
BIA
3418
Biondo Investment Advisors
Pennsylvania
$431K +$431K +1,026 New
SR
3419
Syntax Research
Florida
$431K – – –
OA
3420
Oracle Alpha
Ontario, Canada
$431K +$37.8K +90 +10%
CGFA
3421
Colton Groome Financial Advisors
North Carolina
$429K +$32.4K +77 +8%
CC
3422
Caxton Corporation
New Jersey
$428K -$6.73K -16 -2%
CWM
3423
Collaborative Wealth Management
Florida
$427K -$21K -50 -5%
BMD
3424
Better Money Decisions
New Mexico
$426K -$5.89K -14 -1%
HW
3425
Hamilton Wealth
California
$426K +$21K +50 +5%
135 136
137
138 139