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 %
FCI
326
Financial Counselors Inc
Kansas
$76.8M +$4.71M +11,203 +7%
WHG
327
Westwood Holdings Group
Texas
$75.2M -$5.92M -14,084 -7%
SIC
328
Salem Investment Counselors
North Carolina
$74.8M +$1.37M +3,264 +2%
UONDDL
329
University of Notre Dame du Lac
Indiana
$74.8M -$25.8M -61,250 -26%
Axa
330
Axa
France
$74.5M -$9.27M -22,033 -11%
AP
331
Archon Partners
New Jersey
$74.3M – – –
CF
332
Canoe Financial
Alberta, Canada
$74.1M -$1.05M -2,496 -1%
LWCFA
333
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73.9M +$165K +403 +0.2%
MAA
334
Mraz Amerine & Associates
California
$73.6M -$2.44M -5,813 -3%
CIC
335
Carnegie Investment Counsel
Ohio
$73.5M -$657K -1,563 -0.9%
OP
336
Oldfield Partners
United Kingdom
$73.3M -$16.4M -39,106 -18%
AIM
337
Allen Investment Management
New York
$72.2M -$271K -644 -0.4%
BMO
338
Beck Mack & Oliver
New York
$72M -$1.92M -4,568 -3%
SCP
339
Seizert Capital Partners
Michigan
$71.9M +$624K +1,484 +0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
340
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$71.9M -$57.5M -136,678 -44%
OSAM
341
O'Shaughnessy Asset Management
Connecticut
$71M +$5.88M +13,985 +9%
EIA
342
Edgemoor Investment Advisors
Maryland
$71M -$136K -323 -0.2%
JCM
343
Jacobi Capital Management
Pennsylvania
$71M +$2.01M +4,780 +3%
MIM
344
Miller Investment Management
Pennsylvania
$70.8M +$338K +804 +0.5%
ACI
345
Alpha Cubed Investments
California
$70.6M +$1.84M +4,380 +3%
SJIC
346
St. James Investment Company
Texas
$70.2M -$7.94M -18,870 -10%
PGFC
347
Peapack-Gladstone Financial Corp
New Jersey
$70.2M +$772K +1,836 +1%
NA
348
NewEdge Advisors
Louisiana
$70.1M +$508K +1,208 +0.7%
IFS
349
Intelligent Financial Strategies
Minnesota
$70M +$4.22M +10,034 +6%
BNP Paribas Asset Management
350
BNP Paribas Asset Management
France
$69.7M -$2.73M -6,498 -4%
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