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 %
G
3476
Gainplan
Michigan
$398K -$841 -2 -0.2%
MLIC
3477
Mandatum Life Insurance Company
Finland
$398K – – –
RSS
3478
Rosenblum Silverman Sutton
California
$397K +$2.52K +6 +0.6%
WOC
3479
West Oak Capital
California
$397K – – –
BSHC
3480
Breed's Hill Capital
Massachusetts
$397K +$2.1K +5 +0.5%
SFG
3481
Synergy Financial Group
California
$396K +$9.67K +23 +3%
RWM
3482
Rockline Wealth Management
New York
$395K -$2.94K -7 -0.7%
TFA
3483
Toth Financial Advisory
Virginia
$395K +$10.5K +25 +3%
BFAG
3484
Blackston Financial Advisory Group
Florida
$395K -$248K -589 -39%
ACM
3485
Advance Capital Management
Michigan
$395K +$73.2K +174 +23%
CWM
3486
C2C Wealth Management
Arizona
$393K -$151K -360 -28%
GOCP
3487
Great Oak Capital Partners
Massachusetts
$392K -$4.21K -10 -1%
APWA
3488
Atlas Private Wealth Advisors
New Jersey
$392K -$308K -732 -44%
PIM
3489
Provident Investment Management
Michigan
$391K +$46.3K +110 +13%
TF
3490
Talbot Financial
Washington
$391K +$101K +240 +35%
CFSG
3491
Clark Financial Services Group
Missouri
$390K -$2.1K -5 -0.5%
BAM
3492
Bellevue Asset Management
Washington
$390K – – –
IIM
3493
Ipswich Investment Management
Massachusetts
$389K – – –
PA
3494
Prism Advisors
California
$389K – – –
AHB
3495
Abner Herrman & Brock
New Jersey
$388K – – –
WFS
3496
Widmann Financial Services
Maryland
$387K – – –
IAS
3497
Investment Advisory Services
Texas
$386K +$7.57K +18 +2%
SFS
3498
Sharp Financial Services
Pennsylvania
$384K -$18.1K -43 -4%
ZAM
3499
Zevin Asset Management
Massachusetts
$384K -$38.2K -91 -9%
MCM
3500
Monument Capital Management
Virginia
$384K – – –
138 139
140
141 142