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 %
AAS
3526
Asset Allocation Strategies
Michigan
$368K +$368K +876 New
PCA
3527
Providence Capital Advisors
North Carolina
$368K – – –
GWA
3528
Gibson Wealth Advisors
Texas
$368K +$368K +875 New
FAM
3529
Family Asset Management
South Carolina
$368K +$14.3K +34 +4%
BRG
3530
Bay Rivers Group
Virginia
$366K – – –
HWM
3531
Howard Wealth Management
Connecticut
$366K +$17.2K +41 +5%
AFTS
3532
American Financial & Tax Strategies
New York
$365K -$20.2K -48 -5%
WWP
3533
Waypoint Wealth Partners
California
$365K -$124K -296 -25%
SJIM
3534
St. Johns Investment Management
Florida
$364K – – –
TAM
3535
Tucker Asset Management
Colorado
$364K +$133K +316 +58%
ASW
3536
Astoria Strategic Wealth
Texas
$363K – – –
BWM
3537
Boyd Wealth Management
California
$363K – – –
AA
3538
AlphaMark Advisors
Kentucky
$362K +$21K +50 +6%
MWPCG
3539
Measured Wealth Private Client Group
New Hampshire
$362K – – –
SFPG
3540
Stonebridge Financial Planning Group
Florida
$362K – – –
MCM
3541
MontVue Capital Management
Virginia
$361K -$119K -283 -25%
SRL
3542
Scientech Research LLC
New Jersey
$359K +$359K +854 New
APC
3543
Aspire Private Capital
North Carolina
$358K +$420 +1 +0.1%
VWM
3544
Valley Wealth Managers
New Jersey
$358K -$181K -431 -34%
NFA
3545
Northwest Financial Advisors
Virginia
$358K – – –
AT
3546
Arvest Trust
Oklahoma
$358K -$43.3K -103 -11%
LNWWM
3547
Laird Norton Wetherby Wealth Management
California
$357K – – –
PP
3548
Paloma Partners
Connecticut
$357K +$357K +849 New
MFS
3549
Mirabella Financial Services
United Kingdom
$355K +$355K +849 New
GCM
3550
Genus Capital Management
British Columbia, Canada
$355K +$355K +845 New
140 141
142
143 144