Berkshire Hathaway Class B
BRK.B
4,003 hedge funds and large institutions have $356B invested in Berkshire Hathaway Class B in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 1,600 increasing their positions, 1,580 reducing their positions, and 103 closing their positions.
135% more first-time investments, than exits
New positions opened: 242 | Existing positions closed: 103
86% more call options, than puts
Call options by funds: $8.72B | Put options by funds: $4.68B
14% more capital invested
Capital invested by funds: $312B → $356B (+$43.9B)
11% more funds holding in top 10
Funds holding in top 10: 659 → 729 (+70)
2% more funds holding
Funds holding: 3,919 → 4,003 (+84)
1% more repeat investments, than reductions
Existing positions increased: 1,600 | Existing positions reduced: 1,580
1.7% less ownership
Funds ownership: 67.01% → 65.31% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$1.83B |
| 2 |
BlackRock
New York
|
+$899M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$464M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$454M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$411M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.83B |
| 2 |
Gates Foundation Trust
Kirkland,
Washington
|
-$1.03B |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$714M |
| 4 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$376M |
| 5 |
HHII
H&H International Investment
Palo Alto,
California
|
-$257M |
BRK.B Hedge Fund Activity: Q1 2024 in Review
4,003 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2024, worth a combined $356B — up 14% from $312B a quarter earlier.
Buyers outnumbered sellers: 242 funds opened new BRK.B positions and 103 closed out — a net gain of 139 holders — while 1,600 added to existing stakes and 1,580 trimmed.
The largest buyer was Global Assets Advisory, adding an estimated $1.83B. The largest seller was Morgan Stanley, cutting an estimated $8.83B.
- 4,003 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2024, up from 3,919 in Q4 2023.
- Funds reported $356B of Berkshire Hathaway Class B stock for Q1 2024, up 14% quarter-over-quarter.
- 242 funds opened new Berkshire Hathaway Class B positions in Q1 2024 and 103 closed out, a net change of +139 holders.
- The largest Berkshire Hathaway Class B buyer in Q1 2024 was Global Assets Advisory, an estimated $1.83B added.
- The largest Berkshire Hathaway Class B seller in Q1 2024 was Morgan Stanley, an estimated $8.83B sold.
Based on aggregated 13F filings for Q1 2024.