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 %
ASG
3751
Ariston Services Group
California
$254K -$3.79K -9 -1%
KWM
3752
Kaydan Wealth Management
Michigan
$254K – – –
RS
3753
Rakuten Securities
Japan
$254K +$86.2K +205 +52%
NME
3754
Notis-McConarty Edward
$252K – – –
MCG
3755
McCollum Christoferson Group
New York
$252K – – –
HHGA
3756
Halbert Hargrove Global Advisors
California
$252K +$252K +599 New
CC
3757
Constitution Capital
Connecticut
$251K +$251K +598 New
BWM
3758
Biltmore Wealth Management
Arizona
$251K – – –
SWMG
3759
Signature Wealth Management Group
Georgia
$250K -$12.6K -31 -5%
HPFG
3760
Hart & Patterson Financial Group
Massachusetts
$249K – – –
WAM
3761
Weinberger Asset Management
California
$248K -$13.9K -33 -5%
DR
3762
Davis Rea
Ontario, Canada
$248K – – –
TBC
3763
Ted Buchan & Co
California
$248K – – –
MWM
3764
MinichMacGregor Wealth Management
New York
$247K – – –
NCM
3765
Narwhal Capital Management
Georgia
$246K -$2.1K -5 -0.8%
FWM
3766
Fonville Wealth Management
Virginia
$246K +$246K +585 New
CAM
3767
Clarity Asset Management
Iowa
$246K – – –
RW
3768
Rockport Wealth
Ohio
$245K +$245K +582 New
WAG
3769
Wallace Advisory Group
California
$244K -$16.1K -45 -6%
WB
3770
West Bancorporation
Iowa
$244K -$515K -1,224 -68%
DW
3771
Durante & Waters
New York
$244K – – –
CBB
3772
Citizens Business Bank
California
$241K – – –
PAG
3773
Paladin Advisory Group
Iowa
$240K -$8.82K -21 -4%
BFP
3774
Brewster Financial Planning
New York
$240K – – –
WAM
3775
Walker Asset Management
Missouri
$240K – – –
149 150
151
152 153