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 %
CFO
3801
Colony Family Offices
North Carolina
$225K +$225K +534 New
VWMG
3802
Virginia Wealth Management Group
Virginia
$225K +$225K +534 New
SIA
3803
Sit Investment Associates
Minnesota
$224K – – –
CWA
3804
Core Wealth Advisors
Florida
$223K +$3.36K +8 +2%
CP
3805
Castleview Partners
Texas
$222K -$19.8K -47 -8%
WHCFA
3806
William Howard & Co Financial Advisors
Tennessee
$222K +$222K +529 New
CTA
3807
Camelot Technology Advisors
California
$222K +$222K +527 New
TWA
3808
Trellis Wealth Advisors
California
$221K +$221K +526 New
GWSA
3809
Global Wealth Strategies & Associates
Colorado
$221K +$8.83K +21 +4%
NFA
3810
Northern Financial Advisors
Michigan
$220K -$38.7K -92 -15%
MSWMA
3811
Market Street Wealth Management Advisors
Indiana
$220K +$220K +523 New
VPP
3812
Vertex Planning Partners
Illinois
$220K -$78.6K -187 -26%
AI
3813
Auour Investments
Massachusetts
$219K +$219K +521 New
SWM
3814
Seaside Wealth Management
California
$219K +$219K +521 New
LFG
3815
Lockerman Financial Group
California
$219K +$219K +520 New
TCM
3816
TD Capital Management
Tennessee
$219K – – –
VC
3817
Veery Capital
Delaware
$219K +$219K +520 New
PWM
3818
Pacific Wealth Management
California
$218K – – –
ICP
3819
Interchange Capital Partners
Pennsylvania
$218K +$218K +519 New
RRWA
3820
Rainey & Randall Wealth Advisors
Florida
$218K +$218K +518 New
TLA
3821
Tanglewood Legacy Advisors
Texas
$217K +$3.36K +8 +2%
TMWM
3822
Taylor & Morgan Wealth Management
Michigan
$217K +$217K +516 New
PFG
3823
Peterson Financial Group
Iowa
$217K +$217K +516 New
VR
3824
Valued Retirements
Texas
$217K +$217K +515 New
EG
3825
Ellerson Group
Maryland
$217K +$217K +515 New
151 152
153
154 155