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 %
AC
3826
Addison Capital
Pennsylvania
$216K +$216K +513 New
SFI
3827
SPC Financial Inc
Maryland
$215K +$215K +512 New
TCM
3828
Towercrest Capital Management
Pennsylvania
$215K +$215K +512 New
BFS
3829
Burkett Financial Services
South Carolina
$215K -$389K -925 -64%
JF
3830
Joule Financial
Kentucky
$215K +$215K +511 New
UFA
3831
US Financial Advisors
Massachusetts
$214K +$214K +510 New
NC
3832
Nixon Capital
Texas
$214K – – –
IPW
3833
Invictus Private Wealth
Colorado
$214K -$34.1K -81 -14%
SI
3834
Saxon Interests
Texas
$213K -$693K -1,648 -77%
RJTCONH
3835
Raymond James Trust Company of New Hampshire
New Hampshire
$212K +$212K +504 New
QCIG
3836
Quad-Cities Investment Group
Iowa
$212K -$21.4K -51 -9%
BWA
3837
BlueSky Wealth Advisors
North Carolina
$212K +$212K +503 New
PSC
3838
Portman Square Capital
United Kingdom
$210K -$104K -247 -33%
DMC
3839
Drexel Morgan & Co
Pennsylvania
$210K -$81.2K -193 -28%
RBCM
3840
Raub Brock Capital Management
California
$210K +$210K +500 New
SLG
3841
Stanley-Laman Group
Pennsylvania
$210K +$210K +500 New
LAI
3842
Legal Advantage Investments
California
$210K +$210K +500 New
RA
3843
RiverTree Advisors
Florida
$210K +$210K +500 New
FOFP
3844
Fee-Only Financial Planning
South Carolina
$210K +$210K +500 New
AWP
3845
Avid Wealth Partners
Texas
$208K +$208K +495 New
RA
3846
Rodgers & Associates
Pennsylvania
$208K +$208K +495 New
PP
3847
Pingora Partners
Wyoming
$208K +$40.8K +97 +24%
LIA
3848
LifePlan Investment Advisors
North Carolina
$207K +$207K +493 New
CC
3849
Copperleaf Capital
North Carolina
$207K +$207K +491 New
BBL
3850
Beck Bode LLC
Massachusetts
$206K +$206K +491 New
152 153
154
155 156