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 %
FAM
3851
Frontier Asset Management
Wyoming
$206K +$206K +491 New
BDFN
3852
Bond & Devick Financial Network
Minnesota
$206K -$116K -277 -36%
VV
3853
Verity & Verity
South Carolina
$206K +$206K +489 New
SHFA
3854
SS&H Financial Advisors
Michigan
$205K +$205K +488 New
WAM
3855
WealthTrust Asset Management
Florida
$205K -$84.1K -200 -29%
CMBA
3856
C.M. Bidwell & Associates
Hawaii
$204K -$2.1K -5 -1%
OCFG
3857
O'Connor Financial Group
Illinois
$204K +$204K +486 New
SCI
3858
Silver Coast Investments
United States
$204K +$204K +484 New
BG
3859
Benedetti & Gucer
Georgia
$203K +$203K +483 New
LSC
3860
Lesa Sroufe & Co
Washington
$202K +$202K +480 New
PFS
3861
Prospect Financial Services
New York
$202K +$202K +480 New
CCG
3862
Chatham Capital Group
Georgia
$202K +$202K +480 New
CWA
3863
Cascade Wealth Advisors
Washington
$202K +$202K +500 New
FWS
3864
FinDec Wealth Services
California
$201K +$201K +478 New
TDC
3865
Thompson Davis & Co
Virginia
$201K +$201K +478 New
FMTCOCP
3866
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$201K – – –
OWM
3867
Orgel Wealth Management
Wisconsin
$201K -$42.5K -101 -17%
HWM
3868
HRC Wealth Management
Idaho
$201K +$201K +477 New
RL
3869
Rogco LP
Oklahoma
$200K -$17.7K -42 -8%
EAM
3870
Erste Asset Management
Austria
$200K +$12.6K +30 +7%
MLA
3871
MB, Levis & Associates
Pennsylvania
$199K – – –
Loomis, Sayles & Company
3872
Loomis, Sayles & Company
Massachusetts
$197K +$3.78K +9 +2%
PCTC
3873
Perkins Coie Trust Company
Washington
$196K -$125K -297 -39%
DF
3874
Dunhill Financial
United Kingdom
$181K +$12.2K +29 +7%
DPW
3875
DiNuzzo Private Wealth
Pennsylvania
$176K +$421 +1 +0.2%
153 154
155
156 157