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 %
TRSOTSOK
376
Teachers Retirement System of the State of Kentucky
Kentucky
$63.1M -$2.69M -6,406 -4%
SPIA
377
Steward Partners Investment Advisory
New York
$62.8M +$12.7M +30,158 +25%
MAM
378
Martingale Asset Management
Massachusetts
$62.6M -$3.48M -8,283 -5%
SMDAM
379
Sumitomo Mitsui DS Asset Management
Japan
$62.6M +$2.09M +4,978 +3%
MVIP
380
Mar Vista Investment Partners
California
$62.3M -$2.35M -5,598 -4%
Pacer Advisors
381
Pacer Advisors
Pennsylvania
$62.3M +$6.58M +15,659 +12%
AC
382
Avenir Corporation
Virginia
$61.7M -$2.29M -5,456 -4%
Daiwa Securities Group
383
Daiwa Securities Group
Japan
$61.7M +$5.78M +13,735 +10%
QCM
384
Quantinno Capital Management
New York
$61.7M +$26.6M +63,179 +76%
HP
385
Hosking Partners
United Kingdom
$61.5M -$708K -1,683 -1%
CTC
386
Central Trust Company
Missouri
$61.2M -$249K -591 -0.4%
SWM
387
Segment Wealth Management
Texas
$61.1M +$1.18M +2,817 +2%
SL
388
Summitry LLC
California
$61.1M -$23.1M -55,031 -27%
Wealthfront Advisers
389
Wealthfront Advisers
California
$61M +$1.54M +3,672 +3%
Marshall Wace
390
Marshall Wace
United Kingdom
$60.6M +$60.6M +143,997 +71,286%
FFA
391
First Foundation Advisors
California
$60.5M -$2.22M -5,273 -4%
FCMC
392
Founders Capital Management (Connecticut)
Connecticut
$60.3M -$841K -2,000 -1%
NIM
393
Northeast Investment Management
Massachusetts
$59.7M -$573K -1,363 -1%
Walleye Trading
394
Walleye Trading
New York
$59.7M -$115M -272,948 -66%
Federated Hermes
395
Federated Hermes
Pennsylvania
$59.3M -$16.7M -39,724 -22%
AZ
396
Aquamarine Zurich
Switzerland
$59.1M – – –
WA
397
Waverly Advisors
Alabama
$59.1M +$2.95M +7,024 +5%
LWCA
398
Locust Wood Capital Advisers
New York
$59M -$5.35M -12,723 -8%
PCM
399
Parsons Capital Management
Rhode Island
$58.9M +$201K +477 +0.3%
CCB
400
Cutter & Co Brokerage
Missouri
$58.8M -$364K -866 -0.6%
14 15
16
17 18