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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 %
C
3976
Consulta
United Kingdom
– -$53.5M -150,000 Closed
MSE
3977
MUFG Securities EMEA
United Kingdom
– -$39.6M -111,000 Closed
CLOS
3978
Compagnie Lombard Odier SCmA
Switzerland
– -$38.2M -106,981 Closed
CU
3979
CQS (US)
New York
– -$31.8M -89,076 Closed
TC
3980
TwinBeech Capital
New York
– -$28.4M -79,715 Closed
AIM
3981
Achmea Investment Management
Netherlands
– -$27.1M -76,076 Closed
QIM
3982
Quantitative Investment Management
Virginia
– -$21.2M -59,401 Closed
FC
3983
FORA Capital
Florida
– -$19.6M -54,867 Closed
Twin Tree Management
3984
Twin Tree Management
Texas
– -$11.4M -31,990 Closed
KAS
3985
Kemnay Advisory Services
New York
– -$10.3M -28,884 Closed
BCA
3986
Bernzott Capital Advisors
California
– -$9.6M -26,906 Closed
GA
3987
GFS Advisors
Texas
– -$8.67M -24,304 Closed
HCA
3988
Harbor Capital Advisors
Illinois
– -$7.29M -20,441 Closed
GWS
3989
Glassman Wealth Services
Virginia
– -$6.6M -18,512 Closed
SSA
3990
Sierra Summit Advisors
Nevada
– -$6.46M -18,126 Closed
TCA
3991
Taconic Capital Advisors
New York
– -$6.06M -17,000 Closed
RAM
3992
RedJay Asset Management
Ontario, Canada
– -$5.71M -16,000 Closed
ECM
3993
ExodusPoint Capital Management
New York
– -$4.94M -13,849 Closed
SC
3994
Searle & Co
Connecticut
– -$4.11M -11,526 Closed
SFFS
3995
Stonehage Fleming Financial Services
Jersey
– -$3.6M -10,096 Closed
PRC
3996
Pearl River Capital
Michigan
– -$3.32M -9,307 Closed
DA
3997
Duality Advisers
Florida
– -$3.31M -9,289 Closed
LA
3998
LBP AM
France
– -$3.02M -8,460 Closed
SWA
3999
Sax Wealth Advisors
New Jersey
– -$2.98M -8,347 Closed
SLWA
4000
San Luis Wealth Advisors
California
– -$2.81M -7,879 Closed
158 159
160
161 162