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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 %
CG
4001
Cynosure Group
Utah
– -$2.77M -7,764 Closed
ORAM
4002
One River Asset Management
Connecticut
– -$2.49M -6,991 Closed
BHCM
4003
Brevan Howard Capital Management
Jersey
– -$2.33M -6,535 Closed
MCA
4004
Magnolia Capital Advisors
Mississippi
– -$2.51M -6,483 Closed
QCM
4005
Qsemble Capital Management
New York
– -$2.25M -6,296 Closed
KI
4006
Keystone Investors
Singapore
– -$2.12M -5,946 Closed
IFU
4007
iSAM Funds (UK)
United Kingdom
– -$2M -5,602 Closed
PCM
4008
Prana Capital Management
Connecticut
– -$1.93M -5,410 Closed
BWA
4009
Burt Wealth Advisors
Maryland
– -$1.92M -5,386 Closed
BCM
4010
Barometer Capital Management
Ontario, Canada
– -$1.78M -5,000 Closed
PCIG
4011
Partners Capital Investment Group
Massachusetts
– -$1.64M -4,587 Closed
ECU
4012
Eisler Capital (UK)
United Kingdom
– -$1.6M -4,478 Closed
AGM
4013
Alpine Global Management
New York
– -$1.58M -4,418 Closed
FNWM
4014
Financial Network Wealth Management
Utah
– -$1.46M -4,101 Closed
ERWM
4015
Elk River Wealth Management
Colorado
– -$1.43M -4,000 Closed
AI
4016
Atom Investors
Texas
– -$1.3M -3,653 Closed
CWM
4017
Curi Wealth Management
North Carolina
– -$1.14M -3,201 Closed
MS
4018
Maven Securities
Jersey
– -$1.09M -3,070 Closed
CSIA
4019
Carl Stuart Investment Advisor
Texas
– -$1.01M -2,818 Closed
RP
4020
Riverbridge Partners
Minnesota
– -$974K -2,730 Closed
OHWA
4021
Oak Hill Wealth Advisors
Virginia
– -$941K -2,638 Closed
MCB
4022
Morton Community Bank
Illinois
– -$919K -2,576 Closed
OCAM
4023
Onex Canada Asset Management
Ontario, Canada
– -$880K -2,468 Closed
GIC
4024
GFI Investment Counsel
Ontario, Canada
– -$878K -2,461 Closed
WMSA
4025
Weiss Multi-Strategy Advisers
New York
– -$857K -2,402 Closed
159 160
161
162 163