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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 %
CWP
4026
Curated Wealth Partners
California
– -$726K -2,036 Closed
OWM
4027
Olympus Wealth Management
Utah
– -$685K -1,921 Closed
CW
4028
Cook Wealth
North Carolina
– -$715K -1,898 Closed
I
4029
InceptionR
California
– -$661K -1,854 Closed
XS
4030
XR Securities
Illinois
– -$653K -1,831 Closed
CF
4031
Cantor Fitzgerald
New York
– -$637K -1,786 Closed
BA
4032
Bridgewater Associates
Connecticut
– -$635K -1,781 Closed
MIFH
4033
Migdal Insurance & Financial Holdings
Israel
– -$633K -1,776 Closed
VEA
4034
Virtus ETF Advisers
New York
– -$619K -1,735 Closed
HCM
4035
HMS Capital Management
Tennessee
– -$606K -1,698 Closed
CRI
4036
Colonial River Investments
Virginia
– -$581K -1,628 Closed
RGF
4037
Retirement Guys Formula
Ohio
– -$577K -1,618 Closed
LCWP
4038
Legacy Capital Wealth Partners
Arkansas
– -$545K -1,527 Closed
TWM
4039
Tolleson Wealth Management
Texas
– -$522K -1,464 Closed
MUMSS
4040
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$432K -1,212 Closed
AWP
4041
Atlas Wealth Partners
Pennsylvania
– -$461K -1,195 Closed
FFM
4042
Forum Financial Management
Illinois
– -$424K -1,189 Closed
JAIC
4043
Josh Arnold Investment Consultant
Minnesota
– -$399K -1,120 Closed
BDS
4044
Banco de Sabadell
Florida
– -$400K -1,120 Closed
PRI
4045
Prepared Retirement Institute
Pennsylvania
– -$329K -922 Closed
ACM
4046
Alethea Capital Management
Washington
– -$303K -850 Closed
XT
4047
XTX Topco
Cayman Islands
– -$302K -848 Closed
JSA
4048
Jacobson & Schmitt Advisors
Wisconsin
– -$288K -808 Closed
GFA
4049
Grunden Financial Advisory
Texas
– -$276K -775 Closed
AIM
4050
Aigen Investment Management
New York
– -$261K -733 Closed
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