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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 %
SGWM
4051
Sterling Group Wealth Management
California
– -$251K -705 Closed
ARIS
4052
Advanced Research Investment Solutions
California
– -$251K -703 Closed
AWM
4053
Arista Wealth Management
Nevada
– -$237K -665 Closed
IWM
4054
Iams Wealth Management
Nebraska
– -$236K -663 Closed
NG
4055
NatWest Group
United Kingdom
– -$234K -657 Closed
EBT
4056
Enterprise Bank & Trust
Massachusetts
– -$227K -636 Closed
TW
4057
Towerpoint Wealth
California
– -$216K -606 Closed
BA
4058
Brightwater Advisory
Florida
– -$215K -603 Closed
VRM
4059
Vectors Research Management
New York
– -$210K -590 Closed
BIA
4060
Barry Investment Advisors
Massachusetts
– -$208K -584 Closed
MFP
4061
Meridian Financial Partners
Virginia
– -$210K -579 Closed
RFA
4062
RTD Financial Advisors
Pennsylvania
– -$207K -579 Closed
QCI
4063
Quaker Capital Investments
Pennsylvania
– -$168K -470 Closed
BI
4064
Bramshill Investments
Florida
– -$134K -377 Closed
LPP
4065
Life Planning Partners
Florida
– -$123K -344 Closed
RVM
4066
Robinson Value Management
Texas
– -$111K -310 Closed
A
4067
AJOVista
Massachusetts
– -$62.1K -174 Closed
AWM
4068
Able Wealth Management
New Jersey
– -$61.7K -173 Closed
DCM
4069
Davidson Capital Management
Texas
– -$44.9K -126 Closed
WTG
4070
West Tower Group
Virginia
– -$32.8K -92 Closed
TFG
4071
Team Financial Group
California
– -$21K -59 Closed
CW
4072
Cooksen Wealth
Texas
– -$18.2K -51 Closed
LFA
4073
Livelsberger Financial Advisory
Ohio
– -$17.8K -50 Closed
IUHSA
4074
Itau Unibanco Holding S.A.
Brazil
– -$715 -2 Closed
BCMIO
4075
Beacon Capital Management Inc (Ohio)
Ohio
– -$34 – –
159 160 161 162
163