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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 %
LAM
401
Lountzis Asset Management
Pennsylvania
$58.8M +$111K +264 +0.2%
Lazard Asset Management
402
Lazard Asset Management
New York
$58.7M -$12.9M -30,699 -18%
GT
403
Greenleaf Trust
Michigan
$58.2M -$1.31M -3,107 -2%
KRS
404
Kentucky Retirement Systems
Kentucky
$58.1M -$3.11M -7,401 -5%
MGIA
405
Moneta Group Investment Advisors
Missouri
$57.9M +$2.83M +6,728 +5%
FPP
406
Findlay Park Partners
United Kingdom
$57.9M -$179M -426,300 -76%
First Trust Advisors
407
First Trust Advisors
Illinois
$57.7M +$5.11M +12,145 +10%
MJRIC
408
Mogy Joel R Investment Counsel
California
$57.6M -$743K -1,766 -1%
BAM
409
Burgundy Asset Management
Ontario, Canada
$57.3M -$2.47M -5,869 -4%
NPF
410
Norris Perne & French
Michigan
$57.3M -$1.13M -2,682 -2%
MSRPS
411
Maryland State Retirement & Pension System
Maryland
$56.8M +$364K +918 +0.6%
CFB
412
Cullen/Frost Bankers
Texas
$56.6M -$10.9M -25,803 -16%
IC
413
IEQ Capital
California
$56.5M +$3.7M +8,797 +7%
SDIC
414
South Dakota Investment Council
South Dakota
$55.5M -$2.14M -5,100 -4%
Macquarie Group
415
Macquarie Group
Australia
$55M +$515K +2,670 +0.9%
Jane Street
416
Jane Street
New York
$54.6M -$54.7M -130,089 -50%
WF
417
Welch & Forbes
Massachusetts
$54.3M +$72.8K +173 +0.1%
RG
418
Retirement Group
California
$54.1M +$95.9K +228 +0.2%
HWA
419
Heritage Wealth Advisors
Virginia
$53.9M +$1.43M +3,407 +3%
WM
420
WS Management
Florida
$53.9M +$25.2M +60,000 +88%
LI
421
Lafayette Investments
Maryland
$53.8M -$421K -1,001 -0.8%
EH
422
Equitable Holdings
New York
$53.6M +$487K +1,158 +0.9%
BBVA
423
Banco Bilbao Vizcaya Argentaria
Spain
$53.3M -$3.5M -8,394 -6%
GIA
424
Guyasuta Investment Advisors
Pennsylvania
$53.2M -$261K -733 -0.5%
SFM
425
Stack Financial Management
Montana
$52.7M -$111K -264 -0.2%
15 16
17
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