BRK.B icon

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 %
FT
426
Fiduciary Trust
Massachusetts
$52.5M -$1.05M -2,492 -2%
FI
427
FJ Investments
Utah
$52.4M -$19.5M -46,477 -27%
DJSG
428
D.J. St. Germain
Massachusetts
$52.3M -$676K -1,608 -1%
VPIM
429
Vanguard Personalized Indexing Management
California
$52.1M +$6.26M +14,888 +14%
ECM
430
Elgethun Capital Management
South Dakota
$51.7M +$339K +805 +0.7%
AWM
431
Avior Wealth Management
Nebraska
$51.6M +$1.36M +3,230 +3%
PCIA
432
Prime Capital Investment Advisors
Kansas
$51.4M -$3.4M -8,093 -6%
PCH
433
Polar Capital Holdings
United Kingdom
$51.3M -$13.8M -32,809 -21%
GIM
434
Generate Investment Management
New Zealand
$51.2M -$11.6M -27,598 -18%
SCTC
435
Sanibel Captiva Trust Company
Florida
$50.9M -$551K -1,311 -1%
AIS
436
AM Investment Strategies
Tennessee
$50.6M +$1.61M +3,828 +3%
EMPI
437
Elo Mutual Pension Insurance
Finland
$50.4M +$2.34M +5,568 +5%
TNB
438
Thomasville National Bank
Georgia
$50.2M +$817K +1,943 +2%
PI
439
PGGM Investments
Netherlands
$50M -$3.36K -8 -0%
TCOV
440
Trust Company of Vermont
Vermont
$49.9M +$2.32M +5,525 +5%
CA
441
CapWealth Advisors
Tennessee
$49.5M -$796K -1,893 -2%
SDWIA
442
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$49.5M -$344K -818 -0.7%
IMRF
443
Illinois Municipal Retirement Fund
Illinois
$49.5M -$2.26M -5,379 -4%
HIMCH
444
Hartford Investment Management Co (HIMCO)
Connecticut
$49.5M -$2.1M -4,993 -4%
AM
445
AGF Management
Ontario, Canada
$48.8M -$158K -510 -0.3%
VFA
446
Valeo Financial Advisors
Indiana
$48.7M +$1.41M +8,600 +3%
BB
447
Busey Bank
Illinois
$48.5M +$525K +1,248 +1%
HIC
448
Harvey Investment Company
Kentucky
$48.4M -$574K -1,365 -1%
CBCM
449
Cook & Bynum Capital Management
Alabama
$48.3M – – –
EOJOAM
450
E. Ohman J:or Asset Management
Sweden
$48.1M -$746K -1,775 -2%
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