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 %
SYBT
451
Stock Yards Bank & Trust
Kentucky
$47.8M -$25.2K -60 -0.1%
GCM
452
GoodHaven Capital Management
New Jersey
$47.8M +$841K +2,000 +2%
ACM
453
Academy Capital Management
Texas
$47.7M -$21.4K -51 -0%
PA
454
Pinnacle Associates
New York
$47.5M +$973K +2,314 +2%
AMAL
455
Asset Management Advisors LLC
Oklahoma
$47M -$931K -2,215 -2%
GIBU
456
Gulf International Bank (UK)
United Kingdom
$47M +$1.01M +2,405 +2%
CAM
457
Close Asset Management
United Kingdom
$47M +$1.32M +3,143 +3%
HWM
458
HB Wealth Management
Georgia
$46.9M +$2.66M +6,333 +6%
CWM
459
Chemistry Wealth Management
New York
$46.9M +$283K +673 +0.6%
VAM
460
Vontobel Asset Management
New York
$46.8M -$32.5M -78,992 -41%
MLL
461
Moody Lynn & Lieberson
Massachusetts
$46.8M +$122K +291 +0.3%
NFGCM
462
Norman Fields Gottscho Capital Management
New York
$46.7M -$501K -1,192 -1%
BSW
463
Buckingham Strategic Wealth
Missouri
$46.2M +$778K +1,849 +2%
SC
464
SouthState Corp
Florida
$46.2M +$1.07M +2,543 +2%
SC
465
Saybrook Capital
North Carolina
$46.1M -$1.02M -2,428 -2%
NCM
466
New Capital Management
Texas
$45.9M -$64.3K -153 -0.1%
EWA
467
Exencial Wealth Advisors
Oklahoma
$45.6M +$49.6K +118 +0.1%
Envestnet Portfolio Solutions
468
Envestnet Portfolio Solutions
Illinois
$45.6M +$6.99M +16,623 +18%
CANC
469
Culbertson A N & Co
Virginia
$45.4M +$336K +798 +0.7%
Credit Agricole
470
Credit Agricole
France
$45.4M +$20.8M +52,114 +85%
CIA
471
Citadel Investment Advisory
Ohio
$45.3M -$48.4K -115 -0.1%
ICP
472
Ironvine Capital Partners
Nebraska
$45.1M +$55.5K +132 +0.1%
SAM
473
Securian Asset Management
Minnesota
$45.1M -$3.39M -8,067 -7%
GA
474
Gateway Advisory
New Jersey
$45M +$1.42M +3,388 +3%
TCA
475
Teewinot Capital Advisers
New York
$45M +$10.2M +24,161 +29%
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