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 %
LSERS
476
Louisiana State Employees Retirement System
Louisiana
$44.5M -$1.72M -4,100 -4%
KBC Group
477
KBC Group
Belgium
$43.8M -$77.2M -183,637 -64%
MSR
478
Main Street Research
Connecticut
$43.7M +$3.87M +9,208 +10%
PTC
479
Philadelphia Trust Company
Pennsylvania
$43.7M +$1.1M +2,625 +3%
WI
480
Wintrust Investments
Illinois
$43.7M -$4.19M -9,972 -9%
CIG
481
Cullen Investment Group
Louisiana
$43.5M +$34.4K +82 +0.1%
GD
482
Grandfield & Dodd
New York
$43.5M +$1.16M +2,756 +3%
WTC
483
WhitTier Trust Company
Nevada
$43.3M +$687K +1,634 +2%
Bank Julius Baer & Co
484
Bank Julius Baer & Co
Switzerland
$43.1M -$6.53M -15,549 -13%
AA
485
Ancora Advisors
Ohio
$43.1M -$381K -905 -0.9%
MAM
486
Magellan Asset Management
Australia
$43.1M +$11.1M +26,493 +35%
MWM
487
Modera Wealth Management
New Jersey
$42.8M +$1.37M +3,260 +3%
SWA
488
SFMG Wealth Advisors
Texas
$42.8M -$397K -944 -0.9%
NC
489
Nitorum Capital
New York
$42.6M -$3.78M -8,988 -8%
FRM
490
Foundation Resource Management
Arkansas
$42.6M +$267K +635 +0.6%
TPCM
491
Templeton & Phillips Capital Management
Tennessee
$42.5M -$49.6K -118 -0.1%
Wolverine Trading
492
Wolverine Trading
Illinois
$42M -$19.7M -46,874 -32%
BMSSC
493
B. Metzler seel. Sohn & Co
Germany
$41.8M -$1.14M -2,719 -3%
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$41.6M -$1.24M -2,944 -3%
AT
495
Avalon Trust
New Mexico
$41.6M +$1.21M +2,870 +3%
DC
496
Defender Capital
North Carolina
$41.6M -$5.69M -13,531 -12%
WWM
497
Western Wealth Management
Colorado
$41M +$163K +387 +0.4%
AF
498
Allworth Financial
California
$41M +$5.49M +13,051 +15%
ACG
499
Allen Capital Group
Nebraska
$41M +$153K +365 +0.4%
LC
500
Lincoln Capital
Nebraska
$40.8M -$293K -696 -0.7%
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