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 %
RWP
501
RWA Wealth Partners
Massachusetts
$40.7M -$5.46M -12,989 -12%
MGIA
502
Matthew Goff Investment Advisor
Texas
$40.6M +$522K +1,241 +1%
RFC
503
Regions Financial Corp
Alabama
$40.6M -$603K -1,433 -1%
IIM
504
INTECH Investment Management
Florida
$40.5M -$6.32M -15,021 -14%
GJCM
505
Grand Jean Capital Management
California
$40.2M -$214K -510 -0.5%
DILIC
506
Dai-ichi Life Insurance Company
Japan
$40.1M -$5.07M -12,049 -11%
RT
507
Rockland Trust
Massachusetts
$39.7M -$931K -2,214 -2%
LNC
508
Lincoln National Corp
Pennsylvania
$39.7M +$3.63M +8,640 +10%
BIP
509
Brandes Investment Partners
California
$39.7M +$673K +1,600 +2%
WP
510
WealthPLAN Partners
Nebraska
$39.6M -$1.41M -3,347 -3%
EIM
511
Ervin Investment Management
Washington
$39.6M -$381K -906 -1%
FSCM
512
Front Street Capital Management
Montana
$39.2M -$862K -2,074 -2%
ABC
513
Associated Banc-Corp
Wisconsin
$39.1M +$230K +547 +0.6%
GLLW
514
Graves Light Lenhart Wealth
Virginia
$38.9M -$6.73M -16,014 -15%
SAM
515
Silvercrest Asset Management
New York
$38.8M +$1.76M +4,181 +5%
BCI
516
Brinker Capital Investments
Pennsylvania
$38.8M -$1.09M -2,581 -3%
OPS
517
Orion Portfolio Solutions
Nebraska
$38.8M -$1.09M -2,581 -3%
FCBT
518
First Citizens Bank & Trust
North Carolina
$38.6M +$8.69M +20,675 +29%
NMERB
519
New Mexico Educational Retirement Board
New Mexico
$38.5M -$1.26M -3,000 -3%
EBSAM
520
Eubel Brady & Suttman Asset Management
Ohio
$38.3M -$147K -350 -0.4%
NFG
521
Nations Financial Group
Iowa
$38.3M -$1.71M -4,058 -4%
JWA
522
JFS Wealth Advisors
Pennsylvania
$38.2M -$349K -830 -0.9%
SSWM
523
Smith Salley Wealth Management
North Carolina
$38.1M -$12.5M -29,705 -25%
BF
524
BOK Financial
Oklahoma
$38M +$150K +356 +0.4%
FBB
525
Fulton Breakefield Broenniman
Maryland
$37.9M -$7.62M -18,122 -17%
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