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 %
GC
526
Guggenheim Capital
Illinois
$37.5M +$2.94M +7,001 +9%
GI
527
GAMCO Investors
Connecticut
$37.5M -$447K -1,062 -1%
GPCM
528
Greenbrier Partners Capital Management
Texas
$37.4M -$200K -476 -0.5%
LF
529
Lee Financial
Texas
$37.3M +$244K +581 +0.7%
TNA
530
True North Advisors
Texas
$37.2M -$1.47M -3,500 -4%
AFA
531
American Financial Advisors
Georgia
$37M -$150K -356 -0.4%
ST
532
Spinnaker Trust
Maine
$36.9M -$368K -874 -1%
SAM
533
SP Asset Management
California
$36.9M -$540K -1,285 -1%
JIC
534
Johnson Investment Counsel
Ohio
$36.9M -$394K -938 -1%
NIMI
535
Natixis Investment Managers International
France
$36.8M -$3.21M -7,625 -8%
AI
536
Atria Investments
North Carolina
$36.8M +$319K +759 +0.9%
Capital Fund Management (CFM)
537
Capital Fund Management (CFM)
France
$36.8M -$39M -92,637 -51%
GC
538
Gratus Capital
Georgia
$36.3M +$15.4M +36,737 +74%
CCA
539
Cobblestone Capital Advisors
New York
$36M -$10.9K -26 -0%
SI
540
Sprott Inc
Ontario, Canada
$35.6M +$22.8M +54,328 +179%
WIM
541
Waverton Investment Management
United Kingdom
$35.4M -$95K -226 -0.3%
PWP
542
Private Wealth Partners
California
$35.1M -$1.45M -3,438 -4%
BFS
543
Baskin Financial Services
Ontario, Canada
$34.8M +$993K +2,362 +3%
ADEF
544
Adams Diversified Equity Fund
Maryland
$34.8M – – –
DZ Bank
545
DZ Bank
Germany
$34.7M +$2.73M +6,495 +9%
RC
546
Reik & Co
New York
$34.6M -$2.94K -7 -0%
TYCC
547
Texas Yale Capital Corp
Florida
$34.6M -$172K -409 -0.5%
BTW
548
Boston Trust Walden
Massachusetts
$34.4M -$1.51M -3,580 -4%
SWA
549
Strata Wealth Advisors
Texas
$34.4M +$967K +2,299 +3%
SFS
550
Solitude Financial Services
Virginia
$34M +$2.09M +4,970 +7%
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