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 %
BFS
551
Bard Financial Services
Connecticut
$33.7M +$71.5K +170 +0.2%
DBG
552
De Burlo Group
Massachusetts
$33.7M +$31.5M +74,793 +1,424%
AssetMark Inc
553
AssetMark Inc
California
$33.6M +$126K +300 +0.4%
BP
554
BNP Paribas
France
$33.6M +$33.6M +80,017 New
WIC
555
Whitegate Investment Counselors
New Hampshire
$33.5M -$32.4K -77 -0.1%
CC
556
Cadinha & Co
Hawaii
$33.3M -$408K -971 -1%
Jones Financial Companies
557
Jones Financial Companies
Missouri
$33.3M +$2.84M +6,762 +9%
WPIC
558
White Pine Investment Company
Michigan
$33.1M -$793K -1,886 -2%
PP
559
Prospector Partners
Connecticut
$32.9M -$7.61M -18,088 -19%
LSV Asset Management
560
LSV Asset Management
Illinois
$32.9M -$5.3M -12,600 -14%
CGH
561
Crossmark Global Holdings
Texas
$32.8M -$1.94M -4,602 -6%
H
562
HoyleCohen
California
$32.7M -$611K -1,454 -2%
IAA
563
Independent Advisor Alliance
North Carolina
$32.5M +$1.63M +3,882 +5%
FCH
564
Freestone Capital Holdings
Washington
$32.5M +$214K +510 +0.7%
DWM
565
Destination Wealth Management
California
$32.2M +$4.28M +10,168 +15%
YIA
566
YHB Investment Advisors
Connecticut
$32.1M -$216K -514 -0.7%
BCM
567
Bridgeway Capital Management
Texas
$32M +$4.63M +11,004 +17%
DWM
568
Dakota Wealth Management
Florida
$32M +$6.35M +15,106 +25%
AMCA
569
Arthur M. Cohen & Associates
Illinois
$32M -$138K -329 -0.4%
DOA
570
D'Orazio & Associates
Virginia
$31.9M -$101K -240 -0.3%
PA
571
Parallel Advisors
California
$31.9M +$431K +1,024 +1%
BPCE
572
Bank Pictet & Cie (Europe)
Germany
$31.8M +$5.09M +12,093 +19%
LKIM
573
Lawson Kroeker Investment Management
Nebraska
$31.8M -$479K -1,140 -1%
SIM
574
Sprucegrove Investment Management
Ontario, Canada
$31.8M +$2.1M +4,998 +7%
HCM
575
Hutchinson Capital Management
California
$31.8M -$8.32M -19,774 -21%
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