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 %
JLBC
601
J.L. Bainbridge & Co
Florida
$29.1M +$27.9M +66,360 +2,360%
PC
602
Pecaut & Co
Iowa
$28.9M -$1.18M -2,812 -4%
BMCM
603
Bryn Mawr Capital Management
Pennsylvania
$28.9M +$664K +1,579 +2%
LI
604
LMCG Investments
Massachusetts
$28.8M -$310K -738 -1%
MIF
605
Mediolanum International Funds
Ireland
$28.7M +$28.7M +68,917 New
PAS
606
Professional Advisory Services
Florida
$28.7M -$1.78M -4,222 -6%
CAMG
607
CWA Asset Management Group
Florida
$28.7M +$197K +469 +0.7%
TSW
608
Thompson Siegel & Walmsley
Virginia
$28.6M -$1.67M -3,971 -6%
S
609
SignatureFD
Georgia
$28.6M +$21.9K +52 +0.1%
Man Group
610
Man Group
United Kingdom
$28.6M -$7.25M -17,242 -20%
CIA
611
Choate Investment Advisors
Massachusetts
$28.6M +$445K +1,058 +2%
PPA
612
Painted Porch Advisors
California
$28.5M +$1.51M +3,582 +6%
GT
613
Glenview Trust
Kentucky
$28.5M +$1.81M +4,305 +7%
SC
614
Sierra Capital
Florida
$28.4M -$591K -1,405 -2%
AFG
615
Albion Financial Group
Utah
$28.4M -$643K -1,529 -2%
BCM
616
Becker Capital Management
Oregon
$28.4M +$134K +319 +0.5%
SC
617
Steginsky Capital
New York
$28.3M -$245K -582 -0.9%
TC
618
Torno Capital
Massachusetts
$28.2M +$28.2M +67,000 New
SW
619
Simplicity Wealth
New Jersey
$28.1M +$27.9M +66,283 +10,261%
SNB
620
Security National Bank
Nebraska
$27.9M -$304K -724 -1%
BEAM
621
Baker Ellis Asset Management
Washington
$27.8M +$250K +595 +0.9%
GF
622
Gabelli Funds
New York
$27.8M +$484K +1,150 +2%
SBWIC
623
Schaper Benz & Wise Investment Counsel
Wisconsin
$27.8M +$16.8K +40 +0.1%
RIL
624
Rothschild Investment LLC
Illinois
$27.6M +$1.23M +2,928 +5%
MA
625
Menlo Advisors
California
$27.5M -$416K -990 -1%
23 24
25
26 27