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 %
SFS
626
Sowell Financial Services
Arkansas
$27.5M -$867K -2,061 -3%
SWP
627
Stratos Wealth Partners
Ohio
$27.3M +$463K +1,102 +2%
BRWA
628
B. Riley Wealth Advisors
Florida
$27.3M +$1.81M +5,171 +7%
SRC
629
Shufro Rose & Co
New York
$27.1M +$262K +622 +1%
TIP
630
Torray Investment Partners
Maryland
$27M – – –
PCM
631
Poehling Capital Management
Wisconsin
$26.9M -$47.1K -112 -0.2%
MFAM
632
Motley Fool Asset Management
Virginia
$26.9M +$1.61M +3,820 +6%
AWM
633
Apollon Wealth Management
South Carolina
$26.8M -$238K -567 -0.9%
FWCM
634
Ferguson Wellman Capital Management
Oregon
$26.7M +$51.7K +123 +0.2%
GAM
635
Gotham Asset Management
New York
$26.7M +$651K +1,547 +2%
MRCM
636
M&R Capital Management
New Jersey
$26.6M -$482K -1,147 -2%
ACA
637
Aptus Capital Advisors
Alabama
$26.4M +$4.08M +9,708 +18%
ZIG
638
Zuckerman Investment Group
Illinois
$26.4M +$1.22M +2,909 +5%
CA
639
Callahan Advisors
Texas
$26.3M -$58.9K -140 -0.2%
CL
640
Choreo LLC
Illinois
$26.2M -$791K -1,880 -3%
AWS
641
Arkfeld Wealth Strategies
Nebraska
$26.1M +$1.08M +2,642 +4%
BFO
642
Boston Family Office
Massachusetts
$26M -$133K -316 -0.5%
PMG
643
ProVise Management Group
Florida
$25.9M +$204K +485 +0.8%
SN
644
Sittner & Nelson
Oregon
$25.8M -$406K -965 -2%
SA
645
SpiderRock Advisors
Delaware
$25.7M +$25.7M +62,992 New
PFP
646
Pinnacle Financial Partners
Tennessee
$25.7M +$1.83M +4,361 +8%
CWM
647
Cabot Wealth Management
Massachusetts
$25.4M -$268K -637 -1%
HC
648
Hendley & Co
Ohio
$25.3M +$63.9K +152 +0.3%
KRSITF
649
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$25.2M -$2.01M -4,776 -7%
BSC
650
Brown Shipley & Co
United Kingdom
$25.2M +$25.2M +60,086 New
24 25
26
27 28