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 %
IAS
676
Insigneo Advisory Services
Florida
$24M +$104K +247 +0.4%
WS
677
Wedbush Securities
California
$23.9M +$1.76M +4,175 +8%
ANBT
678
American National Bank & Trust
Texas
$23.8M +$1.4M +3,332 +6%
VDBMI
679
Van Den Berg Management I
Texas
$23.8M -$1.49M -3,547 -6%
FG
680
Fiduciary Group
Georgia
$23.7M -$147K -350 -0.6%
A
681
Allianz
Germany
$23.5M +$23.5M +55,960 New
CA
682
Clearstead Advisors
Ohio
$23.5M +$636K +1,547 +3%
CSPIA
683
Cary Street Partners Investment Advisory
Virginia
$23.4M +$156K +371 +0.7%
NCM
684
Novare Capital Management
North Carolina
$23.4M +$601K +1,430 +3%
EP
685
Elkhorn Partners
Nebraska
$23.4M -$463K -1,100 -2%
NAS
686
Nicolet Advisory Services
Wisconsin
$23.3M +$408K +985 +2%
FNBOO
687
First National Bank of Omaha
Nebraska
$23.2M -$12.9M -24,138 -36%
OCPWS
688
One Charles Private Wealth Services
Massachusetts
$23.2M +$1.31M +3,114 +6%
PGIM
689
Pacific Global Investment Management
California
$23.1M -$119K -284 -0.5%
KSWA
690
Kathleen S. Wright Associates
Pennsylvania
$23.1M +$64K +153 +0.3%
BFG
691
Bleakley Financial Group
New Jersey
$22.9M -$2.11M -5,022 -8%
Vontobel Holding
692
Vontobel Holding
Switzerland
$22.9M +$561K +1,333 +3%
AAS
693
Ameritas Advisory Services
Nebraska
$22.9M +$7.21M +17,595 +46%
USAA
694
United Services Automobile Association
Texas
$22.8M – – –
RCM
695
RMR Capital Management
California
$22.8M -$733K -1,743 -3%
NRS
696
Neville Rodie & Shaw
New York
$22.7M +$194K +462 +0.9%
SPC
697
Sigma Planning Corp
Michigan
$22.7M +$11.4M +27,174 +101%
HIA
698
Harbor Investment Advisory
Maryland
$22.6M -$56.8K -563 -0.3%
DT
699
Diversified Trust
Tennessee
$22.6M +$4.15M +9,868 +23%
PTB
700
Pioneer Trust Bank
Oregon
$22.5M +$591K +1,405 +3%
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