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 %
SAM
701
Satovsky Asset Management
New York
$22.5M -$188K -448 -0.8%
P3I
702
Progeny 3 Inc
Washington
$22.4M – – –
HPCM
703
Hunter Perkins Capital Management
Illinois
$22.4M -$1.38M -3,290 -6%
AM
704
Account Management
Massachusetts
$22.4M – – –
GIA
705
GHP Investment Advisors
Colorado
$22.4M -$10.5K -25 -0%
JAM
706
Jupiter Asset Management
United Kingdom
$22.4M +$3.51M +8,346 +19%
KOCAA
707
Knights of Columbus Asset Advisors
Connecticut
$22.3M -$2.31M -5,489 -9%
ASN
708
Advisory Services Network
Georgia
$22.1M +$2.5M +5,939 +13%
FFN
709
Focus Financial Network
Minnesota
$22.1M -$3.68M -9,197 -14%
GI
710
Gradient Investments
Minnesota
$22.1M +$389K +924 +2%
HF
711
HRT Financial
New York
$21.9M +$6.61M +15,724 +43%
WSTAM
712
Wilbanks Smith & Thomas Asset Management
Virginia
$21.9M +$473K +1,125 +2%
AAB
713
ABN AMRO Bank
Netherlands
$21.8M -$50.9K -121 -0.2%
WA
714
WP Advisors
California
$21.8M -$8.83K -21 -0%
EF
715
Empirical Finance
Pennsylvania
$21.8M +$971K +2,308 +5%
RSVP
716
Ramsay Stattman Vela & Price
Colorado
$21.7M -$124K -294 -0.6%
SC
717
Savant Capital
Illinois
$21.7M +$580K +1,380 +3%
AWM
718
Absher Wealth Management
North Carolina
$21.6M -$1.05M -2,500 -5%
CC
719
Chicago Capital
Illinois
$21.6M +$317K +755 +1%
WANY
720
Wealthspire Advisors (New York)
New York
$21.6M -$677K -1,609 -3%
BC
721
Burney Company
Virginia
$21.5M -$149K -355 -0.7%
CTI
722
Community Trust & Investment
Kentucky
$21.5M -$377K -896 -2%
BAMF
723
BI Asset Management Fondsmaeglerselskab
Denmark
$21.5M -$5.82M -13,834 -21%
SWM
724
Sculati Wealth Management
Michigan
$21.5M -$243K -577 -1%
SC
725
Stephenson & Company
California
$21.5M +$1.4M +3,318 +7%
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