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 %
RI
726
Ridgewood Investments
New Jersey
$21.4M -$196K -466 -0.9%
Eagle Capital Management (New York)
727
Eagle Capital Management (New York)
New York
$21.4M -$3.13M -7,446 -13%
DFG
728
Dupree Financial Group
Kentucky
$21.4M +$5.27M +12,532 +33%
FTDI
729
First Trust Direct Indexing
Massachusetts
$21.3M +$1.92M +4,570 +10%
PCA
730
Pallas Capital Advisors
Massachusetts
$21.2M +$766K +1,822 +4%
SEM
731
Suncoast Equity Management
Florida
$21.2M +$509K +1,210 +2%
PWLP
732
Prio Wealth Limited Partnership
Massachusetts
$21.1M +$89.6K +213 +0.4%
PAS
733
Park Avenue Securities
New York
$21.1M +$2.42M +5,762 +13%
CFG
734
Citizens Financial Group
Rhode Island
$21M +$1.53M +3,631 +8%
BG
735
Bahl & Gaynor
Ohio
$20.8M +$190K +451 +0.9%
LFRG
736
Lazard Frères Gestion
France
$20.7M +$430K +1,023 +2%
BFG
737
Beacon Financial Group
Texas
$20.7M -$274K -652 -1%
FSA
738
Franklin Street Advisors
North Carolina
$20.6M +$244K +580 +1%
FCM
739
Fairholme Capital Management
Florida
$20.6M -$31.1M -74,000 -60%
VCM
740
Violich Capital Management
California
$20.4M +$570K +1,355 +3%
PHS
741
Pekin Hardy Strauss
Illinois
$20.3M -$622K -1,478 -3%
NL
742
NWAM LLC
Washington
$20.3M -$3.57M -8,765 -15%
BFP
743
Beacon Financial Planning
Massachusetts
$20.2M -$150K -356 -0.7%
BAM
744
Belpointe Asset Management
Nevada
$20.2M +$195K +464 +1%
GP
745
Greenline Partners
New York
$20.2M -$598K -1,421 -3%
QF
746
QVT Financial
New York
$20.2M – – –
FPAS
747
Focus Partners Advisor Solutions
Missouri
$20.1M +$14.5M +34,543 +262%
JWCA
748
J.W. Cole Advisors
Florida
$20.1M +$2.1M +4,994 +12%
MFWM
749
Motley Fool Wealth Management
Virginia
$20.1M -$107K -255 -0.5%
SCA
750
Snowden Capital Advisors
New York
$20M +$5.51M +13,112 +38%
28 29
30
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