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 %
VA
751
Valmark Advisers
Ohio
$20M +$941K +2,237 +5%
MCP
752
Mirador Capital Partners
California
$20M -$2.99M -7,118 -13%
WCA
753
Waratah Capital Advisors
Ontario, Canada
$20M -$4.61M -10,951 -19%
CIA
754
Capital Investment Advisors
Georgia
$20M +$820K +1,949 +4%
CL
755
CIM LLC
New York
$19.9M -$18.5K -44 -0.1%
BDA
756
Borer Denton & Associates
Pennsylvania
$19.9M +$173K +411 +0.9%
HLCM
757
Hi-Line Capital Management
South Dakota
$19.8M -$177K -420 -0.9%
HTIM
758
Harbour Trust & Investment Management
Indiana
$19.8M -$1.32M -3,149 -6%
SF
759
Synovus Financial
Georgia
$19.8M +$439K +1,045 +2%
WCM
760
Weik Capital Management
Pennsylvania
$19.7M -$213K -506 -1%
BS
761
Banco Santander
Spain
$19.7M +$385K +915 +2%
NB
762
NBT Bank
New York
$19.7M -$131K -311 -0.7%
WFG
763
Wills Financial Group
Virginia
$19.6M -$67.7K -161 -0.3%
CIA
764
Concurrent Investment Advisors
Florida
$19.5M +$1M +2,385 +5%
DAS
765
Dynamic Advisor Solutions
Arizona
$19.5M +$1.63M +3,872 +9%
WPW
766
Waldron Private Wealth
Pennsylvania
$19.5M +$378K +899 +2%
LJCM
767
Lee Johnson Capital Management
Texas
$19.4M +$4.77M +11,346 +33%
Harris Associates
768
Harris Associates
Illinois
$19.4M -$11.9M -28,390 -38%
NIM
769
NEOS Investment Management
Connecticut
$19.4M +$8.51M +20,230 +78%
CW
770
Connectus Wealth
Ohio
$19.3M +$158K +658 +0.8%
BCM
771
Banyan Capital Management
Georgia
$19.1M -$35.7K -85 -0.2%
HKAM
772
Horizon Kinetics Asset Management
New York
$19.1M -$465K -1,105 -2%
UAM
773
Unison Asset Management
Florida
$19.1M +$44.6K +106 +0.2%
CCM
774
Coldstream Capital Management
Washington
$19.1M +$482K +1,147 +3%
MPW
775
Monterey Private Wealth
California
$19.1M -$703K -1,672 -4%
29 30
31
32 33