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
776
Shell Asset Management
Netherlands
$19M -$450K -1,106 -2%
VW
777
Vantage Wealth
California
$18.9M -$4.58M -10,888 -20%
RSWM
778
Robertson Stephens Wealth Management
California
$18.8M +$4.97M +11,825 +36%
FNBT
779
FineMark National Bank & Trust
Florida
$18.8M +$67.3K +160 +0.4%
IA
780
IFP Advisors
Florida
$18.8M +$28.6K +68 +0.2%
WKSWA
781
White Knight Strategic Wealth Advisors
New Jersey
$18.7M -$73.2K -174 -0.4%
RIM
782
Rakuten Investment Management
Japan
$18.7M +$17M +40,419 +978%
WC
783
Whitney & Co
New York
$18.7M +$279K +663 +2%
AC
784
Aldebaran Capital
Indiana
$18.7M -$789K -1,876 -4%
ECAM
785
East Coast Asset Management
Massachusetts
$18.5M +$52.6K +125 +0.3%
GWM
786
Geneos Wealth Management
Colorado
$18.5M +$1.19M +2,837 +7%
CIM
787
Corda Investment Management
Texas
$18.4M -$883K -2,099 -5%
CA
788
Cornerstone Advisory
Maryland
$18.4M +$492K +1,169 +3%
HBWM
789
Hollow Brook Wealth Management
New York
$18.4M +$100K +238 +0.5%
Simplex Trading
790
Simplex Trading
Illinois
$18.3M +$12.9M +30,646 +237%
RL
791
Ruffer LLP
United Kingdom
$18.3M -$3.74M -8,891 -17%
TI
792
Tidal Investments
Wisconsin
$18.2M +$2.28M +5,428 +14%
AI
793
Accredited Investors
Minnesota
$18.2M -$2.19M -5,200 -11%
BCM
794
Brookstone Capital Management
Illinois
$18.2M -$2.51M -5,963 -12%
TWM
795
TLW Wealth Management
Florida
$18.2M -$24.8K -59 -0.1%
RCM
796
RB Capital Management
Nevada
$18.2M +$672K +1,598 +4%
OMC
797
Overbrook Management Corp
New York
$18.1M -$9.49M -22,573 -34%
MFG
798
Mendota Financial Group
Wisconsin
$18.1M -$2.75M -6,532 -13%
HAG
799
HighPoint Advisor Group
Illinois
$18.1M +$22.6K +55 +0.1%
FA
800
Fiduciary Alliance
South Carolina
$18M -$219K -521 -1%
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