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 %
ATC
801
Argent Trust Co
Tennessee
$18M -$188K -447 -1%
EWM
802
Edge Wealth Management
New York
$18M +$58.9K +140 +0.3%
HTC
803
Haverford Trust Company
Pennsylvania
$17.9M +$53.8K +128 +0.3%
JWBC
804
J.W. Burns & Co
New York
$17.9M -$347K -824 -2%
WWA
805
WCG Wealth Advisors
Nevada
$17.9M -$4.8M -11,408 -21%
FFA
806
Fragasso Financial Advisors
Pennsylvania
$17.8M -$131K -312 -0.7%
RCA
807
Riverview Capital Advisers
Massachusetts
$17.7M – – –
FSA
808
Financial Security Advisor
Virginia
$17.7M +$11.4K +27 +0.1%
GVAG
809
Great Valley Advisor Group
Delaware
$17.6M +$7.67M +18,235 +77%
PAIM
810
Punch & Associates Investment Management
Minnesota
$17.5M -$1.18M -2,806 -6%
PWMAG
811
Pinnacle Wealth Management Advisory Group
New Jersey
$17.4M -$33.2K -79 -0.2%
BWM
812
Buckley Wealth Management
Nevada
$17.4M -$175K -416 -1%
AMI
813
Amica Mutual Insurance
Rhode Island
$17.3M -$1.19M -2,825 -6%
Massachusetts Financial Services
814
Massachusetts Financial Services
Massachusetts
$17.3M -$107K -254 -0.6%
NP
815
NorthRock Partners
Minnesota
$17.3M +$781K +1,857 +5%
DWP
816
Daymark Wealth Partners
Ohio
$17.2M +$485K +1,153 +3%
KJWM
817
Kiley Juergens Wealth Management
Washington
$17.1M +$18.1K +43 +0.1%
KWM
818
Koa Wealth Management
California
$17M -$126K -300 -0.7%
OIA
819
OneDigital Investment Advisors
Kansas
$17M +$821K +1,953 +5%
ACA
820
Anchor Capital Advisors
Massachusetts
$17M -$671K -1,595 -4%
SC
821
Stolper & Co
Oklahoma
$16.9M -$29.9K -71 -0.2%
AWA
822
Arete Wealth Advisors
Illinois
$16.9M -$79.1K -188 -0.5%
NC
823
Naman Capital
Brazil
$16.8M – – –
LF
824
Longbow Finance
Switzerland
$16.8M +$228K +543 +1%
CFA
825
Cahill Financial Advisors
Minnesota
$16.8M +$399K +948 +2%
31 32
33
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