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 %
ECM
826
Exchange Capital Management
Michigan
$16.8M +$230K +548 +1%
FA
827
Financial Avengers
California
$16.7M +$15M +357,982 +902%
SWM
828
Spire Wealth Management
Virginia
$16.7M -$1.71M -4,070 -9%
SW
829
SVB Wealth
Massachusetts
$16.7M -$680K -1,616 -4%
NEWAS
830
N.E.W. Advisory Services
Wisconsin
$16.7M +$54.2K +129 +0.3%
BWFA
831
Baltimore-Washington Financial Advisors
Maryland
$16.6M +$2.63M +6,260 +19%
ERIM
832
Eagle Ridge Investment Management
Connecticut
$16.6M -$298K -708 -2%
HVP
833
Hudson Value Partners
Florida
$16.6M -$10.5K -25 -0.1%
WCM
834
Wedge Capital Management
North Carolina
$16.5M -$65.6K -156 -0.4%
TA
835
Townsend & Associates
Colorado
$16.5M +$168K +412 +1%
KCPG
836
Kavar Capital Partners Group
Kansas
$16.3M +$2.64M +6,483 +19%
ECP
837
Epacria Capital Partners
Colorado
$16.3M – – –
BHWM
838
Bar Harbor Wealth Management
New Hampshire
$16.2M -$289K -688 -2%
TVAMP
839
Tennessee Valley Asset Management Partners
Tennessee
$16.2M -$15.4M -36,636 -49%
WDL
840
Well Done LLC
Michigan
$16.2M -$315K -749 -2%
SC
841
Swan Capital
Florida
$16.2M -$323K -768 -2%
TFA
842
Trinity Financial Advisors
Ohio
$16.1M +$591K +1,406 +4%
MC
843
Muhlenkamp & Co
Pennsylvania
$16.1M +$140K +334 +0.9%
RJT
844
Raymond James Trust
Florida
$16M -$2.29M -5,441 -13%
BP
845
Ballentine Partners
Massachusetts
$15.9M -$1.14M -2,719 -7%
KWM
846
Kingsview Wealth Management
Oregon
$15.9M +$812K +1,932 +5%
HKIM
847
Hayek Kallen Investment Management
Alabama
$15.8M +$51.3K +122 +0.3%
AL
848
Arnhold LLC
New York
$15.7M -$151K -360 -1%
ECM
849
Evergreen Capital Management
Washington
$15.7M +$222K +528 +1%
SCM
850
Steele Capital Management
Iowa
$15.7M +$374K +889 +2%
32 33
34
35 36