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 %
WorldQuant Millennium Advisors
851
WorldQuant Millennium Advisors
New York
$15.7M -$5.32M -12,646 -25%
TGAM
852
TBH Global Asset Management
Tennessee
$15.6M +$420K +998 +3%
AIM
853
Anchor Investment Management
South Carolina
$15.6M +$1.94M +4,623 +14%
SWM
854
Stockman Wealth Management
Montana
$15.5M -$496K -1,180 -3%
BJL
855
Brighton Jones LLC
Washington
$15.5M +$2.03M +4,839 +15%
CM
856
Churchill Management
California
$15.5M +$259K +617 +2%
VVP
857
Venture Visionary Partners
Ohio
$15.5M +$448K +1,066 +3%
NNPTE
858
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$15.4M -$3.72M -8,858 -19%
FMTC
859
Farmers & Merchants Trust Company
California
$15.3M -$487K -1,157 -3%
IVP
860
Intrinsic Value Partners
Arizona
$15.3M -$388K -922 -2%
CLGM
861
Capitolis Liquid Global Markets
New York
$15.1M +$15.1M +35,801 New
WIM
862
WealthPlan Investment Management
Nebraska
$15M +$110K +261 +0.7%
GFS
863
GYL Financial Synergies
Connecticut
$15M +$132K +313 +0.9%
RWM
864
Ritholtz Wealth Management
New York
$15M +$634K +1,507 +4%
SAM
865
Summit Asset Management
Tennessee
$14.9M -$64.3K -153 -0.4%
DSAM
866
Dock Street Asset Management
Florida
$14.9M -$2.25M -5,344 -13%
PWW
867
Pettyjohn Wood & White
Virginia
$14.9M -$14.7K -35 -0.1%
CCG
868
Cypress Capital Group
Florida
$14.8M +$1.49M +3,533 +11%
XF
869
XML Financial
Maryland
$14.8M -$839K -1,995 -5%
OPCM
870
Osborne Partners Capital Management
California
$14.8M -$42.5K -101 -0.3%
HCMT
871
Highland Capital Management (Tennessee)
Tennessee
$14.8M -$479K -1,140 -3%
AIMCA
872
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.8M – – –
ATIA
873
American Trust Investment Advisors
New Hampshire
$14.7M +$81.6K +194 +0.6%
HCM
874
Harspring Capital Management
New York
$14.7M -$9.67M -23,000 -40%
BRCM
875
Bright Rock Capital Management
Massachusetts
$14.7M -$2.1M -5,000 -13%
33 34
35
36 37