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 %
CPA
876
Court Place Advisors
Maryland
$14.7M -$341K -812 -2%
TFS
877
Thoroughbred Financial Services
Tennessee
$14.7M -$2.86M -6,790 -16%
FCM
878
Fogel Capital Management
Florida
$14.6M +$14.6M +30,902 New
LNB
879
Ledyard National Bank
$14.6M -$720K -1,712 -5%
PS
880
Principal Securities
Iowa
$14.5M +$781K +1,857 +6%
CG
881
Caprock Group
Idaho
$14.5M +$302K +718 +2%
IPW
882
Inlet Private Wealth
Florida
$14.4M -$94.2K -224 -0.6%
AF
883
Alerus Financial
North Dakota
$14.4M -$349K -829 -2%
MIM
884
Meridiem Investment Management
United Kingdom
$14.3M -$107K -255 -0.7%
NAMP
885
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$14.2M +$37.8K +90 +0.3%
CIA
886
CCM Investment Advisers
South Carolina
$14.2M -$148K -352 -1%
FAB
887
First American Bank
Illinois
$14.2M +$323K +767 +2%
WCM
888
WealthBridge Capital Management
Ohio
$14.2M -$61.4K -146 -0.4%
BPGAM
889
BTG Pactual Global Asset Management
Bermuda
$14.2M +$14.2M +33,652 New
HWM
890
Heirloom Wealth Management
Colorado
$14.1M -$274K -652 -2%
PP
891
Prudential plc
United Kingdom
$14.1M -$17.9M -42,500 -56%
FHB
892
First Hawaiian Bank
Hawaii
$14.1M -$939K -2,232 -6%
PFS
893
Prospera Financial Services
Texas
$14M +$140K +332 +1%
EML
894
Eos Management LP
New York
$14M – – –
HCM
895
Hutner Capital Management
Vermont
$13.9M -$16.4K -39 -0.1%
OBGC
896
O'Brien Greene & Co
Pennsylvania
$13.9M +$126K +300 +0.9%
ONSWM
897
Old North State Wealth Management
North Carolina
$13.9M +$289K +687 +2%
RMC
898
Regis Management Company
California
$13.9M – – –
KLI
899
Kelman-Lazarov Inc
Tennessee
$13.8M -$314K -747 -2%
BBA
900
Baader Bank Aktiengesellschaft
Germany
$13.7M -$562K -1,336 -4%
34 35
36
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