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 %
AIP
901
Ameritas Investment Partners
Nebraska
$13.7M -$297K -707 -2%
HCM
902
Hollencrest Capital Management
California
$13.7M -$1.44M -3,424 -10%
Fisher Asset Management
903
Fisher Asset Management
Washington
$13.7M -$1.84M -4,380 -12%
CAM
904
Columbia Asset Management
Michigan
$13.7M -$3.57K -10 -0%
PFM
905
Patton Fund Management
Texas
$13.6M -$439K -1,043 -3%
EFS
906
Essex Financial Services
Connecticut
$13.6M +$28.2K +67 +0.2%
NC
907
NovaPoint Capital
Georgia
$13.6M -$2.3M -5,464 -14%
PCM
908
Palisade Capital Management
New Jersey
$13.6M -$624K -1,483 -4%
SBH
909
Segall Bryant & Hamill
Illinois
$13.5M -$2.54M -6,036 -16%
MYAM
910
Meiji Yasuda Asset Management
Japan
$13.4M -$2.02M -4,804 -13%
BCV
911
Banque Cantonale Vaudoise
Switzerland
$13.4M +$1.93M +4,596 +17%
IFLIT
912
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$13.4M – – –
TMAM
913
Tokio Marine Asset Management
Japan
$13.3M +$1.19M +2,835 +10%
SFS
914
Summit Financial Strategies
Ohio
$13.3M -$625K -1,486 -4%
CMP
915
Coston McIsaac & Partners
Maine
$13.2M +$149K +355 +1%
FFG
916
Frisch Financial Group
New York
$13.2M -$2.27M -5,395 -15%
WIC
917
Woodmont Investment Counsel
Tennessee
$13.2M +$61K +145 +0.5%
Capstone Investment Advisors
918
Capstone Investment Advisors
New York
$13.2M +$13.2M +31,373 New
DEA
919
DoubleLine ETF Adviser
Florida
$13.1M +$325K +772 +3%
IC
920
Iconiq Capital
California
$13.1M -$555K -1,320 -4%
KFA
921
Kelleher Financial Advisors
New York
$13.1M -$4.35M -10,356 -25%
LA
922
Lakeside Advisors
Washington
$13.1M -$10.5K -25 -0.1%
HCM
923
Highlander Capital Management
New Jersey
$13.1M -$347K -825 -3%
PM
924
Phraction Management
Connecticut
$13.1M -$259K -616 -2%
NW
925
NewEdge Wealth
Pennsylvania
$13.1M +$4.03M +10,059 +45%
35 36
37
38 39