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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 %
SW
926
Solidarity Wealth
Utah
$13.1M -$286K -680 -2%
BCFD
927
Boit C.F. David
$13M -$199K -500 -2%
WCF
928
West Coast Financial
California
$13M +$15.6K +37 +0.1%
RCM
929
Regency Capital Management
Hawaii
$13M +$171K +406 +1%
WW
930
Waterfront Wealth
Kansas
$12.9M +$89.7K +222 +0.7%
SIM
931
Studio Investment Management
Illinois
$12.9M +$222K +527 +2%
ANBTV
932
American National Bank & Trust (Virginia)
Virginia
$12.9M +$12.9M +30,677 New
EGA
933
Eagle Global Advisors
Texas
$12.7M -$65.2K -155 -0.5%
PAI
934
Pittenger & Anderson Inc
Nebraska
$12.7M +$34.9K +83 +0.3%
EF
935
Empowered Funds
Pennsylvania
$12.7M +$1.62M +3,862 +15%
TW
936
Trajan Wealth
Arizona
$12.7M +$12.7M +30,136 New
FNA
937
First National Advisers
Nebraska
$12.6M +$1.7M +4,037 +16%
AG
938
AlTi Global
New York
$12.6M -$1.17M -2,793 -9%
RBA
939
Richard Bernstein Advisors
New York
$12.6M – – –
KFGK
940
Keystone Financial Group (Kentucky)
Kentucky
$12.6M +$1.24M +2,958 +11%
STA
941
Summit Trail Advisors
New York
$12.6M +$484K +1,151 +4%
GS
942
GTS Securities
New York
$12.6M -$7.05M -16,772 -36%
GCA
943
Greenwood Capital Associates
South Carolina
$12.6M -$1.52M -3,608 -11%
GRP
944
Global Retirement Partners
California
$12.5M +$139K +330 +1%
LFAS
945
Level Four Advisory Services
Texas
$12.5M +$274K +767 +2%
MIM
946
Meixler Investment Management
Arizona
$12.5M -$590K -1,404 -5%
DFG
947
Delta Financial Group
New Jersey
$12.5M -$154K -367 -1%
FFWA
948
FRG Family Wealth Advisors
Washington
$12.5M -$217K -546 -2%
FFA
949
Farther Finance Advisors
California
$12.5M +$394K +937 +3%
VM
950
Venator Management
Pennsylvania
$12.5M -$31.5K -75 -0.3%
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