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 %
AFG
951
Allegheny Financial Group
Pennsylvania
$12.5M +$814K +1,935 +7%
GMA
952
Glassy Mountain Advisors
Maryland
$12.4M -$193K -460 -2%
FMC
953
First Merchants Corp
Indiana
$12.4M +$357K +848 +3%
SCM
954
Shelton Capital Management
Colorado
$12.4M -$5.15M -12,250 -29%
HI
955
Horizon Investments
North Carolina
$12.4M +$559K +1,329 +5%
TCM
956
Telos Capital Management
California
$12.4M -$305K -725 -2%
SIM
957
Stratos Investment Management
Ohio
$12.4M +$759K +1,805 +7%
BPC
958
Banque Pictet & Cie
Switzerland
$12.4M +$10.2M +24,275 +476%
PCM
959
Presidio Capital Management
California
$12.3M +$1.15M +2,746 +10%
DPAM
960
Degroof Petercam Asset Management
Belgium
$12.3M +$54.7K +130 +0.4%
TCOK
961
Trust Company of Kansas
Kansas
$12.3M -$66.4K -158 -0.5%
IWM
962
IHT Wealth Management
Illinois
$12.3M -$2.78M -6,621 -18%
AWM
963
Axxcess Wealth Management
California
$12.3M -$10.4M -24,616 -46%
MYIA
964
Mount Yale Investment Advisors
Colorado
$12.2M +$4.51M +10,733 +59%
TCCM
965
Timber Creek Capital Management
Massachusetts
$12.2M -$1.73M -4,104 -12%
SW
966
SlateStone Wealth
Florida
$12.1M +$92.1K +219 +0.8%
CCA
967
Covey Capital Advisors
Georgia
$12.1M -$1.37M -3,251 -10%
Optiver Holding
968
Optiver Holding
Netherlands
$12.1M +$12.1M +28,706 New
B
969
Bailard
California
$12.1M -$42.9K -102 -0.4%
OCBCO
970
Oversea-Chinese Banking Corp (OCBC)
Singapore
$12.1M -$95.8K -228 -0.8%
APC
971
Asset Planning Corporation
Tennessee
$12.1M -$242K -576 -2%
SWM
972
SeaCrest Wealth Management
New York
$12M -$578K -1,375 -5%
MC
973
Moors & Cabot
Massachusetts
$12M -$360K -857 -3%
KIA
974
KCM Investment Advisors
California
$12M +$1.25M +2,965 +12%
TCM
975
Twin Capital Management
Pennsylvania
$12M -$711K -1,690 -6%
37 38
39
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