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 %
SGCA
976
Steel Grove Capital Advisors
Tennessee
$12M -$812K -1,930 -6%
BFM
977
Boston Financial Management
Massachusetts
$11.9M -$180K -428 -1%
BL
978
Balentine LLC
Georgia
$11.9M -$3.12M -7,417 -21%
MCM
979
Mitchell Capital Management
Kansas
$11.8M +$453K +1,077 +4%
KJHP
980
K.J. Harrison & Partners
Ontario, Canada
$11.8M – – –
CW
981
CreativeOne Wealth
Kansas
$11.8M +$10.4M +24,749 +728%
RCAG
982
Rehmann Capital Advisory Group
Michigan
$11.8M +$221K +525 +2%
MSAM
983
Moloney Securities Asset Management
Missouri
$11.8M +$407K +969 +4%
JF
984
Jump Financial
Illinois
$11.7M +$9.45M +22,468 +412%
VIM
985
VELA Investment Management
Ohio
$11.7M -$56.4K -134 -0.5%
PWG
986
Private Wealth Group
Florida
$11.6M +$9.67K +23 +0.1%
DDC
987
DF Dent & Co
Maryland
$11.6M +$23.5K +56 +0.2%
ST
988
Smithfield Trust
Pennsylvania
$11.6M -$149K -353 -1%
MC
989
Middleton & Co
Massachusetts
$11.6M -$76.1K -181 -0.7%
SB
990
Strategic Blueprint
Georgia
$11.6M +$252K +599 +2%
BFEC
991
Benjamin F. Edwards & Company
Missouri
$11.6M -$60.1K -143 -0.5%
CBTWT
992
Community Bank & Trust (Waco, Texas)
Texas
$11.5M +$9.25K +22 +0.1%
WIC
993
Wilkins Investment Counsel
Massachusetts
$11.5M +$10.7M +25,410 +1,271%
Jacobs Levy Equity Management
994
Jacobs Levy Equity Management
New Jersey
$11.5M +$4.77M +11,339 +71%
MIM
995
Martin Investment Management
Florida
$11.5M -$130K -308 -1%
HAC
996
Harbor Advisory Corp
New Hampshire
$11.5M -$175K -417 -2%
LA
997
LFL Advisers
Illinois
$11.4M +$967K +2,300 +9%
P
998
Pitcairn
Pennsylvania
$11.4M +$536K +1,274 +5%
CA
999
Cumberland Advisors
Florida
$11.4M +$570K +1,355 +5%
PA
1000
Profund Advisors
Maryland
$11.4M +$347K +824 +3%
38 39
40
41 42