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 %
LSAG
1001
Lake Street Advisors Group
New Hampshire
$11.4M +$238K +565 +2%
GFP
1002
Gryphon Financial Partners
Ohio
$11.4M -$681K -1,619 -6%
NCM
1003
Northside Capital Management
Oregon
$11.3M -$10.5K -25 -0.1%
CIM
1004
Courant Investment Management
Tennessee
$11.3M – – –
GIA
1005
Gladstone Institutional Advisory
Florida
$11.3M -$1.19M -2,839 -10%
AC
1006
Annandale Capital
Texas
$11.2M – – –
LOAMS
1007
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.2M +$6.95M +16,531 +165%
WA
1008
Wealth Architects
California
$11.2M -$21.4K -51 -0.2%
GFA
1009
Gifford Fong Associates
California
$11.1M – – –
RMAM
1010
Raab & Moskowitz Asset Management
New Jersey
$11.1M +$68.1K +162 +0.6%
MPI
1011
Mairs & Power Inc
Minnesota
$11.1M +$907K +2,156 +9%
JCM
1012
Janney Capital Management
Pennsylvania
$11.1M -$480K -1,142 -4%
HSA
1013
HBK Sorce Advisory
Pennsylvania
$11.1M +$414K +985 +4%
GAA
1014
Global Assets Advisory
Florida
$11.1M +$11.1M +4,645,257 +42,310%
CAL
1015
Capital Analysts LLC
Pennsylvania
$11.1M -$48.8K -116 -0.4%
MA
1016
Montag & Associates
Georgia
$11.1M +$2.94K +7 +0%
JIM
1017
JCP Investment Management
Texas
$11M – – –
MTC
1018
McDaniel Terry & Co
Texas
$11M +$80.7K +192 +0.7%
MIC
1019
Means Investment Company
Maine
$11M +$761K +1,810 +7%
WAS
1020
Winch Advisory Services
Wisconsin
$10.9M +$74K +176 +0.7%
MG
1021
Mather Group
Illinois
$10.9M -$780K -2,187 -7%
CT
1022
Coastline Trust
Rhode Island
$10.9M +$760K +1,807 +7%
CAM
1023
Cubic Asset Management
Massachusetts
$10.9M -$9.67K -23 -0.1%
CAM
1024
Clio Asset Management
Virginia
$10.8M +$16K +38 +0.1%
OFG
1025
Oxford Financial Group
Indiana
$10.8M -$1.99M -4,736 -16%
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