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 %
WEG
1026
World Equity Group
Illinois
$10.8M -$176K -418 -2%
AWA
1027
Arkadios Wealth Advisors
Georgia
$10.8M +$3.71M +8,825 +53%
HH
1028
Hilltop Holdings
Texas
$10.8M +$482K +1,147 +5%
SB
1029
Simmons Bank
Arkansas
$10.8M +$67.3K +160 +0.6%
JIC
1030
Joel Isaacson & Co
New York
$10.8M -$66.4K -158 -0.6%
PA
1031
PFG Advisors
Arizona
$10.7M +$442K +1,052 +4%
BCA
1032
Bay Colony Advisors
Massachusetts
$10.7M -$53K -126 -0.5%
HIC
1033
Hartline Investment Corp
Illinois
$10.7M +$1.54M +3,657 +17%
SIM
1034
Sterling Investment Management
Arizona
$10.6M -$12.2K -29 -0.1%
SSA
1035
Schonfeld Strategic Advisors
New York
$10.6M +$4.5M +10,691 +74%
MA
1036
Mezzasalma Advisors
New Jersey
$10.6M +$764K +1,817 +8%
KS
1037
Karpas Strategies
Connecticut
$10.6M -$34.1K -81 -0.3%
JRP
1038
Jasper Ridge Partners
California
$10.5M – – –
IIC
1039
Ironwood Investment Counsel
Arizona
$10.5M -$51.7K -123 -0.5%
SIA
1040
Schechter Investment Advisors
Michigan
$10.5M +$1.3M +3,099 +14%
SVCP
1041
Silicon Valley Capital Partners
California
$10.5M +$1.78M +4,243 +20%
AAM
1042
Auxier Asset Management
Oregon
$10.5M -$48.4K -115 -0.5%
HWM
1043
HFR Wealth Management
New York
$10.5M -$24K -57 -0.2%
CAM
1044
Cypress Asset Management
Texas
$10.5M +$729K +1,699 +7%
WSFS
1045
Wilmington Savings Fund Society
Delaware
$10.5M +$10.5M +24,953 New
OKSA
1046
O'Keefe Stevens Advisory
New York
$10.5M +$309K +735 +3%
VI
1047
Vestcor Inc
New Brunswick, Canada
$10.5M -$1.23M -2,915 -10%
SQA
1048
Simon Quick Advisors
New Jersey
$10.5M +$405K +962 +4%
SFO
1049
Stokes Family Office
Louisiana
$10.5M +$122K +290 +1%
VA
1050
Vident Advisory
Georgia
$10.5M +$929K +2,209 +10%
40 41
42
43 44