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 %
CCM
1051
Canal Capital Management
Virginia
$10.4M +$504K +1,198 +5%
MOS
1052
MGO One Seven
Ohio
$10.4M -$1.11M -2,640 -10%
SFS
1053
Searcy Financial Services
Kansas
$10.4M -$185K -441 -2%
ERP
1054
Eldred Rock Partners
Texas
$10.4M +$106K +252 +1%
HBCM
1055
Heron Bay Capital Management
Michigan
$10.3M -$73.6K -175 -0.7%
TWM
1056
Tradition Wealth Management
Minnesota
$10.3M -$159K -378 -2%
GEM
1057
Global Endowment Management
North Carolina
$10.3M -$751K -1,785 -7%
AIMC
1058
Alley Investment Management Company
Illinois
$10.3M -$79.1K -188 -0.8%
LA
1059
LexAurum Advisors
Kansas
$10.3M +$169K +401 +2%
SWA
1060
SOA Wealth Advisors
New York
$10.3M -$75.7K -180 -0.7%
KFP
1061
KMG Fiduciary Partners
Ohio
$10.3M +$152K +362 +2%
TG
1062
TCW Group
California
$10.3M -$1.77M -4,214 -15%
CCM
1063
Carmel Capital Management
California
$10.3M +$35.7K +85 +0.3%
ATPW
1064
Ashton Thomas Private Wealth
Arizona
$10.2M +$659K +1,567 +7%
FAM
1065
Fenimore Asset Management
New York
$10.2M -$607K -1,444 -6%
WPC
1066
Wedmont Private Capital
Pennsylvania
$10.2M +$209K +504 +2%
ZF
1067
Zhang Financial
Michigan
$10.2M +$16.8K +40 +0.2%
AT
1068
Arlington Trust
Alabama
$10.2M -$593K -1,409 -5%
MPAM
1069
Murphy Pohlad Asset Management
Minnesota
$10.2M -$376K -893 -4%
KA
1070
Kovack Advisors
Florida
$10.1M +$6.73K +16 +0.1%
SRC
1071
Stone Run Capital
New York
$10.1M -$421K -1,000 -4%
FPGT
1072
Financial Partners Group (Tennessee)
Tennessee
$10.1M -$213K -506 -2%
BCPWM
1073
Bradley & Co Private Wealth Management
Florida
$10.1M +$314K +746 +3%
VIM
1074
Vinva Investment Management
Australia
$10.1M -$1.8M -4,269 -15%
FIB
1075
First Interstate Bank
Montana
$10.1M -$528K -1,256 -5%
41 42
43
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