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 %
VAM
1076
Vienna Asset Management
California
$10.1M +$440K +1,046 +5%
CT
1077
Cambridge Trust
Massachusetts
$10.1M -$42.9K -102 -0.4%
SPIS
1078
Steward Partners Investment Solutions
Oregon
$10M +$7.18M +17,085 +252%
AAIM
1079
Asset Advisors Investment Management
Georgia
$10M -$33.6K -80 -0.3%
AIM
1080
Avanda Investment Management
Singapore
$9.99M -$12.8M -30,404 -56%
IAN
1081
Integrated Advisors Network
Texas
$9.97M +$971K +2,308 +11%
HI
1082
Hudock Inc
Pennsylvania
$9.97M -$32.4K -77 -0.3%
BIA
1083
Beacon Investment Advisors
Maryland
$9.96M +$79.1K +188 +0.8%
IA
1084
IFG Advisory
Georgia
$9.95M -$1.12M -2,669 -10%
GAMC
1085
Garner Asset Management Corp
Texas
$9.93M +$338K +803 +4%
SIA
1086
SeaBridge Investment Advisors
New Jersey
$9.92M +$532K +1,265 +6%
PA
1087
Procyon Advisors
Connecticut
$9.88M -$183K -434 -2%
SWC
1088
Spectrum Wealth Counsel
Indiana
$9.85M +$2.22M +5,281 +29%
BFA
1089
Buttonwood Financial Advisors
Maryland
$9.84M +$227K +539 +2%
LSWM
1090
Lorne Steinberg Wealth Management
Canada
$9.83M +$2.94K +7 +0%
ANTB
1091
AMG National Trust Bank
Colorado
$9.82M +$172K +408 +2%
WKWM
1092
Walter & Keenan Wealth Management
Indiana
$9.81M -$8.41K -20 -0.1%
WC
1093
Weil Company
California
$9.78M -$196K -465 -2%
BSI
1094
Bennett Selby Investments
Maine
$9.76M +$304K +722 +3%
HTI
1095
Hikari Tsushin Inc
Japan
$9.74M +$582K +1,385 +6%
LA
1096
LM Advisors
California
$9.71M +$3.61M +8,596 +59%
GSC
1097
Grey Street Capital
Illinois
$9.71M +$7.93M +18,847 +445%
KTM
1098
Keeler Thomas Management
Utah
$9.67M -$249K -598 -3%
BTI
1099
Blue Trust Inc
Georgia
$9.66M -$129K -307 -1%
TNBTD
1100
Trustmark National Bank Trust Department
Mississippi
$9.63M +$1.57M +3,733 +19%
42 43
44
45 46