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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 %
TF
1101
Trek Financial
Arizona
$9.61M +$548K +1,303 +6%
STB
1102
S&T Bank
Pennsylvania
$9.61M -$1.49M -3,542 -13%
IB
1103
Intrust Bank
Kansas
$9.58M +$127K +303 +1%
PAG
1104
Private Advisory Group
Washington
$9.56M +$9.56M +22,731 New
GIM
1105
Goelzer Investment Management
Indiana
$9.54M -$452K -1,075 -5%
PWP
1106
Principle Wealth Partners
Connecticut
$9.52M +$75.7K +180 +0.8%
LIM
1107
Leavell Investment Management
Alabama
$9.49M +$65.2K +155 +0.7%
FAIM
1108
Financial Advocates Investment Management
Washington
$9.48M +$679K +1,615 +8%
CTA
1109
Colonial Trust Advisors
South Carolina
$9.48M -$75.3K -179 -0.8%
CWM
1110
Chronos Wealth Management
Florida
$9.45M -$68.5K -163 -0.7%
BHPW
1111
Beverly Hills Private Wealth
California
$9.45M +$598K +1,422 +7%
AFA
1112
Arlington Financial Advisors
California
$9.44M -$276K -657 -3%
FMWA
1113
Forvis Mazars Wealth Advisors
Missouri
$9.44M -$92.9K -221 -1%
EM
1114
Excalibur Management
Massachusetts
$9.42M +$17.7K +42 +0.2%
GFL
1115
Granite FO LLC
New Hampshire
$9.42M – – –
BCM
1116
Buckhead Capital Management
Georgia
$9.4M +$228K +543 +2%
PGAM
1117
Princeton Global Asset Management
New Jersey
$9.37M -$320K -760 -3%
LAM
1118
Lakewood Asset Management
Illinois
$9.37M +$301K +715 +3%
MMA
1119
Miracle Mile Advisors
California
$9.36M +$183K +435 +2%
BCM
1120
Brooktree Capital Management
Michigan
$9.34M -$451K -1,072 -5%
BA
1121
Bristlecone Advisors
Washington
$9.3M +$26.1K +62 +0.3%
TC
1122
TAGStone Capital
North Carolina
$9.28M – – –
BP
1123
BBR Partners
New York
$9.26M +$1.28M +3,039 +16%
FB
1124
Fulton Bank
Pennsylvania
$9.24M -$26.9K -64 -0.3%
HIP
1125
HUB Investment Partners
Texas
$9.21M +$1.54M +3,660 +20%
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45
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