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 %
MIP
1126
Marietta Investment Partners
Wisconsin
$9.21M -$63.1K -150 -0.7%
CGL
1127
Clarius Group LLC
Washington
$9.18M -$1.09M -2,588 -11%
CNBTD
1128
Citizens National Bank Trust Department
Mississippi
$9.18M +$169K +402 +2%
TCA
1129
Transcend Capital Advisors
New Jersey
$9.14M +$77.4K +184 +0.9%
MAS
1130
Meeder Advisory Services
Ohio
$9.13M +$280K +667 +3%
CCS
1131
Concentric Capital Strategies
Connecticut
$9.09M -$3.71M -8,820 -29%
SIM
1132
Seaview Investment Managers
Florida
$9.08M +$274K +652 +3%
WHRC
1133
W.H. Reaves & Co
New Jersey
$9.07M -$537K -1,277 -6%
CF
1134
Clarity Financial
Texas
$9.06M +$123K +292 +1%
QCG
1135
Quadrant Capital Group
Ohio
$9.06M -$135K -321 -1%
EAM
1136
Evanson Asset Management
California
$9.05M +$55.1K +131 +0.6%
MPM
1137
Meritage Portfolio Management
Kansas
$9.02M -$468K -1,114 -5%
ZIM
1138
Zacks Investment Management
Illinois
$9M +$1.09M +2,597 +14%
RA
1139
Riverstone Advisors
Texas
$8.98M +$130K +309 +1%
BC
1140
Blackhill Capital
New Jersey
$8.93M – – –
SA
1141
SAM Advisors
California
$8.9M +$29.4K +70 +0.3%
FLPIM
1142
F.L. Putnam Investment Management
Massachusetts
$8.84M +$289K +688 +3%
BCM
1143
Brasada Capital Management
Texas
$8.78M -$130K -310 -1%
JSC
1144
Jackson Square Capital
California
$8.78M +$72.8K +173 +0.8%
PBK
1145
Peoples Bank (Kansas)
Kansas
$8.78M -$107K -255 -1%
TAM
1146
Trust Asset Management
Texas
$8.78M – – –
RCA
1147
Resonant Capital Advisors
Wisconsin
$8.77M +$266K +633 +3%
PP
1148
PDS Planning
Ohio
$8.76M +$148K +353 +2%
CWG
1149
Cornerstone Wealth Group
North Carolina
$8.72M +$1.71M +4,076 +24%
CAC
1150
Certified Advisory Corp
Florida
$8.71M +$122K +289 +1%
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