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 %
DIM
1151
Delta Investment Management
California
$8.7M -$368K -876 -4%
UM
1152
UniSuper Management
Australia
$8.7M +$4.58M +10,899 +111%
WPP
1153
Whalerock Point Partners
Rhode Island
$8.69M +$30.3K +72 +0.3%
AFG
1154
Atomi Financial Group
New York
$8.69M +$2.51M +5,977 +41%
DCM
1155
Donaldson Capital Management
Indiana
$8.68M +$381K +906 +5%
RCG
1156
Regatta Capital Group
California
$8.68M +$27.3K +65 +0.3%
LAM
1157
L2 Asset Management
Massachusetts
$8.66M +$507K +1,205 +6%
TF
1158
Tompkins Financial
New York
$8.66M +$206K +489 +2%
CCM
1159
Corsair Capital Management
New York
$8.64M -$94.2K -224 -1%
AAM
1160
AR Asset Management
California
$8.63M – – –
MFA
1161
Mayflower Financial Advisors
Massachusetts
$8.63M +$98.4K +234 +1%
TPCW
1162
TD Private Client Wealth
New York
$8.61M +$711K +1,690 +9%
DWM
1163
Drive Wealth Management
Utah
$8.6M +$458K +1,089 +6%
MIM
1164
Moseley Investment Management
Florida
$8.6M +$327K +778 +4%
CastleKeep Investment Advisors
1165
CastleKeep Investment Advisors
Connecticut
$8.58M +$754K +1,792 +10%
EFG
1166
Embree Financial Group
Illinois
$8.56M -$152K -362 -2%
HCM
1167
Harvey Capital Management
Florida
$8.53M – – –
RDIA
1168
RE Dickinson Investment Advisors
Iowa
$8.53M -$72.8K -173 -0.8%
TWA
1169
TCI Wealth Advisors
Arizona
$8.51M -$219K -521 -3%
ECG
1170
Edge Capital Group
Georgia
$8.51M -$847K -2,015 -9%
BRM
1171
Boston Research & Management
Massachusetts
$8.45M -$6.73K -16 -0.1%
FI
1172
Financial Insights
Washington
$8.44M -$135K -320 -2%
CCFCSB
1173
Cape Cod Five Cents Savings Bank
Massachusetts
$8.43M +$62.2K +148 +0.7%
FA
1174
Fagan Associates
New York
$8.41M +$218K +518 +3%
SGI
1175
Summit Global Investments
Utah
$8.38M +$2.03M +4,818 +32%
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