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 %
SM
1176
Sweeney & Michel
California
$8.37M +$8.37M +20,409 New
MWM
1177
Marietta Wealth Management
Georgia
$8.37M +$25.2K +60 +0.3%
MCCA
1178
Mill Creek Capital Advisors
Pennsylvania
$8.35M -$3.36K -8 -0%
BIM
1179
Baldwin Investment Management
Pennsylvania
$8.35M -$304K -724 -4%
MA
1180
MONECO Advisors
Connecticut
$8.33M +$1.85M +4,397 +29%
WB
1181
WesBanco Bank
West Virginia
$8.33M +$1.48M +3,512 +22%
CHA
1182
Carmichael Hill & Associates
Maryland
$8.33M -$113K -268 -1%
SWA
1183
Stratos Wealth Advisors
Ohio
$8.31M -$400K -952 -5%
MHIC
1184
Marble Harbor Investment Counsel
Massachusetts
$8.26M – – –
SLA
1185
Silver Lake Advisory
Utah
$8.26M -$14.7K -35 -0.2%
GWM
1186
Graybill Wealth Management
Illinois
$8.24M -$1.87M -4,456 -19%
ST
1187
Sabal Trust
Florida
$8.21M +$163K +387 +2%
HIMC
1188
Heritage Investors Management Corp
Maryland
$8.2M -$285K -678 -3%
DA
1189
DCM Advisors
New York
$8.2M -$1.8M -4,272 -18%
WAP
1190
Wealthcare Advisory Partners
Pennsylvania
$8.18M +$803K +1,909 +11%
AC
1191
Abbrea Capital
California
$8.11M -$16K -38 -0.2%
MF
1192
Montis Financial
Massachusetts
$8.1M -$48.8K -116 -0.6%
LFM
1193
LGT Fund Management
Liechtenstein
$8.09M +$568K +1,350 +8%
PI
1194
PFG Investments
New York
$8.07M +$4.01M +9,542 +99%
RA
1195
RFG Advisory
Alabama
$8.06M +$203K +482 +3%
RIA
1196
Regal Investment Advisors
Michigan
$8.06M +$65.2K +155 +0.8%
SCA
1197
Sander Capital Advisors
Washington
$8.01M +$1.84M +4,380 +30%
BBA
1198
BLB&B Advisors
Pennsylvania
$8M +$360K +857 +5%
WC
1199
Woodstock Corp
Massachusetts
$7.99M -$88.3K -210 -1%
SAM
1200
Strategy Asset Managers
California
$7.98M -$275K -653 -3%
46 47
48
49 50