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 %
FG
1201
Foster Group
Iowa
$7.97M -$353K -840 -4%
LIA
1202
LS Investment Advisors
Michigan
$7.96M -$92.1K -219 -1%
CPC
1203
Congress Park Capital
New York
$7.95M -$913K -2,170 -10%
EIP
1204
Ellis Investment Partners
Pennsylvania
$7.94M -$96.7K -230 -1%
ISB
1205
Iowa State Bank
Iowa
$7.93M -$341K -812 -4%
HI
1206
Harbour Investments
Wisconsin
$7.92M -$508K -1,207 -6%
MP
1207
McDonald Partners
Ohio
$7.91M -$450K -1,070 -5%
PBC
1208
Pavion Blue Capital
California
$7.9M +$577K +1,373 +8%
WA
1209
WBH Advisory
Maryland
$7.9M -$9.25K -22 -0.1%
APP
1210
Avantax Planning Partners
Iowa
$7.89M +$721K +1,714 +10%
MMPW
1211
Mitchell McLeod Pugh & Williams
Alabama
$7.89M +$327K +778 +4%
AG
1212
Ascent Group
Virginia
$7.89M +$245K +583 +3%
BFC
1213
Bedel Financial Consulting
Indiana
$7.88M -$8.83K -21 -0.1%
GL
1214
Graypoint LLC
New York
$7.88M +$175K +417 +2%
EW
1215
Evoke Wealth
California
$7.87M +$7.87M +18,710 New
FPCP
1216
Fort Point Capital Partners
California
$7.86M +$59.7K +142 +0.8%
MBTD
1217
Mechanics Bank - Trust Department
California
$7.86M -$66K -157 -0.8%
SIG
1218
Sargent Investment Group
Maryland
$7.85M -$214K -508 -3%
CCT
1219
Chemung Canal Trust
New York
$7.84M -$1.58M -3,746 -17%
FM
1220
Family Management
New York
$7.83M -$299K -711 -4%
IAIM
1221
International Assets Investment Management
Florida
$7.8M +$445K +1,058 +6%
GAM
1222
Grandview Asset Management
Pennsylvania
$7.79M +$20.6K +49 +0.3%
BAM
1223
Berkshire Asset Management
Pennsylvania
$7.79M +$273K +648 +4%
CFM
1224
Capricorn Fund Managers
United Kingdom
$7.79M – – –
MWA
1225
Moser Wealth Advisors
Washington
$7.77M +$168K +400 +2%
47 48
49
50 51