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 %
CI
1226
Cigna Investments
Connecticut
$7.77M -$50.5K -120 -0.6%
MHS
1227
M Holdings Securities
Oregon
$7.75M +$104K +248 +1%
CA
1228
Cambridge Advisors
Nebraska
$7.74M – – –
JPWM
1229
Jamison Private Wealth Management
Georgia
$7.69M +$268K +637 +4%
CAM
1230
Councilmark Asset Management
Tennessee
$7.67M +$7.67M +18,247 New
AC
1231
AlphaCore Capital
California
$7.66M +$161K +384 +2%
SF
1232
Summit Financial
New Jersey
$7.65M +$897K +2,134 +13%
BIMC
1233
Benson Investment Management Company
Virginia
$7.65M +$34.1K +81 +0.4%
SAS
1234
Stelac Advisory Services
New York
$7.62M – – –
SWM
1235
Salvus Wealth Management
New Jersey
$7.61M -$32K -76 -0.4%
ACP
1236
Aviance Capital Partners
Florida
$7.61M +$1.32M +3,141 +21%
GEA
1237
Glen Eagle Advisors
New Jersey
$7.6M -$231K -550 -3%
DWP
1238
Destiny Wealth Partners
Florida
$7.58M -$178K -423 -2%
SCM
1239
Shorepath Capital Management
Utah
$7.57M +$201K +479 +3%
FWSM
1240
First Wilshire Securities Management
California
$7.54M +$115K +274 +2%
CWA
1241
Clarity Wealth Advisors
California
$7.53M +$29.9K +71 +0.4%
TIM
1242
Tortoise Investment Management
New York
$7.52M +$25.2K +60 +0.3%
DWT
1243
Dorsey & Whitney Trust
South Dakota
$7.51M +$4.63K +11 +0.1%
BONH
1244
Bank of New Hampshire
New Hampshire
$7.51M +$24.8K +59 +0.3%
GWSG
1245
GPS Wealth Strategies Group
Colorado
$7.47M +$1.76M +4,196 +31%
RCWM
1246
Royal Capital Wealth Management
Indiana
$7.46M +$26.5K +63 +0.4%
CF
1247
Centaurus Financial
California
$7.43M +$406K +965 +6%
PK
1248
Pflug Koory
Nebraska
$7.43M -$44.2K -105 -0.6%
SVWAG
1249
Sound View Wealth Advisors Group
Georgia
$7.41M -$610K -1,451 -8%
HDIM
1250
Hanson & Doremus Investment Management
Vermont
$7.38M +$7.38M +17,547 New
48 49
50
51 52