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 %
CC
1251
Codex Capital
New York
$7.37M – – –
GA
1252
Greytown Advisors
Florida
$7.36M -$336K -800 -4%
KGC
1253
Kennon-Green & Company
Ohio
$7.34M -$187K -444 -2%
PP
1254
Pacifica Partners
Canada
$7.32M -$52.9K -129 -0.7%
CWM
1255
Circle Wealth Management
New Jersey
$7.32M +$84.5K +201 +1%
CM
1256
Cornerstone Management
Georgia
$7.3M -$26.9K -64 -0.4%
BOH
1257
Bank of Hawaii
Hawaii
$7.29M +$340K +808 +5%
CFGS
1258
Concourse Financial Group Securities
Alabama
$7.29M +$560K +1,331 +8%
CAAS
1259
Capital Asset Advisory Services
Michigan
$7.27M +$518K +1,237 +8%
LWANC
1260
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.27M +$196K +467 +3%
CIC
1261
Crawford Investment Counsel
Georgia
$7.27M -$1.19M -2,838 -14%
CAM
1262
Centre Asset Management
New York
$7.26M -$372K -884 -5%
SFI
1263
Siemens Fonds Invest
Germany
$7.25M -$314K -746 -4%
TIM
1264
Tevis Investment Management
Texas
$7.22M -$7.15K -17 -0.1%
ONB
1265
Old National Bancorp
Indiana
$7.21M -$492K -1,171 -6%
RAM
1266
Redmond Asset Management
Virginia
$7.19M -$933K -2,218 -11%
BA
1267
Birinyi Associates
Connecticut
$7.19M -$6.31K -15 -0.1%
FIA
1268
Foundations Investment Advisors
Arizona
$7.17M +$804K +1,912 +13%
GC
1269
Grimes & Company
Massachusetts
$7.16M +$220K +523 +3%
DLA
1270
Douglas Lane & Associates
New York
$7.15M -$283K -673 -4%
GCM
1271
Glynn Capital Management
California
$7.11M – – –
ACM
1272
Alpha Capital Management
Texas
$7.09M -$131K -311 -2%
BCM
1273
Beddow Capital Management
Wyoming
$7.07M +$6.31K +15 +0.1%
NP
1274
Nilsine Partners
Colorado
$7.06M +$585K +1,392 +9%
CFP
1275
Cascade Financial Partners
California
$7.06M +$7.06M +17,499 New
49 50
51
52 53