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 %
CAM
1326
Costello Asset Management
Pennsylvania
$6.6M +$884K +2,101 +15%
EPW
1327
Evergreen Private Wealth
Colorado
$6.6M +$121K +288 +2%
CSI
1328
Cross Staff Investments
New York
$6.59M +$29.4K +70 +0.4%
FHA
1329
Flagship Harbor Advisors
Massachusetts
$6.59M -$500K -1,188 -7%
AAG
1330
Armstrong Advisory Group
Massachusetts
$6.58M – – –
QI
1331
Qtron Investments
Massachusetts
$6.56M +$493K +1,173 +8%
SCA
1332
Sandy Cove Advisors
Massachusetts
$6.54M +$1.49M +3,537 +29%
NSIM
1333
North Star Investment Management
Illinois
$6.54M +$980K +2,331 +18%
Nomura Holdings
1334
Nomura Holdings
Japan
$6.51M -$8.92M -21,212 -58%
MIH
1335
Meitav Investment House
Israel
$6.51M +$3.93M +9,366 +153%
TW
1336
TritonPoint Wealth
Maryland
$6.49M -$147K -420 -2%
EWA
1337
EverSource Wealth Advisors
Alabama
$6.48M +$829K +2,089 +15%
CNFG
1338
Creegan & Nassoura Financial Group
New Hampshire
$6.46M +$71.5K +170 +1%
PAM
1339
Pegasus Asset Management
New York
$6.44M +$46.3K +110 +0.7%
WT
1340
Washington Trust
Rhode Island
$6.43M -$43.3K -103 -0.7%
SACTSONJ
1341
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$6.41M – – –
BTWM
1342
Baker Tilly Wealth Management
Wisconsin
$6.41M +$242K +576 +4%
SFS
1343
Stiles Financial Services
Minnesota
$6.4M +$43.5K +104 +0.7%
LC
1344
Legacy CG
Texas
$6.4M +$520K +1,237 +9%
LHC
1345
Little House Capital
Massachusetts
$6.39M -$525K -1,249 -8%
III
1346
Independent Investors Inc
New York
$6.37M – – –
LSPW
1347
Lake Street Private Wealth
Illinois
$6.36M +$373K +887 +6%
BFC
1348
Blue Fin Capital
Rhode Island
$6.35M -$19.3K -46 -0.3%
TL
1349
Tradewinds LLC
North Carolina
$6.35M +$6.35M +15,097 New
GCA
1350
Genesee Capital Advisors
New York
$6.35M -$45.4K -108 -0.7%
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