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 %
FSA
1351
Fort Sheridan Advisors
Illinois
$6.32M +$233K +553 +4%
IWA
1352
Icon Wealth Advisors
Texas
$6.32M +$1.05M +2,497 +20%
CHC
1353
City Holding Co
West Virginia
$6.31M +$37K +88 +0.6%
IW
1354
Imprint Wealth
South Carolina
$6.31M +$5.67M +13,504 +896%
LC
1355
Lindbrook Capital
California
$6.28M +$384K +912 +7%
AF
1356
Arrow Financial
New York
$6.26M -$217K -516 -3%
QWP
1357
Quotient Wealth Partners
Texas
$6.26M -$2.13M -5,059 -25%
TCM
1358
Traynor Capital Management
Pennsylvania
$6.23M +$492K +1,169 +9%
KC
1359
Knuff & Co
California
$6.23M -$91.3K -217 -1%
RFWA
1360
RPg Family Wealth Advisory
Massachusetts
$6.22M -$132K -313 -2%
PF
1361
Phoenix Financial
Israel
$6.22M +$503K +1,196 +9%
MECA
1362
Miller Equity Capital Advisors
Texas
$6.22M – – –
XWM
1363
Xcel Wealth Management
Florida
$6.21M +$249K +593 +4%
EWA
1364
Evolution Wealth Advisors
Florida
$6.2M -$63.5K -151 -1%
FCP
1365
Fidelis Capital Partners
Florida
$6.2M +$1.27M +3,016 +26%
SNBOSD
1366
Security National Bank of So Dak
Iowa
$6.2M -$123K -293 -2%
LA
1367
LVW Advisors
New York
$6.2M -$39.9K -95 -0.6%
CCG
1368
Cloverfields Capital Group
Minnesota
$6.19M +$460K +1,095 +8%
AA
1369
Apriem Advisors
California
$6.18M -$98.4K -234 -2%
VHAM
1370
Van Hulzen Asset Management
California
$6.18M -$241K -574 -4%
AFA
1371
AllGen Financial Advisors
Florida
$6.18M +$6.18M +14,697 New
JIP
1372
Jaffetilchin Investment Partners
Florida
$6.18M +$242K +575 +4%
CWA
1373
CJM Wealth Advisers
Virginia
$6.15M -$156K -372 -2%
AP
1374
Appleton Partners
Massachusetts
$6.14M -$410K -976 -6%
HCP
1375
Holt Capital Partners
Texas
$6.14M -$60.1K -143 -1%
53 54
55
56 57