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 %
WDA
1376
Wendell David Associates
New Hampshire
$6.13M +$148K +352 +2%
CCWM
1377
Correct Capital Wealth Management
Missouri
$6.12M -$21K -50 -0.3%
RAM
1378
RK Asset Management
Michigan
$6.12M -$156K -371 -2%
WP
1379
Westmount Partners
California
$6.1M -$58K -138 -0.9%
BFA
1380
Bragg Financial Advisors
North Carolina
$6.09M -$52.6K -125 -0.9%
VWA
1381
Visionary Wealth Advisors
Illinois
$6.09M +$140K +332 +2%
DIA
1382
Dana Investment Advisors
Wisconsin
$6.09M -$179K -426 -3%
TBA
1383
Tower Bridge Advisors
Pennsylvania
$6.08M -$480K -1,142 -7%
CWC
1384
Carolinas Wealth Consulting
North Carolina
$6.05M -$108K -257 -2%
4WM
1385
4J Wealth Management
Virginia
$6.05M -$106K -253 -2%
CWM
1386
Calamos Wealth Management
Illinois
$6.04M -$251K -598 -4%
LWL
1387
Leo Wealth LLC
Texas
$6.03M +$189K +449 +3%
AAMU
1388
AEGON Asset Management (UK)
United Kingdom
$6.03M -$185K -440 -3%
PJSIMP
1389
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.02M -$63.9K -152 -1%
BZWA
1390
Blue Zone Wealth Advisors
California
$6.01M +$7.57K +18 +0.1%
SC
1391
Slow Capital
California
$6.01M +$36.2K +86 +0.6%
TPA
1392
Trivium Point Advisory
Connecticut
$6M -$459K -1,092 -7%
CWM
1393
Congress Wealth Management
Massachusetts
$6M -$1.49M -3,538 -20%
AWAG
1394
ARS Wealth Advisors Group
Florida
$6M -$295K -701 -5%
TSS
1395
Thomas Story & Son
Indiana
$5.99M -$4.21K -10 -0.1%
TC
1396
Truvestments Capital
Florida
$5.98M +$2.08M +4,935 +53%
FCG
1397
Fielder Capital Group
Tennessee
$5.98M +$381K +905 +7%
PWS
1398
Peterson Wealth Services
Utah
$5.96M -$43.7K -104 -0.7%
AWA
1399
Aaron Wealth Advisors
Illinois
$5.95M -$917K -2,180 -13%
GTAM
1400
Global Trust Asset Management
Florida
$5.94M +$215K +512 +4%
54 55
56
57 58