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 %
SNBOSCI
1401
Security National Bank of Sioux City Iowa
Iowa
$5.93M -$159K -379 -3%
AF
1402
Apexium Financial
Texas
$5.93M -$1.37M -3,256 -19%
CW
1403
Channel Wealth
California
$5.92M -$484K -1,150 -8%
CA
1404
Carson Advisory
Georgia
$5.92M +$20.2K +48 +0.3%
PIM
1405
Penobscot Investment Management
Massachusetts
$5.92M +$371K +883 +7%
PB
1406
Pinnacle Bancorp
Nebraska
$5.91M +$21.9K +52 +0.4%
SIG
1407
Sky Investment Group
Connecticut
$5.9M +$112K +266 +2%
PMFA
1408
Plante Moran Financial Advisors
Michigan
$5.9M +$282K +671 +5%
OWIM
1409
Old West Investment Management
California
$5.9M +$2.39M +5,673 +68%
UWM
1410
Udine Wealth Management
Florida
$5.88M -$84.1K -200 -1%
QCMNJ
1411
Quantum Capital Management (New Jersey)
New Jersey
$5.87M -$34.1K -81 -0.6%
CPA
1412
Cardiff Park Advisors
California
$5.86M – – –
GBWM
1413
Granite Bay Wealth Management
New Hampshire
$5.84M -$402M -957,094 -99%
GWANC
1414
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.82M +$1.31M +3,108 +29%
SIAG
1415
Signet Investment Advisory Group
Rhode Island
$5.81M +$221K +526 +4%
BFW
1416
Brady Family Wealth
Missouri
$5.81M +$110K +262 +2%
NF
1417
Nvest Financial
New Hampshire
$5.79M +$33.2K +79 +0.6%
CFFP
1418
Center for Financial Planning
Michigan
$5.77M -$1.26K -3 -0%
TAM
1419
Titleist Asset Management
Texas
$5.76M +$809K +1,924 +16%
RB
1420
Richmond Brothers
Michigan
$5.76M -$440K -1,046 -7%
BFO
1421
Biltmore Family Office
North Carolina
$5.75M +$138K +329 +2%
WA
1422
Wambolt & Associates
Colorado
$5.73M +$1.09M +2,596 +24%
PL
1423
Parkwood LLC
Ohio
$5.72M -$3.34M -7,934 -37%
PG
1424
Patten Group
Tennessee
$5.71M +$193K +459 +3%
CGA
1425
Crescent Grove Advisors
Illinois
$5.7M -$42.1K -100 -0.7%
55 56
57
58 59