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 %
TFM
1426
TFC Financial Management
Massachusetts
$5.7M -$42.9K -102 -0.7%
FCAS
1427
First Command Advisory Services
Texas
$5.69M +$12.2K +29 +0.2%
DAM
1428
Delta Asset Management
Tennessee
$5.69M +$277K +658 +5%
MSFS
1429
Main Street Financial Solutions
Pennsylvania
$5.69M +$2.17M +5,156 +62%
MCA
1430
MSH Capital Advisors
Arizona
$5.69M +$182K +432 +3%
RA
1431
Royce & Associates
New York
$5.68M – – –
OCM
1432
Olstein Capital Management
New York
$5.68M -$1.47M -3,500 -21%
CAM
1433
Cozad Asset Management
Illinois
$5.66M -$25.2K -60 -0.4%
CQS
1434
Credential Qtrade Securities
$5.66M +$246K +584 +5%
SMA
1435
Sage Mountain Advisors
Georgia
$5.65M +$415K +986 +8%
TLP
1436
Trinity Legacy Partners
Texas
$5.65M -$138K -327 -2%
PIM
1437
Plato Investment Management
Australia
$5.64M +$5.31M +12,617 +1,601%
ACA
1438
Atlas Capital Advisors
Wyoming
$5.64M +$37.4K +89 +0.7%
SCG
1439
Sonata Capital Group
Washington
$5.6M +$156K +370 +3%
BA
1440
Bellwether Advisors
Nebraska
$5.59M +$65.2K +155 +1%
OFS
1441
Oldfather Financial Services
Nebraska
$5.59M -$24.4K -58 -0.4%
MC
1442
Martin & Co
Tennessee
$5.58M -$149K -355 -3%
BIP
1443
Blueprint Investment Partners
North Carolina
$5.58M +$65.6K +156 +1%
SC
1444
Sepio Capital
Utah
$5.58M -$427K -1,015 -7%
KF
1445
Krilogy Financial
Missouri
$5.58M +$271K +645 +5%
HCM
1446
Hodges Capital Management
Texas
$5.55M +$2.14M +5,100 +63%
FNC
1447
First National Corp
Massachusetts
$5.55M -$357 -1 -0%
FHC
1448
First Heartland Consultants
Missouri
$5.54M +$12.2K +29 +0.2%
PTC
1449
Private Trust Company
Ohio
$5.52M +$528K +1,255 +11%
SCP
1450
Sivia Capital Partners
California
$5.52M +$120K +285 +2%
56 57
58
59 60