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 %
NW
1476
Naviter Wealth
Arkansas
$5.37M +$622K +1,479 +13%
SA
1477
Strategic Advisors
New York
$5.35M -$405K -963 -7%
CAWM
1478
Capital Advisors Wealth Management
Washington
$5.34M +$166K +394 +3%
TFA
1479
Teamwork Financial Advisors
Texas
$5.34M -$1.28M -3,049 -19%
PFBT
1480
Parkside Financial Bank & Trust
Missouri
$5.34M -$8.83K -21 -0.2%
SCM
1481
Stonebridge Capital Management
California
$5.33M +$105K +250 +2%
MCM
1482
Marathon Capital Management
Maryland
$5.28M -$73.2K -174 -1%
BIC
1483
Beach Investment Counsel
Pennsylvania
$5.28M – – –
GWA
1484
Gratus Wealth Advisors
Virginia
$5.27M -$36.4K -91 -0.7%
PFMOSF
1485
Philadelphia Financial Management of San Francisco
California
$5.27M +$5.27M +12,540 New
ADL
1486
Asset Dedication LLC
California
$5.27M -$188K -444 -3%
HFS
1487
Howard Financial Services
Texas
$5.27M +$47.1K +112 +0.9%
MFG
1488
Magnus Financial Group
New York
$5.25M +$76.5K +182 +1%
CPIA
1489
Cornell Pochily Investment Advisors
New York
$5.25M -$90.4K -215 -2%
CPA
1490
Capital Performance Advisors
California
$5.24M +$110K +261 +2%
AIS
1491
American Investment Services
Massachusetts
$5.24M – – –
ERSOT
1492
Employees Retirement System of Texas
Texas
$5.23M -$4.39M -10,450 -46%
JMFC
1493
J.M. Forbes & Co
Massachusetts
$5.23M +$21K +50 +0.4%
BA
1494
Bridgewater Advisors
New York
$5.22M -$68.1K -162 -1%
CCA
1495
Criterion Capital Advisors
Tennessee
$5.22M +$146K +346 +3%
HCA
1496
Hyperion Capital Advisors
New York
$5.22M – – –
CT
1497
Colonial Trust
South Carolina
$5.2M +$1.26K +3 +0%
HIM
1498
Harbour Investment Management
Washington
$5.2M -$124K -295 -2%
SAM
1499
Stansberry Asset Management
Texas
$5.18M +$905K +2,151 +21%
GKWIM
1500
Gerber Kawasaki Wealth & Investment Management
California
$5.17M -$420K -998 -8%
58 59
60
61 62