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 %
CCMG
1501
Clark Capital Management Group
Pennsylvania
$5.17M +$526K +1,250 +11%
CWM
1502
Cornerstone Wealth Management
Missouri
$5.16M -$87.5K -208 -2%
CI
1503
Conning Inc
Connecticut
$5.15M -$130K -310 -2%
CFO
1504
CVA Family Office
Colorado
$5.14M +$34.9K +83 +0.7%
NEI
1505
Northwest & Ethical Investments
Ontario, Canada
$5.14M -$301K -715 -6%
BOSSRA
1506
B.O.S.S. Retirement Advisors
Utah
$5.13M -$443K -1,242 -8%
PSF
1507
Pacific Sun Financial
California
$5.12M -$33.2K -79 -0.6%
CBFP
1508
Cedar Brook Financial Partners
Ohio
$5.12M +$426K +1,013 +9%
JFGIW
1509
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.12M -$446K -1,060 -8%
WA
1510
Waddell & Associates
Tennessee
$5.11M -$222K -529 -4%
NHT
1511
New Hampshire Trust
New Hampshire
$5.11M +$345K +820 +7%
GAG
1512
Goodman Advisory Group
Massachusetts
$5.11M -$800K -1,902 -14%
EWM
1513
Evergreen Wealth Management
Michigan
$5.09M – – –
AA
1514
Aire Advisors
California
$5.08M -$92.9K -221 -2%
CAG
1515
Csenge Advisory Group
Florida
$5.08M -$128K -304 -2%
HW
1516
Hancock Whitney
Mississippi
$5.07M -$36.6K -87 -0.7%
PC
1517
Permanens Capital
New York
$5.07M +$5.07M +12,049 New
HW
1518
Hedeker Wealth
Illinois
$5.06M +$55.1K +131 +1%
LWA
1519
Lineweaver Wealth Advisors
Ohio
$5.06M +$208K +495 +4%
MWA
1520
Midland Wealth Advisors
Illinois
$5.05M +$81.2K +193 +2%
GWA
1521
GGM Wealth Advisors
Maryland
$5.05M -$946K -2,280 -16%
MWA
1522
Muirfield Wealth Advisors
North Carolina
$5.04M -$73.2K -174 -1%
GI
1523
GAMMA Investing
California
$5.04M +$1.09M +2,592 +28%
HWA
1524
Hillcrest Wealth Advisors
New Jersey
$5.04M -$500K -1,190 -9%
JIR
1525
James Investment Research
Ohio
$5.04M +$554K +1,317 +12%
59 60
61
62 63