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 %
MCM
1576
McKinley Capital Management
Alaska
$4.69M -$395K -940 -8%
HA
1577
Heartland Advisors
Wisconsin
$4.67M -$42.5K -101 -0.9%
NWM
1578
Northwest Wealth Management
Iowa
$4.67M +$38.7K +92 +0.8%
AIA
1579
AIMZ Investment Advisors
California
$4.66M -$130K -310 -3%
CIAS
1580
Capital Investment Advisory Services
North Carolina
$4.66M -$241K -572 -5%
IPGDR
1581
Investidor Profissional Gestao de Recursos
Brazil
$4.65M -$16.9M -40,222 -78%
BB
1582
Burford Brothers
Texas
$4.63M +$90.4K +215 +2%
CAG
1583
Curtis Advisory Group
California
$4.63M -$40.8K -97 -0.9%
BM
1584
Bislett Management
California
$4.63M – – –
BWM
1585
BigSur Wealth Management
Florida
$4.62M +$1.25M +2,970 +37%
HT
1586
Headlands Technologies
Illinois
$4.62M +$4.6M +10,950 +32,206%
HWA
1587
HCR Wealth Advisors
California
$4.61M -$1.82M -4,337 -28%
SW
1588
SMART Wealth
Nebraska
$4.61M +$377K +897 +9%
TC
1589
Trust Company
Kansas
$4.6M +$1.76M +4,187 +62%
WCM
1590
Whitener Capital Management
North Carolina
$4.6M +$99.2K +236 +2%
IFWM
1591
Institute for Wealth Management
Colorado
$4.58M +$279K +664 +6%
IMA
1592
Investment Management Associates
Colorado
$4.58M -$56.4K -134 -1%
PWH
1593
Priebe Wealth Holdings
Minnesota
$4.57M +$85.8K +204 +2%
DFA
1594
Delta Financial Advisors
Louisiana
$4.57M +$37.8K +90 +0.8%
TPW
1595
Tiller Private Wealth
Pennsylvania
$4.57M -$37.8K -90 -0.8%
MFG
1596
MidWestOne Financial Group
Iowa
$4.56M -$96.7K -230 -2%
GI
1597
GS Investments
Minnesota
$4.55M -$2.94K -7 -0.1%
SIM
1598
Sentry Investment Management
Wisconsin
$4.54M – – –
TIA
1599
Tiemann Investment Advisors
California
$4.54M -$48.4K -115 -1%
MPCA
1600
Madison Park Capital Advisors
Washington
$4.54M +$26.9K +64 +0.6%
62 63
64
65 66