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 %
NF
1601
NavPoint Financial
Minnesota
$4.53M -$13.9K -33 -0.3%
DWM
1602
Dorchester Wealth Management
Quebec, Canada
$4.53M – – –
BA
1603
Ballast Advisors
Minnesota
$4.52M -$120K -286 -3%
BIM
1604
Barton Investment Management
Pennsylvania
$4.52M – – –
SHWM
1605
Smith & Howard Wealth Management
Georgia
$4.5M -$725K -1,725 -14%
AFIA
1606
America First Investment Advisors
Nebraska
$4.49M -$603K -1,435 -12%
P
1607
&Partners
Tennessee
$4.49M +$1.49M +3,553 +50%
ACM
1608
Allred Capital Management
Texas
$4.48M +$421 +1 +0%
QI
1609
QV Investors
Alberta, Canada
$4.48M -$88.3K -210 -2%
EP
1610
EPIQ Partners
Minnesota
$4.48M -$200K -476 -4%
NRW
1611
Nova R Wealth
Kansas
$4.46M -$143K -340 -3%
WGCA
1612
Wolf Group Capital Advisors
Virginia
$4.46M – – –
GSWM
1613
Greenup Street Wealth Management
Michigan
$4.46M +$2.98M +12,261 +201%
FWM
1614
Focused Wealth Management
New York
$4.43M -$98.4K -234 -2%
HZ
1615
Hixon Zuercher
Ohio
$4.43M +$29K +69 +0.7%
AF
1616
Advisornet Financial
Minnesota
$4.43M -$216K -514 -5%
MW
1617
MBL Wealth
North Carolina
$4.43M +$59.7K +142 +1%
FAM
1618
Formidable Asset Management
Ohio
$4.43M +$1.31M +3,115 +42%
CIA
1619
Compass Ion Advisors
Pennsylvania
$4.43M +$220K +524 +5%
Cohen & Steers
1620
Cohen & Steers
New York
$4.42M – – –
CFS
1621
CRA Financial Services
New Jersey
$4.4M +$66.4K +158 +2%
RPC
1622
Rossmore Private Capital
Connecticut
$4.4M +$66.4K +158 +2%
FFM
1623
Flagstone Financial Management
Nebraska
$4.39M -$26.9K -64 -0.6%
Legacy Financial Group (Iowa)
1624
Legacy Financial Group (Iowa)
Iowa
$4.39M +$4.1M +9,750 +1,430%
EA
1625
Ellsworth Advisors
Ohio
$4.38M -$113K -279 -3%
63 64
65
66 67