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 %
RFA
1626
Resurgent Financial Advisors
Georgia
$4.38M +$614K +1,460 +16%
LIM
1627
Lathrop Investment Management
Arkansas
$4.38M -$161K -383 -4%
GWCM
1628
Godshalk Welsh Capital Management
Pennsylvania
$4.37M -$54.7K -130 -1%
JBA
1629
Johnson Bixby & Associates
Washington
$4.36M +$161K +382 +4%
FCFC
1630
First Citizens Financial Corp
Iowa
$4.35M +$541K +1,286 +14%
ASFA
1631
All Season Financial Advisors
Colorado
$4.35M -$2.21M -5,247 -34%
VNA
1632
Valley National Advisers
Pennsylvania
$4.34M +$24.8K +59 +0.6%
PGWM
1633
Parisi Gray Wealth Management
New Jersey
$4.33M +$12.6K +30 +0.3%
SBIA
1634
Sheaff Brock Investment Advisors
Indiana
$4.33M +$167K +398 +4%
SFG
1635
Seamount Financial Group
Colorado
$4.32M -$5.05K -12 -0.1%
MYLI
1636
Meiji Yasuda Life Insurance
Japan
$4.32M -$571K -1,359 -12%
SIC
1637
Sterling Investment Counsel
New York
$4.29M -$61.4K -146 -1%
ECM
1638
EagleClaw Capital Management
Massachusetts
$4.29M -$105K -250 -2%
LIA
1639
LBMC Investment Advisors
Tennessee
$4.29M -$23.1K -55 -0.5%
SP
1640
Symmetry Partners
Connecticut
$4.28M – – –
CAM
1641
Cidel Asset Management
Ontario, Canada
$4.27M -$675K -1,604 -14%
EFH
1642
Eaton Financial Holdings
Florida
$4.27M +$58K +138 +1%
MCM
1643
Mengis Capital Management
Oregon
$4.25M +$120K +285 +3%
ALC
1644
Alexander Labrunerie & Co
Missouri
$4.25M +$4.25M +10,110 New
WIA
1645
World Investment Advisors
California
$4.24M -$15.8K -33 -0.4%
WTB
1646
Washington Trust Bank
Washington
$4.23M +$49.6K +118 +1%
XSC
1647
X-Square Capital
Puerto Rico
$4.22M +$513K +1,254 +14%
LFS
1648
Legacy Financial Strategies
Kansas
$4.22M +$1.26K +3 +0%
DCM
1649
Dudley Capital Management
Virginia
$4.22M +$195K +464 +5%
BFA
1650
Bill Few Associates
Pennsylvania
$4.22M -$6.31K -15 -0.1%
64 65
66
67 68