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 %
OC
1651
Oakworth Capital
Alabama
$4.2M +$329K +783 +8%
PCG
1652
Prosperity Consulting Group
Maryland
$4.2M +$587K +1,396 +16%
RA
1653
Rockingstone Advisors
Massachusetts
$4.19M -$92.5K -220 -2%
BSA
1654
Bull Street Advisors
Georgia
$4.19M +$14.3K +34 +0.3%
FCCM
1655
First City Capital Management
Georgia
$4.18M -$144K -343 -3%
LRPA
1656
L. Roy Papp & Associates
Arizona
$4.18M +$73.6K +175 +2%
AA
1657
Advisory Alpha
Michigan
$4.17M -$42.1K -100 -1%
KC
1658
Kingfisher Capital
North Carolina
$4.17M -$455K -1,082 -10%
RPWA
1659
Regent Peak Wealth Advisors
Georgia
$4.16M -$6.31K -15 -0.2%
DA
1660
Dash Acquisitions
California
$4.15M +$270K +680 +7%
PHIC
1661
Pine Haven Investment Counsel
Massachusetts
$4.14M -$31.5K -75 -0.8%
HG
1662
Herbst Group
Connecticut
$4.14M -$237K -563 -5%
CA
1663
Capital Advantage
California
$4.13M +$5.76K +14 +0.1%
BLC
1664
Brown, Lisle/Cummings
Rhode Island
$4.13M – – –
PWPS
1665
Pinnacle Wealth Planning Services
Ohio
$4.12M -$2.1K -5 -0.1%
NS
1666
NBC Securities
Alabama
$4.12M +$122K +291 +3%
ICM
1667
Islay Capital Management
Texas
$4.12M -$9.67K -23 -0.2%
SA
1668
Skyline Advisors
Washington
$4.11M -$75.3K -179 -2%
MSA
1669
Marino Stram & Associates
Massachusetts
$4.11M +$30.7K +73 +0.8%
JSC
1670
J. Stern & Co
United Kingdom
$4.1M – – –
LCM
1671
Legato Capital Management
California
$4.1M – – –
NL
1672
NVWM LLC
Pennsylvania
$4.09M -$42.1K -100 -1%
EWM
1673
Executive Wealth Management
Michigan
$4.08M +$168K +399 +4%
NA
1674
Nottingham Advisors
New York
$4.08M -$13.5K -32 -0.3%
TI
1675
Truepoint Inc
Ohio
$4.08M -$4.68M -5,938 -53%
65 66
67
68 69