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 %
RIG
1676
RiverFront Investment Group
Virginia
$4.08M +$32.8K +78 +0.8%
PTCG
1677
Pring Turner Capital Group
California
$4.07M -$65.2K -155 -2%
NAMNJ
1678
NorthStar Asset Management (New Jersey)
New Jersey
$4.07M -$23.1K -55 -0.6%
CWP
1679
Concord Wealth Partners
Virginia
$4.07M +$105K +250 +3%
SIA
1680
Soltis Investment Advisors
Utah
$4.07M -$791K -1,880 -16%
SAM
1681
SignalPoint Asset Management
Missouri
$4.06M +$190K +451 +5%
TIA
1682
Traphagen Investment Advisors
New Jersey
$4.05M -$192K -456 -5%
TFG
1683
Taylor Financial Group
Virginia
$4.03M -$26.1K -62 -0.6%
C
1684
Certuity
Florida
$4.03M +$853K +2,029 +27%
AOI
1685
Auto-Owners Insurance
Michigan
$4.03M – – –
SMC
1686
Smith, Moore & Co
Missouri
$4.03M +$251K +598 +7%
CCM
1687
Conway Capital Management
California
$4.03M -$21K -50 -0.5%
SS
1688
Sunbelt Securities
Texas
$4.02M -$83.7K -199 -2%
RHDIC
1689
R.H. Dinel Investment Counsel
California
$4.02M – – –
CT
1690
Chicago Trust
Illinois
$3.99M -$329K -783 -8%
AIM
1691
Acropolis Investment Management
Missouri
$3.99M +$5.89K +14 +0.1%
CWA
1692
Capital Wealth Alliance
Arizona
$3.98M +$272K +648 +7%
GC
1693
Garde Capital
Washington
$3.98M +$356K +847 +10%
AWM
1694
Avitas Wealth Management
California
$3.98M +$51.3K +122 +1%
PFA
1695
Professional Financial Advisors
Nebraska
$3.98M +$136K +323 +4%
BOPW
1696
Brandywine Oak Private Wealth
Pennsylvania
$3.97M -$76.5K -182 -2%
LPAM
1697
Lodestar Private Asset Management
California
$3.97M -$421 -1 -0%
LF
1698
Lantz Financial
Illinois
$3.96M +$7.57K +18 +0.2%
AA
1699
Addison Advisors
Vermont
$3.96M +$1.28M +3,034 +48%
PIM
1700
Pullen Investment Management
Florida
$3.94M +$3.94M +9,374 New
66 67
68
69 70