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 %
AMIM
1701
Aull & Monroe Investment Management
Alabama
$3.94M -$399K -950 -9%
SWS
1702
SYSTM Wealth Solutions
Illinois
$3.94M -$199K -474 -5%
JWM
1703
Jackson Wealth Management
Florida
$3.94M +$467K +1,110 +13%
ATC
1704
Adirondack Trust Company
New York
$3.94M -$34.5K -82 -0.9%
MA
1705
Modus Advisors
Minnesota
$3.94M +$213K +506 +6%
CP
1706
Cumberland Partners
Ontario, Canada
$3.93M +$557K +1,324 +17%
PWA
1707
Phoenix Wealth Advisors
North Carolina
$3.93M +$12.6K +30 +0.3%
SAMC
1708
Spectrum Asset Management (California)
California
$3.93M +$409K +973 +12%
BIG
1709
Brooklyn Investment Group
New York
$3.92M -$66.4K -158 -2%
VAS
1710
Vestmark Advisory Solutions
Massachusetts
$3.91M +$183K +434 +5%
WA
1711
WealthTrust Axiom
Pennsylvania
$3.91M -$273K -649 -7%
BIAS
1712
Beacon Investment Advisory Services
New Jersey
$3.91M +$66.4K +158 +2%
PCS
1713
Personal CFO Solutions
New Jersey
$3.91M +$66.9K +159 +2%
FFB
1714
First Financial Bankshares
Texas
$3.89M +$401K +954 +11%
BFPW
1715
BOK Financial Private Wealth
Colorado
$3.87M +$160K +380 +4%
WAG
1716
Winthrop Advisory Group
Massachusetts
$3.87M +$22.3K +53 +0.6%
CWS
1717
Cypress Wealth Services
California
$3.86M -$380K -903 -9%
FTWA
1718
Fifth Third Wealth Advisors
Ohio
$3.86M +$1.23M +2,914 +47%
FC
1719
Forte Capital
New York
$3.84M -$31.5K -75 -0.8%
ICM
1720
IMS Capital Management
Oregon
$3.84M +$146K +346 +4%
CWAG
1721
Compton Wealth Advisory Group
Virginia
$3.83M +$66.4K +158 +2%
AOWM
1722
Alpha Omega Wealth Management
Virginia
$3.82M -$130K -309 -3%
BWP
1723
Balboa Wealth Partners
Arizona
$3.82M +$334K +795 +10%
CT
1724
Clearstead Trust
Maine
$3.81M -$613K -1,458 -14%
DWA
1725
Dorsey Wright & Associates
California
$3.8M -$7.99K -19 -0.2%
67 68
69
70 71