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 %
TSWM
1726
Triangle Securities Wealth Management
North Carolina
$3.8M +$2.1K +5 +0.1%
CWA
1727
Canvas Wealth Advisors
Kansas
$3.79M -$104K -261 -3%
TSWM
1728
Tyler-Stone Wealth Management
Ohio
$3.79M +$1.68K +4 +0%
TTWM
1729
TCV Trust & Wealth Management
Virginia
$3.78M -$6.31K -15 -0.2%
GWAG
1730
Garrett Wealth Advisory Group
Texas
$3.78M +$966K +2,297 +34%
SKK
1731
Shepherd Kaplan Krochuk
Massachusetts
$3.78M +$116K +276 +3%
GPFA
1732
Game Plan Financial Advisors
Ohio
$3.77M +$143K +339 +4%
CD
1733
Chapin Davis
Maryland
$3.77M +$53K +126 +1%
CFMC
1734
Curbstone Financial Management Corp
New Hampshire
$3.76M -$421K -1,000 -10%
CCM
1735
Chaney Capital Management
Washington
$3.75M +$3.75M +8,909 New
NSB
1736
Norway Savings Bank
Maine
$3.75M +$352K +837 +10%
WCAMG
1737
Woodard & Company Asset Management Group
North Carolina
$3.74M -$1.09M -2,597 -23%
LAS
1738
LWM Advisory Services
Florida
$3.74M -$51.3K -122 -1%
MGWM
1739
Marks Group Wealth Management
Minnesota
$3.73M +$66.9K +159 +2%
LL
1740
LPWM LLC
Minnesota
$3.72M +$32.3K +79 +0.9%
OCM
1741
Orser Capital Management
Texas
$3.72M -$60.1K -143 -2%
GSIAS
1742
Garden State Investment Advisory Services
New Jersey
$3.72M -$66.4K -158 -2%
RBFC
1743
Roman Butler Fullerton & Co
Missouri
$3.71M -$47.8K -117 -1%
KA
1744
Klingman & Associates
New York
$3.7M +$52.6K +125 +1%
FAT
1745
First American Trust
California
$3.7M +$181K +431 +5%
LAM
1746
Lummis Asset Management
Texas
$3.7M -$2.55M -6,070 -41%
GC
1747
Gould Capital
Washington
$3.7M -$122K -291 -3%
AWM
1748
Aberdeen Wealth Management
Illinois
$3.69M +$176K +419 +5%
AI
1749
AXS Investments
New York
$3.69M +$252K +599 +7%
YDMI
1750
Y.D. More Investments
Israel
$3.69M +$1.6M +3,782 +76%
68 69
70
71 72