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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 %
SIMG
1751
Sonora Investment Management Group
Arizona
$3.68M +$252K +599 +7%
JF
1752
JSF Financial
California
$3.68M +$92.9K +221 +3%
BSG
1753
Black Swift Group
Colorado
$3.68M -$526K -1,250 -13%
BFG
1754
Bouchey Financial Group
New York
$3.68M -$25.2K -60 -0.7%
DRS
1755
Deane Retirement Strategies
Louisiana
$3.67M -$109K -260 -3%
FA
1756
Fiducient Advisors
Illinois
$3.67M +$529K +1,257 +17%
HFM
1757
Hartford Financial Management
Connecticut
$3.67M -$841 -2 -0%
MPCL
1758
My Personal CFO LLC
Washington
$3.67M -$58K -138 -2%
AIIMS
1759
Analyst IMS Investment Management Services
Israel
$3.66M +$238K +566 +7%
RWM
1760
RKL Wealth Management
Pennsylvania
$3.66M -$597K -1,419 -14%
RFP
1761
Root Financial Partners
California
$3.66M +$258K +614 +8%
PRS
1762
Pinkerton Retirement Specialists
Idaho
$3.65M -$283K -673 -7%
DWM
1763
Dynasty Wealth Management
Florida
$3.64M +$3.64M +8,663 New
CIM
1764
CIM Investment Management
Pennsylvania
$3.64M +$1.89M +4,487 +108%
SFA
1765
Semmax Financial Advisors
North Carolina
$3.63M +$205K +499 +6%
LIWM
1766
Long Island Wealth Management
New York
$3.63M – – –
ACGA
1767
Atlanta Consulting Group Advisors
Georgia
$3.63M +$3.63M +8,632 New
CFGSD
1768
Compass Financial Group (South Dakota)
South Dakota
$3.62M +$13K +31 +0.4%
ME
1769
McIlrath & Eck
Washington
$3.62M +$342K +813 +10%
MSA
1770
McAlister Sweet & Associates
Texas
$3.62M +$129K +306 +4%
CF
1771
Crosspoint Financial
California
$3.62M – – –
JWM
1772
Jupiter Wealth Management
Colorado
$3.61M +$1.08M +2,650 +42%
CB
1773
Cadence Bank
Mississippi
$3.61M +$244K +581 +7%
DAM
1774
Deltec Asset Management
New York
$3.61M – – –
ZIC
1775
ZWJ Investment Counsel
Georgia
$3.6M +$29.4K +70 +0.8%
69 70
71
72 73