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 %
IA
1776
Insight Advisors
Pennsylvania
$3.6M +$2.28M +5,422 +172%
RW
1777
Rede Wealth
Virginia
$3.6M -$95.9K -228 -3%
APWM
1778
Atlas Private Wealth Management
New York
$3.6M +$531K +1,263 +17%
ACM
1779
Ashford Capital Management
Delaware
$3.59M -$16.8K -40 -0.5%
SWP
1780
Strategic Wealth Partners
Ohio
$3.58M -$486K -1,156 -12%
AWM
1781
Avaii Wealth Management
Wisconsin
$3.58M +$3.16M +7,520 +760%
SCM
1782
Schnieders Capital Management
California
$3.58M +$2.1K +5 +0.1%
WAAG
1783
Wealth Alliance Advisory Group
Kansas
$3.57M +$267K +636 +8%
CFO
1784
Capitol Family Office
Oregon
$3.57M -$146K -346 -4%
CFSG
1785
Community Financial Services Group
Vermont
$3.57M +$3.57M +8,489 New
SA
1786
SRH Advisors
Kansas
$3.57M -$47.1K -112 -1%
CFP
1787
Catalyst Financial Partners
Massachusetts
$3.57M +$86.7K +218 +2%
CCA
1788
Clarity Capital Advisors
Florida
$3.55M +$4.21K +10 +0.1%
CCM
1789
Chilton Capital Management
Texas
$3.55M +$67.3K +160 +2%
LWM
1790
Lodestone Wealth Management
Washington
$3.55M -$11.4K -27 -0.3%
LAS
1791
Lloyd Advisory Services
Georgia
$3.54M +$2.94M +7,001 +490%
Grantham, Mayo, Van Otterloo & Co (GMO)
1792
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.54M +$278K +660 +8%
TCA
1793
Troluce Capital Advisors
Puerto Rico
$3.53M +$3.53M +8,400 New
PPWP
1794
Premier Path Wealth Partners
New Jersey
$3.53M -$574K -1,364 -14%
AFP
1795
Ausdal Financial Partners
Iowa
$3.53M -$9.25K -22 -0.3%
APW
1796
Aurora Private Wealth
New Jersey
$3.52M +$10.1K +24 +0.3%
PAMG
1797
Patton Albertson Miller Group
Tennessee
$3.52M -$21K -50 -0.6%
PCFFS
1798
Pacific Center for Financial Services
California
$3.52M +$102K +242 +3%
EFG
1799
Everhart Financial Group
Ohio
$3.51M +$569K +1,354 +19%
RWB
1800
RMR Wealth Builders
New Jersey
$3.5M +$1.06M +2,511 +43%
70 71
72
73 74