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 %
CPA
1826
Capital Planning Advisors
California
$3.42M -$29.9K -71 -0.9%
GC
1827
GFG Capital
Florida
$3.4M -$373K -888 -10%
DM
1828
Delphi Management
Massachusetts
$3.4M -$11.8K -28 -0.3%
VCAM
1829
Van Cleef Asset Management
Ohio
$3.39M – – –
GA
1830
GSG Advisors
New Jersey
$3.39M -$25.6K -61 -0.8%
RWA
1831
Redhawk Wealth Advisors
Minnesota
$3.38M +$245K +582 +8%
SEP
1832
Southland Equity Partners
Missouri
$3.37M +$303K +721 +10%
EFM
1833
E Fund Management
China
$3.37M +$2.21M +5,251 +191%
OGC
1834
Oak Grove Capital
New Hampshire
$3.36M -$2.94K -7 -0.1%
SL
1835
Sentry LLC
Tennessee
$3.36M +$41.6K +99 +1%
MWM
1836
Modern Wealth Management
Kansas
$3.35M +$1.01M +2,390 +43%
GCA
1837
Gradient Capital Advisors
California
$3.35M +$260K +619 +8%
FDS
1838
Freedom Day Solutions
Texas
$3.35M -$20.6K -49 -0.6%
CA
1839
Calton & Associates
Florida
$3.33M -$2.33M -5,542 -41%
WA1
1840
Wimmer Associates 1
California
$3.33M -$7.57K -18 -0.2%
CCA
1841
Cadent Capital Advisors
Oklahoma
$3.33M -$66.9K -159 -2%
PCMC
1842
Private Capital Management (Colorado)
Colorado
$3.33M +$5.89K +14 +0.2%
LAM
1843
Lewis Asset Management
California
$3.32M +$24K +57 +0.7%
NERM
1844
New England Research & Management
Illinois
$3.32M – – –
LG
1845
LaFleur & Godfrey
Michigan
$3.31M +$121K +287 +4%
TLCM
1846
Twin Lakes Capital Management
California
$3.31M – – –
WAG
1847
Windsor Advisory Group
Ohio
$3.31M +$315K +750 +11%
GC
1848
Gibson Capital
Pennsylvania
$3.3M +$273K +650 +9%
TW
1849
TrinityPoint Wealth
Connecticut
$3.3M +$87.9K +209 +3%
DAS
1850
Diversify Advisory Services
Utah
$3.29M +$3.29M +7,841 New
72 73
74
75 76