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 %
ARC
1851
Advisor Resource Council
Texas
$3.29M -$480K -1,338 -13%
VCP
1852
Verus Capital Partners
Arizona
$3.29M +$56.3K +134 +2%
MRI
1853
Mad River Investors
Massachusetts
$3.29M -$21K -50 -0.6%
AA
1854
Aufman Associates
Pennsylvania
$3.28M -$40.4K -96 -1%
PSB
1855
Passumpsic Savings Bank
Vermont
$3.28M +$3.28M +7,790 New
PNC
1856
Park National Corp
Ohio
$3.26M -$75.7K -180 -2%
TB
1857
Treynor Bancshares
Iowa
$3.26M -$841K -2,000 -21%
R
1858
Rebalance
California
$3.26M +$126K +300 +4%
NPT
1859
Nixon Peabody Trust
Massachusetts
$3.25M -$9.25K -22 -0.3%
WC
1860
Wynn Capital
Georgia
$3.25M -$39.9K -95 -1%
EWM
1861
Evermay Wealth Management
Virginia
$3.24M +$52.6K +125 +2%
WGAM
1862
Wilkinson Global Asset Management
New York
$3.24M -$263K -625 -8%
EGA
1863
E&G Advisors
Texas
$3.24M +$5.05K +12 +0.2%
QC
1864
Quent Capital
New York
$3.24M +$50.9K +121 +2%
IFO
1865
Independent Family Office
New York
$3.24M +$502K +1,193 +18%
WCM
1866
Weaver Capital Management
Georgia
$3.23M -$49.2K -117 -2%
HP
1867
Hikari Power
Japan
$3.23M – – –
CCG
1868
Catalina Capital Group
California
$3.22M +$1.35M +3,203 +72%
WA
1869
Wealth Alliance
New York
$3.22M -$266K -632 -8%
IPAM
1870
ICICI Prudential Asset Management
India
$3.21M -$371K -883 -10%
CCA
1871
Childress Capital Advisors
Texas
$3.21M -$54.7K -130 -2%
LPT
1872
Legacy Private Trust
Wisconsin
$3.2M +$242K +575 +8%
IP
1873
Intellectus Partners
California
$3.19M -$100K -238 -3%
SFG
1874
SNS Financial Group
Minnesota
$3.18M +$53.8K +128 +2%
MFWP
1875
Mosaic Family Wealth Partners
Missouri
$3.18M -$108K -256 -3%
73 74
75
76 77