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 %
PP
1876
Patten & Patten
Tennessee
$3.17M +$1.25M +2,975 +65%
CAMV
1877
Concord Asset Management (Virginia)
Virginia
$3.16M +$430K +1,022 +16%
TCM
1878
Tufton Capital Management
Maryland
$3.16M -$128K -305 -4%
WW
1879
Westshore Wealth
California
$3.16M – – –
VCM
1880
Versant Capital Management
Arizona
$3.15M -$124K -296 -4%
CWMU
1881
Caliber Wealth Management (Utah)
Utah
$3.15M +$16.8K +40 +0.5%
SA
1882
Sage Advisors
Colorado
$3.15M +$263K +626 +9%
NJIM
1883
Nabity-Jensen Investment Management
Nebraska
$3.15M -$25.2K -60 -0.8%
CA
1884
Cortland Associates
Missouri
$3.14M -$3.36K -8 -0.1%
GM
1885
GeoWealth Management
Illinois
$3.14M +$918K +2,182 +41%
CA
1886
Continuum Advisory
Idaho
$3.13M -$2.49M -6,084 -44%
GWM
1887
Gray Wealth Management
Maine
$3.13M +$148K +351 +5%
SLT
1888
St Louis Trust
Missouri
$3.13M -$280K -666 -8%
AO
1889
Advisor OS
Illinois
$3.13M +$235K +560 +8%
1WA
1890
180 Wealth Advisors
Washington
$3.12M +$89.1K +212 +3%
RZH
1891
Relyea Zuckerberg Hanson
Connecticut
$3.11M +$95K +226 +3%
AWM
1892
Aviso Wealth Management
Washington
$3.11M -$77K -183 -2%
CGH
1893
CMG Global Holdings
Texas
$3.11M – – –
REMPR
1894
Roof Eidam Maycock Peralta (REMP)
California
$3.1M -$841 -2 -0%
LWM
1895
LongView Wealth Management
Georgia
$3.1M +$34.1K +81 +1%
NF
1896
Nikulski Financial
Iowa
$3.09M +$2.62M +6,223 +555%
HWMG
1897
Hurlow Wealth Management Group
Indiana
$3.08M -$421 -1 -0%
ACM
1898
Avalon Capital Management
California
$3.08M -$272K -646 -8%
PPWM
1899
Paragon Private Wealth Management
Kentucky
$3.07M +$464K +1,104 +18%
LAIC
1900
Lederer & Associates Investment Counsel
California
$3.07M -$54.3K -129 -2%
74 75
76
77 78