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 %
HAG
1926
HF Advisory Group
Maryland
$2.97M +$645K +1,535 +28%
QWM
1927
Quadcap Wealth Management
Texas
$2.97M -$227K -540 -7%
EWM
1928
EPG Wealth Management
Georgia
$2.96M -$54.7K -130 -2%
AAM
1929
Augustine Asset Management
Florida
$2.96M – – –
PFSC
1930
Peoples Financial Services Corp
Pennsylvania
$2.96M -$165K -393 -5%
FNBOMD
1931
First National Bank of Mount Dora
Florida
$2.95M – – –
NWMG
1932
National Wealth Management Group
Ohio
$2.95M +$62.7K +149 +2%
LFG
1933
Larson Financial Group
Missouri
$2.95M +$136K +324 +5%
AMG
1934
Asset Management Group
Connecticut
$2.95M -$839 -2 -0%
IIA
1935
IPG Investment Advisors
California
$2.95M -$351K -834 -11%
JHP
1936
James Hambro & Partners
United Kingdom
$2.95M +$105K +251 +4%
SL
1937
Stevard LLC
Illinois
$2.95M +$44.6K +106 +2%
AP
1938
Adero Partners
California
$2.94M +$89.2K +212 +3%
CFO
1939
Callan Family Office
Pennsylvania
$2.94M -$261K -620 -8%
CWM
1940
Cahaba Wealth Management
Georgia
$2.94M +$387K +921 +15%
MSS
1941
Mitchell Sinkler & Starr
Pennsylvania
$2.93M +$973K +2,314 +50%
FWM
1942
Fairhaven Wealth Management
Illinois
$2.93M +$701K +1,666 +31%
PCI
1943
Planning Center Inc
Illinois
$2.93M -$85.8K -204 -3%
CBNLCF
1944
Cognios Beta Neutral Large Cap Fund
Kansas
$2.93M -$427K -1,015 -13%
VC
1945
Vestor Capital
Illinois
$2.93M -$10.1K -24 -0.3%
TCA
1946
Trifecta Capital Advisors
Illinois
$2.92M -$263K -626 -8%
IC
1947
Inscription Capital
Texas
$2.92M +$860K +2,046 +42%
G
1948
GenTrust
Florida
$2.92M +$419K +997 +17%
TA
1949
Tectonic Advisors
Texas
$2.92M +$140K +334 +5%
LWA
1950
Lantern Wealth Advisors
New York
$2.91M +$8.41K +20 +0.3%
76 77
78
79 80