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 %
BW
1951
BIP Wealth
Georgia
$2.91M +$203K +483 +8%
LB
1952
Legacy Bridge
Iowa
$2.91M +$613K +1,457 +27%
TCOO
1953
Trust Company of Oklahoma
Oklahoma
$2.91M +$1.26K +3 +0%
AO
1954
Allen Operations
New York
$2.9M – – –
CTFG
1955
Capstone Triton Financial Group
Oklahoma
$2.9M -$285K -677 -9%
AWA
1956
Alta Wealth Advisors
Massachusetts
$2.9M -$5.05K -12 -0.2%
TAM
1957
Townsend Asset Management
North Carolina
$2.9M +$418K +995 +17%
BBP
1958
Banco BTG Pactual
Brazil
$2.89M +$2.65M +6,291 +1,088%
I
1959
INVST
Indiana
$2.88M -$4.62K -11 -0.2%
CNBT
1960
Canandaigua National Bank & Trust
New York
$2.87M -$291K -691 -9%
FPWM
1961
FSB Premier Wealth Management
Iowa
$2.87M +$498K +1,184 +21%
RW
1962
REDW Wealth
New Mexico
$2.86M -$210K -500 -7%
SF
1963
Symphony Financial
Texas
$2.86M +$126K +300 +5%
M
1964
MOTCO
Texas
$2.86M +$631K +1,500 +28%
ACM
1965
Altrius Capital Management
North Carolina
$2.86M -$18.9K -45 -0.7%
GIM
1966
Guardian Investment Management
California
$2.86M +$1.68K +4 +0.1%
LBC
1967
Lowe Brockenbrough & Co
Virginia
$2.85M -$421 -1 -0%
WSC
1968
Wellington Shields & Co
New York
$2.85M +$2.52K +6 +0.1%
FPGK
1969
Financial Partners Group (Kansas)
Kansas
$2.85M +$419K +996 +17%
DIA
1970
Dean Investment Associates
Ohio
$2.84M -$342K -814 -11%
PSC
1971
Prentiss Smith & Co
Vermont
$2.84M -$8.41K -20 -0.3%
VFA
1972
Voya Financial Advisors
Connecticut
$2.84M +$152K +365 +6%
CBA
1973
Coastal Bridge Advisors
Connecticut
$2.84M -$158K -375 -5%
JCM
1974
Jag Capital Management
Missouri
$2.84M – – –
QPWM
1975
Quadrant Private Wealth Management
Pennsylvania
$2.83M -$698K -1,661 -20%
77 78
79
80 81