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 %
SFG
2001
SevenBridge Financial Group
Pennsylvania
$2.74M -$91.4K -228 -3%
PIP
2002
Peachtree Investment Partners
Florida
$2.74M +$14.7K +35 +0.5%
LWM
2003
Lyell Wealth Management
California
$2.73M -$8.83K -21 -0.3%
CA
2004
CoreCap Advisors
Michigan
$2.72M +$633K +1,505 +30%
MFS
2005
Madrona Financial Services
Washington
$2.71M +$20.2K +48 +0.7%
TWM
2006
Thrive Wealth Management
Pennsylvania
$2.71M +$50.9K +121 +2%
GCM
2007
G2 Capital Management
Ohio
$2.71M -$70.6K -168 -3%
AA
2008
ALPS Advisors
Colorado
$2.7M -$33.6K -80 -1%
HAS
2009
HBW Advisory Services
California
$2.7M – – –
LJAC
2010
L.J. Altfest & Co
New York
$2.69M -$37.4K -89 -1%
HGERS
2011
Householder Group Estate & Retirement Specialist
Arizona
$2.68M +$53K +126 +2%
BT
2012
Brandywine Trust
Delaware
$2.67M +$40.4K +96 +2%
PCA
2013
Prosperity Capital Advisors
Ohio
$2.67M +$1.14M +2,705 +74%
LFA
2014
Laraway Financial Advisors
Minnesota
$2.66M -$42.1K -100 -2%
LCS
2015
Levin Capital Strategies
New York
$2.66M -$2.65M -6,305 -50%
GWM
2016
GSB Wealth Management
Connecticut
$2.66M – – –
GMFG
2017
Greater Midwest Financial Group
Minnesota
$2.65M +$205K +487 +8%
NG
2018
Norden Group
Utah
$2.64M +$159K +377 +6%
KIA
2019
Kraematon Investment Advisors
Massachusetts
$2.64M -$54.7K -130 -2%
PFG
2020
Pinnacle Financial Group
Illinois
$2.64M +$42.9K +102 +2%
GA
2021
GoalVest Advisory
New York
$2.64M -$85.8K -204 -3%
MCM
2022
Maple Capital Management
Vermont
$2.62M +$249K +591 +10%
CCM
2023
Condor Capital Management
New Jersey
$2.62M -$61K -145 -2%
NB
2024
Nicolet Bankshares
Wisconsin
$2.62M -$119K -282 -4%
BDWCC
2025
B&D White Capital Company
Texas
$2.62M -$1.28M -3,048 -33%
79 80
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