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 %
FWA
2026
FSM Wealth Advisors
Ohio
$2.62M -$20.6K -49 -0.8%
HBW
2027
Hazlett, Burt & Watson
West Virginia
$2.62M +$77.4K +184 +3%
GC
2028
Gilbert & Cook
Iowa
$2.62M +$106K +252 +4%
MWA
2029
Miller Wealth Advisors
Colorado
$2.62M -$52.6K -125 -2%
LAM
2030
LECAP Asset Management
United Kingdom
$2.62M +$501K +1,191 +24%
BHB
2031
Bank Hapoalim BM
Israel
$2.61M -$147K -350 -5%
LW
2032
Linscomb Wealth
Texas
$2.61M +$259K +616 +11%
ACM
2033
Adalta Capital Management
New York
$2.6M +$353K +840 +16%
VDI
2034
Vaughan David Investments
Illinois
$2.6M -$787K -1,871 -23%
MLA
2035
My Legacy Advisors
Oregon
$2.59M -$74.4K -177 -3%
BCG
2036
Breakwater Capital Group
New Jersey
$2.58M +$76.5K +182 +3%
FWMM
2037
Foundation Wealth Management (Missouri)
Missouri
$2.58M -$22.7K -54 -0.9%
GP
2038
Girard Partners
Pennsylvania
$2.58M +$89.2K +212 +4%
TCM
2039
Triumph Capital Management
Colorado
$2.58M -$171K -407 -6%
CIAS
2040
CFS Investment Advisory Services
New Jersey
$2.57M +$304K +722 +13%
WC
2041
Winmill & Co
New York
$2.57M – – –
OWA
2042
Octavia Wealth Advisors
Ohio
$2.57M -$61.8K -147 -2%
AWA
2043
Artemis Wealth Advisors
New York
$2.56M -$126K -300 -5%
NB
2044
Northwest Bancshares
Pennsylvania
$2.56M +$183K +434 +8%
IDA
2045
Intelligence Driven Advisers
California
$2.55M +$1.68K +4 +0.1%
GWM
2046
Greenwich Wealth Management
Connecticut
$2.55M -$14.7K -35 -0.6%
FNBOH
2047
First National Bank of Hutchinson
Kansas
$2.55M +$108K +258 +4%
LFGO
2048
Legacy Financial Group (Oklahoma)
Oklahoma
$2.54M +$119K +284 +5%
BMC
2049
Benin Management Corp
Connecticut
$2.54M -$42.1K -100 -2%
HA
2050
Herold Advisors
New York
$2.54M +$1.29M +3,063 +103%
80 81
82
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