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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 %
EB
2051
Emprise Bank
Kansas
$2.53M +$2.53M +6,018 New
PTC
2052
Provident Trust Company
Wisconsin
$2.53M – – –
FFS
2053
Founders Financial Securities
Maryland
$2.52M +$5.47K +13 +0.2%
ORC
2054
O'Rourke & Company
Massachusetts
$2.52M +$380K +905 +18%
DA
2055
Dover Advisors
Virginia
$2.52M +$2.01M +4,774 +395%
OL
2056
Optas LLC
Texas
$2.5M +$22.3K +53 +0.9%
NGA
2057
Naples Global Advisors
Florida
$2.5M -$122K -289 -5%
FWM
2058
Fingerlakes Wealth Management
New York
$2.5M +$19.3K +46 +0.8%
ITB
2059
Idaho Trust Bank
Idaho
$2.5M +$2.07M +4,934 +493%
MPM
2060
MBB Public Markets
Illinois
$2.49M +$1.15M +2,731 +85%
CAGAS
2061
Capital Advisory Group Advisory Services
Minnesota
$2.49M +$158K +376 +7%
RVPG
2062
Relative Value Partners Group
$2.48M +$130K +338 +6%
BI
2063
Ballast Inc
Kentucky
$2.48M – – –
RWP
2064
Revolve Wealth Partners
New Jersey
$2.48M +$122K +290 +5%
BWP
2065
BSW Wealth Partners
Colorado
$2.48M +$642K +1,527 +35%
IWA
2066
Invera Wealth Advisors
Oregon
$2.47M +$74.4K +186 +3%
SMWM
2067
Silvia McColl Wealth Management
California
$2.47M +$317K +775 +15%
PWM
2068
Palumbo Wealth Management
New York
$2.47M – – –
TA
2069
TruWealth Advisors
Louisiana
$2.45M -$156K -372 -6%
MCM
2070
Monarch Capital Management
Indiana
$2.45M -$48.4K -115 -2%
WHC
2071
Wulff, Hansen & Co
California
$2.45M +$372K +885 +18%
VF
2072
Vawter Financial
Ohio
$2.44M -$68.5K -163 -3%
LFA
2073
Legacy Financial Advisors
Kentucky
$2.44M +$85.8K +204 +4%
BCM
2074
Bourgeon Capital Management
Connecticut
$2.44M +$5.05K +12 +0.2%
TPW
2075
Transatlantique Private Wealth
New York
$2.44M -$10.5K -25 -0.4%
81 82
83
84 85