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 %
UWS
2076
Unique Wealth Strategies
Illinois
$2.44M -$66.4K -158 -3%
IP
2077
Investment Partners
Ohio
$2.44M – – –
SCM
2078
Spreng Capital Management
Ohio
$2.43M -$3.79K -9 -0.2%
AAIS
2079
ABN AMRO Investment Solutions
$2.43M -$74.4K -177 -3%
IIC
2080
Integrated Investment Consultants
Michigan
$2.42M +$43.3K +103 +2%
FIC
2081
FCG Investment Company
Tennessee
$2.42M +$127K +302 +6%
BBNA
2082
Bremer Bank National Association
Minnesota
$2.42M -$529K -1,259 -18%
ZIG
2083
Zullo Investment Group
Pennsylvania
$2.42M +$1.26K +3 +0.1%
MIC
2084
Meridian Investment Counsel
California
$2.42M -$101K -240 -4%
CWM
2085
Concentrum Wealth Management
California
$2.41M +$651K +1,548 +37%
ROTUOC
2086
Regents of the University of California
California
$2.41M – – –
SSWM
2087
Strait & Sound Wealth Management
California
$2.41M -$33.8K -83 -1%
GGI
2088
Godsey & Gibb Inc
Virginia
$2.4M +$7.57K +18 +0.3%
LRIA
2089
Leonard Rickey Investment Advisors
Washington
$2.4M -$43.3K -103 -2%
AIA
2090
Arbor Investment Advisors
North Carolina
$2.4M +$2.94K +7 +0.1%
Point72 Asset Management
2091
Point72 Asset Management
Connecticut
$2.4M -$137K -325 -5%
CIC
2092
Cutler Investment Counsel
Oregon
$2.39M -$30.3K -72 -1%
V
2093
ViaWealth
Kansas
$2.38M -$23.1K -55 -1%
SAM
2094
Steinberg Asset Management
New York
$2.38M – – –
RIS
2095
Retirement Income Solutions
Michigan
$2.38M – – –
FPFS
2096
First Personal Financial Services
North Carolina
$2.38M -$108K -258 -4%
FWP
2097
Firethorn Wealth Partners
Georgia
$2.38M +$122K +291 +5%
HCCM
2098
Hudson Canyon Capital Management
New York
$2.38M +$2.38M +5,650 New
PCH
2099
PGIM Custom Harvest
New Jersey
$2.37M -$3.36K -8 -0.1%
BSB
2100
Bangor Savings Bank
Maine
$2.36M -$151K -360 -6%
82 83
84
85 86