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 %
FMLI
2101
Fukoku Mutual Life Insurance
Japan
$2.35M -$196K -465 -8%
TSW
2102
Three Seasons Wealth
Utah
$2.34M – – –
AA
2103
Auxano Advisors
Washington
$2.33M +$218K +518 +10%
DL
2104
DOHJ LLC
Washington
$2.33M +$36.2K +86 +2%
FFA
2105
Founders Financial Alliance
North Carolina
$2.32M +$120K +286 +5%
HCMG
2106
Howard Capital Management Group
California
$2.32M +$255K +606 +12%
FCM
2107
Firestone Capital Management
Florida
$2.32M – – –
MWM
2108
Mattern Wealth Management
Kansas
$2.32M +$9.67K +23 +0.4%
CAM
2109
CPA Asset Management
Florida
$2.31M – – –
WWP
2110
Walden Wealth Partners
Ohio
$2.31M +$9.97K +24 +0.4%
HFS
2111
Hantz Financial Services
Michigan
$2.31M -$54.7K -130 -2%
WCG
2112
Weaver Consulting Group
California
$2.31M -$167K -398 -7%
LWM
2113
Liberty Wealth Management
California
$2.3M -$26.5K -63 -1%
VCM
2114
Virtue Capital Management
Tennessee
$2.3M +$165K +408 +8%
PAA
2115
Peregrine Asset Advisers
Oregon
$2.3M – – –
FA
2116
FF Advisors
California
$2.3M +$17.7K +42 +0.8%
RPGK
2117
Retirement Planning Group (Kansas)
Kansas
$2.3M +$88.7K +211 +4%
FHWM
2118
Fox Hill Wealth Management
Massachusetts
$2.3M +$153K +365 +7%
EWM
2119
Elmwood Wealth Management
California
$2.3M +$692K +1,646 +43%
BF
2120
Blankinship & Foster
California
$2.3M -$5.47K -13 -0.2%
PP
2121
Pegasus Partners
Wisconsin
$2.29M +$23.5K +56 +1%
KNW
2122
Kesler Norman & Wride
Utah
$2.29M +$1.76M +4,183 +330%
TAM
2123
Tealwood Asset Management
Minnesota
$2.29M – – –
AFM
2124
Armstrong Fleming & Moore
District of Columbia
$2.29M – – –
SW
2125
SkyOak Wealth
Michigan
$2.28M +$149K +355 +7%
83 84
85
86 87