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 %
GB
2126
Goepper Burkhardt
South Carolina
$2.28M -$51.5K -125 -2%
DSN
2127
D. Scott Neal
Kentucky
$2.27M – – –
ACM
2128
AlphaStar Capital Management
North Carolina
$2.27M +$530K +1,260 +30%
PFA
2129
Petra Financial Advisors
Colorado
$2.26M +$157K +378 +7%
ODG
2130
O'Dell Group
Ohio
$2.26M -$288K -686 -11%
EDRIA
2131
Edmonds Duncan Registered Investment Advisors
Kansas
$2.25M -$6.73K -16 -0.3%
ACP
2132
Aveo Capital Partners
Colorado
$2.25M +$1.19M +2,961 +112%
TFA
2133
Tranquilli Financial Advisor
New Jersey
$2.24M -$161K -382 -7%
Kayne Anderson Rudnick Investment Management
2134
Kayne Anderson Rudnick Investment Management
California
$2.24M -$188K -446 -8%
SAM
2135
Soditic Asset Management
United Kingdom
$2.24M -$2.04M -4,849 -48%
UAS
2136
United Asset Strategies
New York
$2.23M +$175K +416 +9%
AIM
2137
Alhambra Investment Management
Florida
$2.23M -$45K -107 -2%
NSAM
2138
North Star Asset Management
Wisconsin
$2.22M +$7.99K +19 +0.4%
CA
2139
Claro Advisors
Massachusetts
$2.22M +$340K +809 +18%
SCP
2140
Stevens Capital Partners
Nebraska
$2.22M +$358K +851 +19%
MJP
2141
Michael J. Puzo
$2.22M +$368K +875 +20%
GLA
2142
Good Life Advisors
Pennsylvania
$2.22M -$260K -619 -11%
BAAM
2143
Baker Avenue Asset Management
California
$2.22M -$29.9K -71 -1%
EP
2144
Edgestream Partners
New Jersey
$2.22M -$1.93M -4,601 -47%
PHWM
2145
Pine Harbor Wealth Management
Maryland
$2.21M – – –
TP
2146
Tranquility Partners
Tennessee
$2.21M +$11.4K +27 +0.5%
WFI
2147
West Family Investments
California
$2.21M +$104K +248 +5%
TNAM
2148
Terra Nova Asset Management
New York
$2.21M +$472K +1,123 +27%
SL
2149
SFM LLC
New Hampshire
$2.2M -$115K -273 -5%
BMWM
2150
Brown Miller Wealth Management
Virginia
$2.2M – – –
84 85
86
87 88