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 %
RBC
2151
Romano Brothers & Co
Illinois
$2.2M +$258K +614 +13%
AGC
2152
Aspen Grove Capital
Colorado
$2.2M +$484K +1,151 +28%
Q
2153
QVR
California
$2.2M +$2.2M +5,225 New
CCM
2154
Consolidated Capital Management
California
$2.2M -$1.26K -3 -0.1%
HCM
2155
Helios Capital Management
Singapore
$2.19M – – –
ACA
2156
Aspire Capital Advisors
Washington
$2.19M +$71.1K +169 +3%
DBRC
2157
D.B. Root & Company
Pennsylvania
$2.19M -$3.36K -8 -0.2%
BEI
2158
Benjamin Edwards Inc
Missouri
$2.19M +$30.3K +72 +1%
AWP
2159
Abacus Wealth Partners
California
$2.18M -$32.8K -78 -1%
WE
2160
Wealth Effects
Massachusetts
$2.18M -$66.9K -159 -3%
IGWM
2161
ICA Group Wealth Management
Colorado
$2.18M +$390K +927 +22%
SPC
2162
Spirepoint Private Client
Florida
$2.17M +$2.17M +5,156 New
HL
2163
HeadInvest LLC
Maine
$2.17M +$5.89K +14 +0.3%
CGA
2164
Channing Global Advisors
Florida
$2.17M -$1.11M -2,635 -34%
EFMC
2165
Empire Financial Management Company
New York
$2.16M +$625K +1,487 +41%
SCA
2166
Sage Capital Advisors
South Dakota
$2.16M +$48.4K +115 +2%
SIA
2167
Strategic Investment Advisors
Michigan
$2.15M -$287K -682 -12%
KLCM
2168
KG&L Capital Management
Louisiana
$2.15M +$282K +671 +15%
IP
2169
Ignite Planners
California
$2.15M – – –
PAM
2170
Paradigm Asset Management
New York
$2.15M -$105K -250 -5%
MHC
2171
Meyer Handelman Company
New York
$2.15M +$1.45M +3,450 +208%
SAM
2172
Seelaus Asset Management
New Jersey
$2.15M -$166K -395 -7%
SCA
2173
Stonebridge Capital Advisors
Minnesota
$2.15M +$307K +729 +17%
OWP
2174
Old Well Partners
North Carolina
$2.14M – – –
TCPW
2175
Twin City Private Wealth
North Carolina
$2.14M +$2.14M +5,088 New
85 86
87
88 89