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 %
GAA
2176
Guardian Asset Advisors
Pennsylvania
$2.13M +$37.4K +89 +2%
SCA
2177
Sippican Capital Advisors
Massachusetts
$2.13M -$507K -1,205 -19%
JC
2178
JB Capital
Connecticut
$2.13M +$135K +321 +7%
GWMR
2179
GC Wealth Management RIA
Massachusetts
$2.12M +$267K +636 +14%
1WM
2180
1900 Wealth Management
Texas
$2.12M -$122K -291 -5%
CPP
2181
Capasso Planning Partners
South Carolina
$2.11M +$51.7K +123 +3%
HBT
2182
Hills Bank & Trust
Iowa
$2.11M +$32.8K +78 +2%
YLHM
2183
Yelin Lapidot Holdings Management
Israel
$2.1M – – –
MIA
2184
MMBG Investment Advisors
Florida
$2.1M – – –
JAFL
2185
Jay A. Fishman Ltd
Michigan
$2.1M +$14.7K +35 +0.7%
SA
2186
SL Advisors
New Jersey
$2.1M +$2.52K +6 +0.1%
LWP
2187
LMG Wealth Partners
Louisiana
$2.09M +$13.5K +32 +0.6%
FH
2188
FWG Holdings
Florida
$2.09M +$253K +619 +14%
IWA
2189
IBEX Wealth Advisors
New Jersey
$2.09M +$2.08M +6,747 +96,386%
TBWA
2190
Three Bridge Wealth Advisors
California
$2.08M -$195K -464 -9%
FNFDCM
2191
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.08M -$40K -95 -2%
LWMG
2192
Levy Wealth Management Group
Pennsylvania
$2.08M – – –
TRIA
2193
Trail Ridge Investment Advisors
Colorado
$2.07M -$146K -348 -7%
KWS
2194
Keystone Wealth Services
California
$2.07M -$7.57K -18 -0.4%
FCM
2195
Fortis Capital Management
Washington
$2.06M +$99.2K +236 +5%
AA
2196
Alta Advisers
United Kingdom
$2.06M – – –
AIM
2197
ARGA Investment Management
Connecticut
$2.06M – – –
OIS
2198
Okabena Investment Services
Minnesota
$2.06M – – –
AFO
2199
Arrowroot Family Office
California
$2.05M -$16.8K -40 -0.8%
AAM
2200
Ascension Asset Management
New York
$2.05M +$2.05M +4,872 New
86 87
88
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