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 %
NLP
2201
Next Level Private
New York
$2.05M +$1.06M +2,532 +108%
KW
2202
KWB Wealth
California
$2.04M +$1.6M +3,796 +360%
FCG
2203
Financial Connections Group
California
$2.04M -$150K -356 -7%
FWTB
2204
First Western Trust Bank
Colorado
$2.04M -$58.9K -140 -3%
TA
2205
TFB Advisors
Kansas
$2.04M +$521K +1,307 +34%
IF
2206
Intrua Financial
Texas
$2.03M -$2.52K -6 -0.1%
EWA
2207
Encompass Wealth Advisors
Oregon
$2.03M – – –
TWP
2208
Tyche Wealth Partners
Texas
$2.03M +$37.9K +90 +2%
MA
2209
MJP Associates
Connecticut
$2.03M +$341K +811 +20%
EFL
2210
ERn Financial LLC
Wisconsin
$2.02M +$15.1K +36 +0.8%
CC
2211
Capital Counsel
New York
$2.01M -$4.21K -10 -0.2%
AWM
2212
Aries Wealth Management
Maine
$2.01M +$33.6K +80 +2%
PSB
2213
Piscataqua Savings Bank
New Hampshire
$2.01M -$11.4K -27 -0.6%
KCM
2214
Kornitzer Capital Management
Kansas
$2.01M +$1M +2,388 +100%
HWA
2215
Heartwood Wealth Advisors
Virginia
$2.01M -$4.63K -11 -0.2%
SPC
2216
Stewart & Patten Company
California
$2.01M -$84.1K -200 -4%
SC
2217
Summa Corp
Texas
$2M – – –
CFD
2218
Creative Financial Designs
Indiana
$2M +$247K +588 +14%
CCP
2219
Clough Capital Partners
Massachusetts
$2M +$1.69M +4,029 +552%
AWM
2220
Accurate Wealth Management
Florida
$2M +$183K +451 +10%
FLI
2221
Family Legacy Inc
South Carolina
$1.99M -$103K -246 -5%
IIL
2222
Insight Inv LLC
California
$1.99M -$4.21K -10 -0.2%
FMN
2223
Financial Management Network
California
$1.99M +$1.99M +4,798 New
IWN
2224
Independent Wealth Network
Iowa
$1.99M +$74.4K +177 +4%
PPW
2225
Parcion Private Wealth
Washington
$1.99M -$9.25K -22 -0.5%
87 88
89
90 91