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 %
CA
2226
Corrado Advisors
New Jersey
$1.98M +$1.98M +4,701 New
CCM
2227
Carlson Capital Management
Minnesota
$1.98M -$3.57M -8,495 -64%
MMHP
2228
Murphy Middleton Hinkle & Parker
Georgia
$1.97M -$214K -510 -10%
OL
2229
OneFund LLC
Florida
$1.97M -$53.8K -128 -3%
PWM
2230
Peterson Wealth Management
Nevada
$1.97M +$245K +582 +14%
EFSCE
2231
Enterprise Financial Services Corp (EFSC)
Missouri
$1.97M -$76.1K -181 -4%
DSA
2232
Droms Strauss Advisors
Missouri
$1.96M -$1.26K -3 -0.1%
PT
2233
Plimoth Trust
Massachusetts
$1.96M +$152K +362 +8%
LC
2234
LCNB Corp
Ohio
$1.96M +$6.31K +15 +0.3%
CA
2235
Centerpoint Advisors
Massachusetts
$1.96M -$150K -356 -7%
AFS
2236
Aft Forsyth & Sober
Florida
$1.96M – – –
PNAA
2237
Pictet North America Advisors
Switzerland
$1.96M – – –
BB
2238
Bell Bank
North Dakota
$1.95M +$841 +2 +0%
GAM
2239
Gemmer Asset Management
California
$1.95M -$6.31K -15 -0.3%
AR
2240
Advisory Research
Illinois
$1.95M -$10.1K -24 -0.5%
LCM
2241
LVM Capital Management
Michigan
$1.94M -$21K -50 -1%
OC
2242
Oarsman Capital
Wisconsin
$1.94M -$572K -1,361 -23%
SM
2243
Sciencast Management
New Jersey
$1.94M +$107K +254 +6%
IIM
2244
Intact Investment Management
Quebec, Canada
$1.93M – – –
AWAP
2245
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.93M +$75.7K +180 +4%
LFS
2246
Lutz Financial Services
Nebraska
$1.93M – – –
IBOK
2247
Independence Bank of Kentucky
Kentucky
$1.93M +$325K +774 +20%
AWG
2248
Altus Wealth Group
Colorado
$1.93M +$14.3K +34 +0.7%
OAM
2249
Occidental Asset Management
California
$1.93M +$87K +207 +5%
ODIJL
2250
One Day In July LLC
Vermont
$1.93M +$360K +855 +23%
88 89
90
91 92