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 %
SFP
2301
Sandbox Financial Partners
Maryland
$1.8M +$531K +1,263 +42%
CC
2302
Courier Capital
New York
$1.8M +$1.26K +3 +0.1%
SWK
2303
Stephen W. Kidder
$1.79M -$82K -195 -4%
HAIM
2304
Hunter Associates Investment Management
Pennsylvania
$1.79M -$70.6K -168 -4%
Voloridge Investment Management
2305
Voloridge Investment Management
Florida
$1.79M +$1.79M +4,262 New
HC
2306
Hamilton Capital
Ohio
$1.79M +$173K +411 +11%
GGS
2307
Galvin Gaustad & Stein
Arizona
$1.79M -$58K -138 -3%
OCM
2308
Orleans Capital Management
Louisiana
$1.79M – – –
NPFS
2309
Novak & Powell Financial Services
Florida
$1.78M -$22K -96 -1%
KFS
2310
Keynote Financial Services
Connecticut
$1.78M +$1.78M +4,230 New
PO
2311
Private Ocean
California
$1.78M -$29.4K -70 -2%
FEM
2312
Fulcrum Equity Management
Texas
$1.78M +$195K +463 +12%
CWM
2313
Centurion Wealth Management
Virginia
$1.78M +$74.4K +177 +4%
AC
2314
Allstate Corporation
Illinois
$1.77M – – –
FEG
2315
Financial Enhancement Group
Indiana
$1.77M +$14.1K +35 +0.8%
SIC
2316
Schwartz Investment Counsel
Michigan
$1.77M -$42.1K -100 -2%
PWMG
2317
Prestige Wealth Management Group
New Jersey
$1.77M -$2.07M -4,921 -54%
PAM
2318
Palisade Asset Management
Minnesota
$1.76M -$72.8K -173 -4%
SPIO
2319
Seven Post Investment Office
California
$1.76M +$4.63K +11 +0.3%
DPIM
2320
Duff & Phelps Investment Management
Illinois
$1.76M +$7.57K +18 +0.4%
BHA
2321
Beech Hill Advisors
New York
$1.76M -$252K -600 -13%
VP
2322
Verum Partners
North Carolina
$1.75M +$7.57K +18 +0.4%
FIM
2323
Freedom Investment Management
Connecticut
$1.75M -$297K -706 -15%
CCM
2324
Crew Capital Management
Ohio
$1.75M +$771K +1,833 +79%
HRC
2325
Hoertkorn Richard Charles
$1.75M -$151K -360 -8%
91 92
93
94 95