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 %
FPCG
2326
Fort Pitt Capital Group
Pennsylvania
$1.74M -$8.83K -21 -0.5%
Balyasny Asset Management
2327
Balyasny Asset Management
Illinois
$1.74M -$16M -38,116 -90%
SIC
2328
Sigma Investment Counselors
Michigan
$1.73M +$102K +243 +6%
TCOT
2329
Trust Company of Toledo
Ohio
$1.73M +$79.9K +190 +5%
MWM
2330
Massachusetts Wealth Management
Massachusetts
$1.72M +$347K +825 +25%
TSS
2331
Two Sigma Securities
New York
$1.72M -$4.38M -10,413 -72%
SAM
2332
Smartleaf Asset Management
Massachusetts
$1.72M +$1.72M +4,127 New
Fuller & Thaler Asset Management
2333
Fuller & Thaler Asset Management
California
$1.72M -$841 -2 -0%
JGIA
2334
Jackson Grant Investment Advisers
Connecticut
$1.72M – – –
WI
2335
WrapManager Inc
California
$1.72M -$55.9K -133 -3%
PA
2336
Parkside Advisors
California
$1.72M +$1.68K +4 +0.1%
CWA
2337
Cornerstone Wealth Advisors
Minnesota
$1.72M -$90.4K -215 -5%
FGI
2338
Foresight Global Investors
New York
$1.72M – – –
CT
2339
ClearAlpha Technologies
Connecticut
$1.71M +$1.71M +4,071 New
LIG
2340
Lokken Investment Group
Delaware
$1.71M -$12.6K -30 -0.7%
NCFG
2341
New Century Financial Group
New Jersey
$1.71M +$225K +536 +15%
GCA
2342
Guardian Capital Advisors
Ontario, Canada
$1.71M +$75.6K +190 +5%
BFM
2343
Boothbay Fund Management
New York
$1.7M +$278K +661 +20%
LT
2344
Legacy Trust
Michigan
$1.7M -$193K -460 -10%
EFA
2345
Evernest Financial Advisors
Indiana
$1.7M -$108K -266 -6%
DMBA
2346
Deseret Mutual Benefit Administrators
Utah
$1.69M +$196K +466 +13%
KCFA
2347
Key Client Fiduciary Advisors
New Jersey
$1.69M +$110K +262 +7%
VCM
2348
Vivaldi Capital Management
Illinois
$1.69M -$65.9K -160 -4%
CFA
2349
Capstone Financial Advisors
Illinois
$1.69M +$10.5K +25 +0.6%
GA
2350
Geller Advisors
New York
$1.69M +$378K +899 +29%
92 93
94
95 96