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 %
HWM
2351
Hemington Wealth Management
Virginia
$1.69M +$92.6K +220 +6%
PPP
2352
Private Portfolio Partners
New Jersey
$1.69M +$14.7K +35 +0.9%
CFS
2353
Cannon Financial Strategists
Georgia
$1.69M – – –
BFA
2354
Brown Financial Advisory
Alabama
$1.69M – – –
RW
2355
RVW Wealth
California
$1.68M +$132K +313 +8%
RA
2356
Rise Advisors
New York
$1.68M +$382K +908 +29%
MAWCM
2357
Mine & Arao Wealth Creation & Management
California
$1.68M -$14.7K -35 -0.9%
JSW
2358
Journey Strategic Wealth
New Jersey
$1.67M +$467K +1,111 +39%
KA
2359
Kercheville Advisors
Texas
$1.67M – – –
CC
2360
Callan Capital
California
$1.67M +$447K +1,062 +36%
MPIA
2361
Mountain Pacific Investment Advisers
Idaho
$1.67M +$2.52K +6 +0.2%
SIS
2362
Sound Income Strategies
Florida
$1.67M +$37.4K +89 +2%
COCM
2363
Charter Oak Capital Management
New Hampshire
$1.67M +$673K +1,601 +68%
SOAMC
2364
Spirit of America Management Corp
New York
$1.67M – – –
GAG
2365
GM Advisory Group
New York
$1.67M -$101K -239 -6%
HP
2366
Holowesko Partners
Bahamas
$1.67M – – –
OLVIG
2367
Oliver Lagore Vanvalin Investment Group
Michigan
$1.67M +$415K +987 +33%
APG
2368
Abacus Planning Group
South Carolina
$1.67M +$12.6K +30 +0.8%
RMC
2369
Resources Management Corp
Connecticut
$1.66M +$46.3K +110 +3%
SIC
2370
SFE Investment Counsel
California
$1.66M +$127K +301 +8%
CWG
2371
Crown Wealth Group
North Carolina
$1.66M +$156K +372 +10%
VA
2372
Verdad Advisers
Massachusetts
$1.66M +$1.66M +3,939 New
TC
2373
Tacita Capital
Ontario, Canada
$1.66M – – –
SFG
2374
Sterling Financial Group
California
$1.65M +$881K +2,095 +114%
BA
2375
Bluesphere Advisors
Pennsylvania
$1.65M -$250K -595 -13%
93 94
95
96 97