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 %
LTAS
2401
Linden Thomas Advisory Services
North Carolina
$1.6M +$297K +707 +23%
BDF
2402
Black Diamond Financial
Maryland
$1.6M – – –
AGWCA
2403
Annis Gardner Whiting Capital Advisors
Florida
$1.6M -$153K -363 -9%
CPRC
2404
Consolidated Portfolio Review Corp
New York
$1.59M -$32.8K -78 -2%
WAOI
2405
Wealth Advisors of Iowa
Iowa
$1.59M +$56.8K +135 +4%
MCC
2406
Money Concepts Capital
Florida
$1.59M +$229K +544 +17%
FIM
2407
Fernwood Investment Management
Massachusetts
$1.59M +$20K +48 +1%
First Eagle Investment Management
2408
First Eagle Investment Management
New York
$1.59M +$829K +1,972 +109%
ATI
2409
Act Two Investors
California
$1.59M +$93.4K +222 +6%
9WM
2410
9258 Wealth Management
Ohio
$1.59M -$252K -600 -14%
HWM
2411
Horizon Wealth Management
Illinois
$1.59M +$39.9K +95 +3%
DTC
2412
Davidson Trust Company
Washington
$1.59M +$210K +500 +15%
LWP
2413
Laurel Wealth Planning
Minnesota
$1.59M +$3.79K +9 +0.2%
UB
2414
Umpqua Bank
Oregon
$1.58M +$1.58M +3,761 New
OCM
2415
Osterweis Capital Management
California
$1.58M – – –
CCG
2416
Coastwise Capital Group
California
$1.57M -$36.2K -86 -2%
B
2417
Bensler
Washington
$1.57M -$41.6K -99 -3%
KFI
2418
Key Financial Inc
Pennsylvania
$1.57M – – –
WWP
2419
WR Wealth Planners
Missouri
$1.57M +$10.1K +24 +0.6%
WP
2420
Wealthspan Partners
Iowa
$1.57M +$12.2K +29 +0.8%
WAOTB
2421
Wealth Advisors of Tampa Bay
Florida
$1.57M -$11.4K -27 -0.7%
SAM
2422
Secure Asset Management
Michigan
$1.57M +$175K +416 +13%
GF
2423
Gries Financial
Ohio
$1.56M +$890K +2,117 +132%
SWM
2424
Scissortail Wealth Management
Oklahoma
$1.56M -$1.6M -3,819 -51%
AP
2425
Atwood & Palmer
Missouri
$1.56M -$13.9K -33 -0.9%
95 96
97
98 99