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 %
MWM
2426
Mittelman Wealth Management
Massachusetts
$1.56M +$1.56M +3,708 New
CNB
2427
Camden National Bank
Maine
$1.56M +$262K +624 +20%
PM
2428
Penbrook Management
New York
$1.56M – – –
PWM
2429
PBMares Wealth Management
Virginia
$1.56M -$33.6K -80 -2%
Two Sigma Investments
2430
Two Sigma Investments
New York
$1.56M – – –
YWS
2431
Yarger Wealth Strategies
Ohio
$1.55M +$6.73K +16 +0.4%
AWA
2432
Arbor Wealth Advisors
Michigan
$1.55M – – –
GPA
2433
Guerra Pan Advisors
New Jersey
$1.55M +$66.4K +158 +4%
SHJ
2434
Sharkey, Howes & Javer
Colorado
$1.55M +$7.57K +18 +0.5%
PWA
2435
Prairie Wealth Advisors
Nebraska
$1.55M +$1.55M +3,679 New
KPWG
2436
KFA Private Wealth Group
Virginia
$1.54M +$59.3K +141 +4%
BWA
2437
Boulder Wealth Advisors
Colorado
$1.54M +$1.54M +3,670 New
FVWA
2438
Foster Victor Wealth Advisors
South Carolina
$1.54M +$6.52K +16 +0.4%
EWS
2439
Evergreen Wealth Solutions
Pennsylvania
$1.54M -$337K -801 -18%
CFS
2440
Coordinated Financial Services
Colorado
$1.54M +$1.54M +3,660 New
LCM
2441
Liberty Capital Management
Michigan
$1.54M -$63.1K -150 -4%
TC
2442
Trilogy Capital
California
$1.54M -$7.57K -18 -0.5%
TWM
2443
TriaGen Wealth Management
California
$1.54M – – –
HCM
2444
Howard Capital Management
Georgia
$1.53M +$116K +275 +8%
HBT
2445
Heartland Bank & Trust
Illinois
$1.53M -$9.25K -22 -0.6%
FC
2446
Family CFO
California
$1.53M – – –
GCM
2447
Gibraltar Capital Management
Oklahoma
$1.53M -$137K -326 -8%
NIC
2448
Northwest Investment Counselors
Oregon
$1.53M – – –
FCM
2449
Family Capital Management
Michigan
$1.53M -$1.26K -3 -0.1%
FCM
2450
Fourpath Capital Management
Oklahoma
$1.52M – – –
96 97
98
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