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 %
NRC
2451
New Republic Capital
North Carolina
$1.52M +$151K +358 +11%
MA
2452
MKT Advisors
California
$1.52M – – –
FCFC
2453
First Commonwealth Financial Corp
Pennsylvania
$1.52M +$47.9K +114 +3%
AWA
2454
Aletheian Wealth Advisors
Washington
$1.51M -$95.5K -227 -6%
SAM
2455
Sequent Asset Management
Texas
$1.51M +$2.1K +5 +0.1%
VWM
2456
Venturi Wealth Management
Texas
$1.51M +$156K +372 +12%
CRWM
2457
Castle Rock Wealth Management
California
$1.51M -$7.57K -19 -0.5%
CSC
2458
Cove Street Capital
California
$1.51M -$3.16M -7,510 -68%
GCM
2459
Galibier Capital Management
Ontario, Canada
$1.51M – – –
GFWA
2460
Grey Fox Wealth Advisors
Delaware
$1.51M +$275K +654 +22%
CYG
2461
Clean Yield Group
Vermont
$1.5M -$4.21K -10 -0.3%
WC
2462
Waterloo Capital
Texas
$1.5M -$25.2K -60 -2%
BP
2463
BCK Partners
New York
$1.5M +$13.5K +32 +0.9%
SW
2464
StrongBox Wealth
Missouri
$1.5M -$62.2K -148 -4%
SIG
2465
Spinnaker Investment Group
California
$1.5M +$25.7K +61 +2%
CIA
2466
Cladis Investment Advisory
Montana
$1.5M – – –
LWM
2467
Laidlaw Wealth Management
New York
$1.49M -$3.42M -8,127 -70%
KWA
2468
Kellett Wealth Advisors
Ohio
$1.49M -$6.9M -16,408 -82%
TCM
2469
Tandem Capital Management
New Jersey
$1.49M -$32.8K -78 -2%
GSAM
2470
Grant Street Asset Management
Pennsylvania
$1.49M -$20.2K -48 -1%
SAM
2471
S.A. Mason
Michigan
$1.49M – – –
BAM
2472
Bosun Asset Management
Illinois
$1.49M -$122K -289 -8%
SXL
2473
Summit X LLC
Missouri
$1.49M +$19.3K +46 +1%
AWA
2474
Acorn Wealth Advisors
Michigan
$1.48M -$8.83K -21 -0.6%
RWM
2475
Revisor Wealth Management
Ohio
$1.48M +$599K +1,541 +68%
97 98
99
100 101