BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,532 hedge funds and large institutions have $256B invested in Berkshire Hathaway Class B in 2023 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,365 increasing their positions, 1,394 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,532
Holders Change
-18
Holders Change %
-0.51%
% of All Funds
56.53%
Holding in Top 10
627
Holding in Top 10 Change
-64
Holding in Top 10 Change %
-9.26%
% of All Funds
10.04%
New
157
Increased
1,365
Reduced
1,394
Closed
96
Calls
$5.39B
Puts
$3.71B
Net Calls
+$1.69B
Net Calls Change
-$52.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$44.1B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.41B
3
Bank of America
Bank of America
North Carolina
$3.5B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$805M
5
Goldman Sachs
Goldman Sachs
New York
$2.21B

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$6.08B
2
State Street
State Street
Massachusetts
$21B
3
GQG Partners
GQG Partners
Florida
$808K
4
Barclays
Barclays
United Kingdom
$1.07B
5
QP
Quilter Plc
United Kingdom
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Trading
226
Walleye Trading
New York
$89M -$13.6M -43,993 -13%
BGIM
227
Brandywine Global Investment Management
Pennsylvania
$88.8M -$4.91M -15,902 -5%
SJL
228
Shayne & Jacobs LLC
Tennessee
$88.5M +$278K +900 +0.3%
RI
229
RWWM Inc
California
$88.4M -$439K -1,421 -0.5%
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$87.9M +$4.37M +14,167 +5%
CC
231
Cannell & Co
New York
$86.8M -$763K -2,470 -0.9%
YCM
232
Yousif Capital Management
Michigan
$86.7M -$4.23M -13,701 -5%
OWP
233
Obermeyer Wealth Partners
Colorado
$85.8M -$2.55M -8,220 -3%
CAN
234
Cetera Advisor Networks
California
$85.6M +$1.05M +3,386 +1%
JFL
235
Jarislowsky, Fraser Ltd
Quebec, Canada
$84.8M +$1.06M +3,426 +1%
VF
236
Virtu Financial
New York
$84.7M -$40.2M -130,079 -32%
VAM
237
Vontobel Asset Management
New York
$84.7M +$33.9M +112,875 +67%
VLKIM
238
Van Lanschot Kempen Investment Management
Netherlands
$84.6M +$84.6M +274,000 New
MVIP
239
Mar Vista Investment Partners
California
$84.6M -$1.5M -4,859 -2%
SIG
240
Stonegate Investment Group
Alabama
$84.4M +$20.3M +65,859 +32%
RMDI
241
R.M. Davis Inc
Maine
$83.5M -$245K -793 -0.3%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$83.3M +$220K +713 +0.3%
PI
243
Putnam Investments
Massachusetts
$82.3M +$3.48M +11,271 +4%
DMIC
244
Dixon Mitchell Investment Counsel
British Columbia, Canada
$82M -$5.82M -18,845 -7%
DADC
245
D.A. Davidson & Co
Montana
$81.5M -$1.69M -5,476 -2%
Nisa Investment Advisors
246
Nisa Investment Advisors
Missouri
$81.3M +$598K +1,938 +0.7%
CWM
247
CIBC World Markets
New York
$81M -$176M -570,989 -69%
FMI
248
Factory Mutual Insurance
Massachusetts
$80.6M -$1.57M -5,100 -2%
TF
249
TIAA FSB
Florida
$80.3M +$5.37M +17,398 +7%
URS
250
Utah Retirement Systems
Utah
$79.8M +$216K +700 +0.3%
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