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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,624 hedge funds and large institutions have $296B invested in Berkshire Hathaway Class B in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,468 increasing their positions, 1,358 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,624
Holders Change
+39
Holders Change %
+1.09%
% of All Funds
57.78%
Holding in Top 10
697
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+8.23%
% of All Funds
11.11%
New
160
Increased
1,468
Reduced
1,358
Closed
81
Calls
$6.44B
Puts
$3.86B
Net Calls
+$2.57B
Net Calls Change
-$487M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$850M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.7B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$11.7B
4
BlackRock
4
BlackRock
New York
$36.4B
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$382M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
Gates Foundation Trust
2
Gates Foundation Trust
Washington
$7.89B
3
Deutsche Bank
3
Deutsche Bank
Germany
$520M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.71B
5
State Street
5
State Street
Massachusetts
$23.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
226
Private Advisor Group
New Jersey
$109M +$2.9M +8,287 +3%
UAM
227
UAS Asset Management
New York
$108M -$920K -2,627 -0.8%
PFO
228
Pathstone Family Office
New Jersey
$107M +$84.2M +239,373 +367%
PAM
229
Panagora Asset Management
Massachusetts
$105M +$5.07M +14,478 +5%
MIHAS
230
Maj Invest Holding A/S
Denmark
$105M +$105M +300,729 New
FRAF
231
Första AP-fonden
Sweden
$105M -$385K -1,100 -0.4%
UCFA
232
United Capital Financial Advisors
Texas
$105M -$13M -37,244 -11%
TAF
233
Tredje AP-fonden
Sweden
$104M -$6.08M -17,344 -6%
EWM
234
Evercore Wealth Management
New York
$103M -$507K -1,448 -0.5%
MIP
235
Mondrian Investment Partners
United Kingdom
$103M -$16.5M -47,190 -14%
Voloridge Investment Management
236
Voloridge Investment Management
Florida
$103M -$123M -352,270 -55%
CWM
237
CIBC World Markets
New York
$103M -$87.5M -249,805 -46%
OP
238
Oldfield Partners
United Kingdom
$103M -$20.9M -59,700 -17%
SJL
239
Shayne & Jacobs LLC
Tennessee
$102M +$2.49M +7,118 +2%
Calamos Advisors
240
Calamos Advisors
Illinois
$102M – – –
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$102M +$7.92M +22,616 +8%
Hudson Bay Capital Management
242
Hudson Bay Capital Management
Connecticut
$102M +$48.3M +138,000 +91%
Walleye Trading
243
Walleye Trading
New York
$98.3M +$11.2M +32,045 +13%
RI
244
RWWM Inc
California
$98.3M -$1.14M -3,263 -1%
YCM
245
Yousif Capital Management
Michigan
$97.1M -$1.9M -5,435 -2%
KBC Group
246
KBC Group
Belgium
$97M -$19.1M -54,610 -16%
JFL
247
Jarislowsky, Fraser Ltd
Quebec, Canada
$95.8M -$142K -405 -0.1%
SIG
248
Stonegate Investment Group
Alabama
$95.6M +$37.1K +106 +0%
LODC
249
Lanham O'Dell & Company
West Virginia
$95.2M +$9.17M +26,187 +11%
CC
250
Cannell & Co
New York
$95M -$1.3M -3,719 -1%
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