BRK.B icon

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
Wellington Management Group
Massachusetts
+$523M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$464M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$449M
4
BlackRock
BlackRock
New York
+$383M
5
GBWM
Granite Bay Wealth Management
New Hampshire
+$382M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
-$11.4B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$915M
3
Deutsche Bank
Deutsche Bank
Germany
-$627M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$428M
5
State Street
State Street
Massachusetts
-$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
2476
Geller Advisors
New York
$1.06M +$10.5K +30 +1%
AFAS
2477
Acorn Financial Advisory Services
Virginia
$1.06M -$17.8K -51 -2%
ACM
2478
Argent Capital Management
Missouri
$1.05M – – –
MCWS
2479
McKinley Carter Wealth Services
West Virginia
$1.05M -$17.5K -50 -2%
HFS
2480
Heritage Financial Services
Massachusetts
$1.05M +$87.6K +250 +9%
PCMK
2481
Paragon Capital Management (Kansas)
Kansas
$1.05M – – –
T
2482
TRUADVICE
Florida
$1.05M +$362K +1,034 +53%
HA
2483
Hofer & Associates
California
$1.05M +$350 +1 +0%
FFA
2484
Fi3 Financial Advisors
Indiana
$1.04M +$30.1K +86 +3%
MWP
2485
Madison Wealth Partners
Wisconsin
$1.04M +$42.7K +122 +4%
OHWA
2486
Oak Hill Wealth Advisors
Virginia
$1.04M -$145K -413 -12%
RA
2487
Rise Advisors
New York
$1.04M -$4.55K -13 -0.4%
WFM
2488
Wolff Financial Management
Michigan
$1.04M +$1.04M +2,966 New
FC
2489
Farley Capital
New York
$1.04M – – –
AWAU
2490
Alliance Wealth Advisors (Utah)
Utah
$1.04M +$17.2K +49 +2%
GIP
2491
Greatmark Investment Partners
Georgia
$1.04M – – –
JWM
2492
Jessup Wealth Management
Ohio
$1.04M -$132K -377 -11%
FCFC
2493
First Commonwealth Financial Corp
Pennsylvania
$1.04M -$4.9K -14 -0.5%
CFP
2494
Curran Financial Partners
South Carolina
$1.03M -$70.1K -200 -6%
KTA
2495
Keeley-Teton Advisors
Illinois
$1.03M – – –
MFG
2496
Midwest Financial Group
Kansas
$1.03M +$72.2K +206 +8%
IF
2497
Integrity Financial
Wyoming
$1.03M +$20K +57 +2%
GFWA
2498
Grey Fox Wealth Advisors
Delaware
$1.03M -$49K -140 -5%
HA
2499
Herold Advisors
New York
$1.03M +$2.8K +8 +0.3%
D
2500
Diversified
Delaware
$1.03M -$11.2K -32 -1%
98 99
100
101 102