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 %
DC
2501
DeDora Capital
California
$1.03M – – –
BOM
2502
Bank of Marin
California
$1.03M -$103K -295 -9%
IA
2503
IAM Advisory
Pennsylvania
$1.03M +$3.5K +10 +0.3%
MHWM
2504
Montz Harcus Wealth Management
Louisiana
$1.03M +$2.8K +8 +0.3%
EL
2505
Essex LLC
Illinois
$1.02M – – –
MCC
2506
Money Concepts Capital
Florida
$1.02M +$3.5K +10 +0.3%
PP
2507
Patron Partners
Texas
$1.02M – – –
SFS
2508
Security Financial Services
Indiana
$1.02M +$2.8K +8 +0.3%
CF
2509
Cantor Fitzgerald
New York
$1.02M -$21K -60 -2%
OCM
2510
Objective Capital Management
Ohio
$1.02M +$9.11K +26 +0.9%
MIM
2511
Marco Investment Management
Georgia
$1.02M +$65.9K +188 +7%
EA
2512
Ergawealth Advisors
Illinois
$1.02M +$31.2K +89 +3%
CA
2513
CGN Advisors
Kansas
$1.02M +$20.7K +59 +2%
BCM
2514
Boltwood Capital Management
California
$1.02M -$21K -60 -2%
RG
2515
Renaissance Group
Kentucky
$1.02M -$13.2K -37 -1%
CFP
2516
Cypress Financial Planning
New Jersey
$1.01M -$87.6K -250 -8%
KCM
2517
Kornitzer Capital Management
Kansas
$1.01M +$82.3K +235 +9%
PSP
2518
Pacific Sage Partners
Washington
$1.01M – – –
TFP
2519
Triune Financial Partners
Kansas
$1.01M +$324K +925 +47%
BPFA
2520
Barnes Pettey Financial Advisors
Mississippi
$1.01M -$45.2K -129 -4%
CMP
2521
Courage Miller Partners
Virginia
$1.01M +$3.5K +10 +0.3%
SAM
2522
Sawgrass Asset Management
Florida
$1.01M – – –
GSB
2523
Greenfield Savings Bank
Massachusetts
$1M -$35K -100 -3%
FMI
2524
F/M Investments
District of Columbia
$1M – – –
SA
2525
Sunesis Advisors
Kansas
$1M +$1M +2,859 New
99 100
101
102 103