BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,891 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 1,523 increasing their positions, 1,393 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,891
Holders Change
+267
Holders Change %
+7.37%
% of All Funds
57.04%
Holding in Top 10
652
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-6.46%
% of All Funds
9.56%
New
411
Increased
1,523
Reduced
1,393
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.59B
2
State Street
State Street
Massachusetts
+$796M
3
Deutsche Bank
Deutsche Bank
Germany
+$441M
4
BlackRock
BlackRock
New York
+$441M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$358M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$932M
2
Ameriprise
Ameriprise
Minnesota
-$439M
3
Capital World Investors
Capital World Investors
California
-$369M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$286M
5
ATN
AMF Tjänstepension
Sweden
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
2501
Convergence Investment Partners
Florida
$1.2M -$1.43K -4 -0.1%
CFLC
2502
California First Leasing Corp
California
$1.2M – – –
SGK
2503
Steigerwald Gordon & Koch
Virginia
$1.2M -$26.7K -75 -2%
SCM
2504
Sage Capital Management
New Jersey
$1.2M +$1.2M +3,356 New
CMAI
2505
Capital Management Associates Inc
Minnesota
$1.2M +$1.2M +3,356 New
KIG
2506
Kowal Investment Group
Wisconsin
$1.2M -$2.14K -6 -0.2%
S
2507
Sachetta
Massachusetts
$1.19M +$1.19M +3,349 New
WBC
2508
Westpac Banking Corp
Australia
$1.19M – – –
BONST
2509
Bank of Nova Scotia Trust
Ontario, Canada
$1.19M -$44.6K -125 -4%
SSA
2510
South Street Advisors
New York
$1.19M – – –
SAM
2511
Secure Asset Management
Michigan
$1.18M -$43.2K -121 -4%
EI
2512
Ellevest Inc
New York
$1.18M +$197K +551 +20%
WFAG
2513
Wescott Financial Advisory Group
Pennsylvania
$1.18M -$1.43K -4 -0.1%
BWM
2514
BlackDiamond Wealth Management
New York
$1.18M +$161K +413 +16%
BCP
2515
Blue Chip Partners
Michigan
$1.17M -$9.27K -26 -0.8%
CMS
2516
Capital Market Strategies
Florida
$1.17M +$52.1K +146 +5%
AIM
2517
Athena Investment Management
California
$1.17M – – –
EAM
2518
Eschler Asset Management
United Kingdom
$1.17M +$1.17M +2,992 New
MWM
2519
Massachusetts Wealth Management
Massachusetts
$1.17M +$442K +1,240 +61%
PFWA
2520
Paces Ferry Wealth Advisors
Georgia
$1.17M +$1.78K +5 +0.2%
DTC
2521
Davidson Trust Company
Washington
$1.17M +$8.92K +25 +0.8%
EWA
2522
Elevate Wealth Advisory
Georgia
$1.17M +$1.17M +3,272 New
CIG
2523
Cascade Investment Group
Colorado
$1.17M +$52.4K +147 +5%
NRC
2524
New Republic Capital
North Carolina
$1.16M -$35K -98 -3%
AFAS
2525
Acorn Financial Advisory Services
Virginia
$1.16M +$76.8K +214 +7%
99 100
101
102 103