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 %
OLA
2526
Oliver Luxxe Assets
New Jersey
$999K +$34.3K +98 +4%
PW
2527
Peninsula Wealth
California
$998K +$22.2K +66 +2%
CF
2528
Copperwynd Financial
Arizona
$998K – – –
PPW
2529
Pasadena Private Wealth
California
$998K +$2.8K +8 +0.3%
EFM
2530
E Fund Management
China
$997K -$46.6K -133 -4%
HSWM
2531
Hubbell Strickland Wealth Management
Louisiana
$995K – – –
IFAM
2532
Institutional & Family Asset Management
Colorado
$992K – – –
AIA
2533
Allied Investment Advisors
Montana
$988K – – –
SCP
2534
Stamos Capital Partners
California
$988K +$988K +2,820 New
CRIG
2535
Charter Research & Investment Group
Connecticut
$984K -$42K -120 -4%
SSC
2536
Syverson Strege & Co
Iowa
$983K +$80.2K +229 +9%
FB
2537
First Bancorp
Maine
$982K -$7.01K -20 -0.7%
JLBC
2538
J.L. Bainbridge & Co
Florida
$982K -$2.8K -8 -0.3%
CSIA
2539
Carl Stuart Investment Advisor
Texas
$981K – – –
RHJA
2540
Rice Hall James & Associates
California
$981K -$52.5K -150 -5%
FPF
2541
First Pacific Financial
Washington
$980K +$92.1K +263 +10%
CWA
2542
Cornerstone Wealth Advisors
Minnesota
$979K -$24.5K -70 -2%
KA
2543
KLCM Advisors
Wisconsin
$978K -$70.1K -200 -7%
PWAM
2544
Pinnacle West Asset Management
Wyoming
$974K -$57.8K -165 -6%
VBFP
2545
Valtinson Bruner Financial Planning
Minnesota
$973K -$92.8K -265 -9%
ACA
2546
Affinity Capital Advisors
California
$972K – – –
FCB
2547
First County Bank
Connecticut
$971K +$73.2K +209 +8%
FC
2548
Fulcrum Capital
Washington
$970K – – –
WTFG
2549
Wells Trecaso Financial Group
Ohio
$969K +$42K +120 +5%
RRCM
2550
Rappaport Reiches Capital Management
Illinois
$969K – – –
100 101
102
103 104