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 %
MLFP
2526
MPS Loria Financial Planners
Illinois
$1.16M -$181K -508 -14%
MCC
2527
Money Concepts Capital
Florida
$1.16M +$115K +323 +11%
AWM
2528
AllSquare Wealth Management
New York
$1.16M – – –
FW
2529
Fairway Wealth
Ohio
$1.16M +$1.16M +3,240 New
IA
2530
IFG Advisors
Missouri
$1.15M -$1.78K -5 -0.2%
E
2531
ETFidea
New York
$1.15M – – –
SFG
2532
Sovereign Financial Group
Connecticut
$1.15M +$40.3K +113 +4%
JSL
2533
JT Stratford LLC
Georgia
$1.15M -$123K -344 -10%
TI
2534
tru Independence
Oregon
$1.15M – – –
VWM
2535
Venturi Wealth Management
Texas
$1.15M -$949K -2,661 -45%
GDP
2536
Great Diamond Partners
Maine
$1.14M -$8.2K -23 -0.7%
IAG
2537
Investment Advisory Group
Massachusetts
$1.14M -$7.13K -20 -0.6%
CWM
2538
Curi Wealth Management
North Carolina
$1.14M -$9.63K -27 -0.8%
DA
2539
Denali Advisors
California
$1.14M -$143K -400 -11%
MPM
2540
MBB Public Markets
Illinois
$1.14M – – –
CSWG
2541
Cardinal Strategic Wealth Guidance
Kentucky
$1.14M -$167K -467 -13%
KIC
2542
Keating Investment Counselors
Florida
$1.14M -$12.5K -35 -1%
SFS
2543
Security Financial Services
Indiana
$1.14M +$97.4K +273 +9%
RRCM
2544
Rappaport Reiches Capital Management
Illinois
$1.14M +$150K +420 +15%
VST
2545
Van Strum & Towne
California
$1.13M – – –
BMC
2546
Beaton Management Company
Massachusetts
$1.13M +$10.7K +30 +1%
LK
2547
Lumbard & Kellner
New Hampshire
$1.13M +$19.6K +55 +2%
SFP
2548
Shepherd Financial Partners
Massachusetts
$1.13M +$26K +73 +2%
FCT
2549
First Community Trust
Iowa
$1.13M -$198K -555 -15%
WLIM
2550
White Lighthouse Investment Management
Massachusetts
$1.13M -$74.9K -210 -6%
100 101
102
103 104