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 %
KNFPWM
2551
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.13M +$1.13M +3,159 New
HGWM
2552
Horst & Graben Wealth Management
Oregon
$1.13M +$29.6K +83 +3%
HF
2553
Halpern Financial
Virginia
$1.12M +$1.11M +3,034 +10,113%
TI
2554
Trigran Investments
Illinois
$1.12M -$178K -500 -14%
IA
2555
Insight Advisors
Pennsylvania
$1.12M +$713 +2 +0.1%
CCM
2556
Campbell Capital Management
Florida
$1.12M +$1.12M +3,133 New
HWM
2557
Hohimer Wealth Management
Washington
$1.12M -$5.35K -15 -0.5%
MWP
2558
Madison Wealth Partners
Wisconsin
$1.12M +$52.1K +146 +5%
CBOR
2559
Community Bank of Raymore
Missouri
$1.11M +$298K +835 +36%
GA
2560
Geller Advisors
New York
$1.11M +$32.8K +92 +3%
WIM
2561
Westside Investment Management
California
$1.11M – – –
AWAU
2562
Alliance Wealth Advisors (Utah)
Utah
$1.11M +$50.3K +141 +5%
SFG
2563
Summit Financial Group
West Virginia
$1.11M – – –
GHA
2564
Granite Harbor Advisors
Texas
$1.1M +$18.9K +53 +2%
RA
2565
Rise Advisors
New York
$1.1M +$44.2K +124 +4%
LTAS
2566
Linden Thomas Advisory Services
North Carolina
$1.1M +$179K +503 +19%
EVM
2567
Evelyn V. Moreno
$1.1M -$1.83M -5,123 -62%
BAM
2568
BOS Asset Management
Illinois
$1.1M -$61.3K -172 -5%
CNB
2569
Camden National Bank
Maine
$1.1M -$40.3K -113 -4%
FUBT
2570
First United Bank & Trust
Maryland
$1.1M – – –
BRA
2571
Biechele Royce Advisors
Indiana
$1.1M – – –
GIP
2572
Greatmark Investment Partners
Georgia
$1.1M +$41.7K +117 +4%
MS
2573
Maven Securities
Jersey
$1.09M +$1.09M +3,070 New
HA
2574
Hofer & Associates
California
$1.09M +$27.8K +78 +3%
TPWA
2575
Twin Peaks Wealth Advisors
California
$1.09M +$1.09M +3,055 New
101 102
103
104 105