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 %
CWM
2601
CarsonAllaria Wealth Management
Illinois
$904K -$24.5K -70 -3%
LB
2602
Legacy Bridge
Iowa
$903K – – –
WIA
2603
World Investment Advisors
California
$902K -$4.2K -12 -0.5%
NJBEST
2604
New Jersey Better Educational Savings Trust
New Jersey
$901K – – –
CPC
2605
Consolidated Planning Corp
Georgia
$900K -$13.7K -39 -1%
MPW
2606
MGO Private Wealth
California
$896K +$33.3K +95 +4%
MCM
2607
Marsico Capital Management
Colorado
$895K – – –
PF
2608
Prosperitas Financial
California
$894K +$894K +2,551 New
CIA
2609
Cascade Investment Advisors
Oregon
$893K -$14K -40 -2%
IAG
2610
Investmark Advisory Group
Connecticut
$892K – – –
RP
2611
Rowlandmiller & Partners
Georgia
$890K -$51.8K -148 -6%
OPPS
2612
Obsidian Personal Planning Solutions
Maryland
$887K – – –
ML
2613
McAdam LLC
Pennsylvania
$886K +$108K +307 +14%
MFGM
2614
Marshall Financial Group (Maryland)
Maryland
$884K -$4.2K -12 -0.5%
MTIC
2615
Missouri Trust & Investment Company
Missouri
$881K -$701 -2 -0.1%
VC
2616
Veracity Capital
Georgia
$880K +$61.3K +175 +7%
RWM
2617
Revisor Wealth Management
Ohio
$879K -$149K -426 -15%
OLVIG
2618
Oliver Lagore Vanvalin Investment Group
Michigan
$879K +$109K +311 +14%
GPA
2619
Garrison Point Advisors
California
$878K -$5.26K -15 -0.6%
AFG
2620
Arkansas Financial Group
Arkansas
$877K -$48K -137 -5%
TA
2621
Trellis Advisors
Washington
$876K +$701 +2 +0.1%
DC
2622
Dantai Capital
Hong Kong
$876K +$876K +2,500 New
BWM
2623
BlackDiamond Wealth Management
New York
$875K +$12.5K +37 +1%
WF
2624
Wayfinding Financial
Washington
$875K +$5.92K +17 +0.7%
RHAM
2625
Round Hill Asset Management
California
$872K -$43.8K -125 -5%
103 104
105
106 107