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 %
HA
2601
Herold Advisors
New York
$1.06M +$11.1K +31 +1%
MWA
2602
Monograph Wealth Advisors
California
$1.06M -$2.61M -7,312 -71%
PFT
2603
Providence First Trust
Arizona
$1.06M +$1.06M +2,968 New
CTA
2604
Chesley Taft & Associates
Illinois
$1.06M +$557K +1,561 +111%
WFM
2605
Wolff Financial Management
Michigan
$1.06M – – –
FC
2606
Farley Capital
New York
$1.06M – – –
NF
2607
Norwood Financial
Pennsylvania
$1.06M -$38.2K -107 -3%
KTA
2608
Keeley-Teton Advisors
Illinois
$1.05M – – –
CFG
2609
CMC Financial Group
Georgia
$1.05M -$1.15M -3,172 -52%
PCMK
2610
Paragon Capital Management (Kansas)
Kansas
$1.05M -$19.6K -55 -2%
IF
2611
Integrity Financial
Wyoming
$1.05M -$2.14K -6 -0.2%
EL
2612
Essex LLC
Illinois
$1.05M +$5.35K +15 +0.5%
DC
2613
DeDora Capital
California
$1.05M – – –
BOM
2614
Bank of Marin
California
$1.05M – – –
MHWM
2615
Montz Harcus Wealth Management
Louisiana
$1.05M +$2.5K +7 +0.2%
GFWA
2616
Grey Fox Wealth Advisors
Delaware
$1.05M -$4.28K -12 -0.4%
IA
2617
IAM Advisory
Pennsylvania
$1.05M – – –
PP
2618
Patron Partners
Texas
$1.04M – – –
MFG
2619
Midwest Financial Group
Kansas
$1.04M -$10.7K -30 -1%
CC
2620
Callan Capital
California
$1.04M -$91.7K -257 -8%
FZCM
2621
Flynn Zito Capital Management
New York
$1.04M +$237K +665 +30%
TA
2622
Tactive Advisors
Florida
$1.04M +$1.04M +2,913 New
BPFA
2623
Barnes Pettey Financial Advisors
Mississippi
$1.04M +$12.1K +34 +1%
SFS
2624
Strategic Financial Services
New York
$1.04M -$355K -994 -25%
CRIG
2625
Charter Research & Investment Group
Connecticut
$1.04M +$33.9K +95 +3%
103 104
105
106 107