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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 %
KLCM
2626
KG&L Capital Management
Louisiana
$871K +$7.71K +22 +0.9%
MWM
2627
Mascoma Wealth Management
New Hampshire
$871K +$50.4K +144 +6%
RF
2628
Rollins Financial
Georgia
$871K +$28.7K +82 +3%
HFW
2629
Horizon Family Wealth
Illinois
$869K +$34.3K +98 +4%
ERWM
2630
Elk River Wealth Management
Colorado
$868K -$71.5K -204 -8%
WDC
2631
Woodward Diversified Capital
California
$866K +$27K +77 +3%
ATFA
2632
All Terrain Financial Advisors
Minnesota
$864K -$59.6K -170 -6%
MSWM
2633
McGlone Suttner Wealth Management
Wisconsin
$862K -$215K -615 -20%
BWM
2634
BCS Wealth Management
Tennessee
$860K +$860K +2,455 New
CWM
2635
Concentrum Wealth Management
California
$860K +$64.8K +185 +8%
RRA
2636
Round Rock Advisors
Connecticut
$858K – – –
SHFA
2637
SC&H Financial Advisors
Maryland
$856K +$8.76K +25 +1%
UWPG
2638
Ullmann Wealth Partners Group
Florida
$856K +$387K +1,105 +83%
ST
2639
Somerset Trust
Pennsylvania
$855K – – –
CCMI
2640
Creative Capital Management Investments
California
$854K +$455K +1,298 +114%
VPI
2641
Value Partners Investments
Manitoba, Canada
$854K +$116K +331 +16%
FA
2642
Fermata Advisors
California
$853K +$853K +2,436 New
HFBOT
2643
Home Federal Bank of Tennessee
Tennessee
$853K – – –
WDG
2644
Wealth Dimensions Group
Ohio
$851K – – –
SPAS
2645
Spectrum Planning & Advisory Services
California
$849K +$188K +538 +29%
RAM
2646
Riggs Asset Management
Pennsylvania
$844K – – –
TA
2647
TCM Advisors
West Virginia
$841K -$887K – –
KIA
2648
KLR Investment Advisors
Rhode Island
$840K -$32.7K -106 -4%
BBNB
2649
Baker Boyer National Bank
Washington
$839K +$71.1K +203 +9%
CPW
2650
Catalyst Private Wealth
California
$838K +$53.2K +152 +7%
104 105
106
107 108