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 %
DWA
2651
Delos Wealth Advisors
Texas
$837K +$774K +2,148 +1,214%
SFP
2652
Sterling Financial Planning
New Jersey
$835K +$1.05K +3 +0.1%
MSCM
2653
McElhenny Sheffield Capital Management
Texas
$833K -$127K -363 -13%
NFP
2654
Narus Financial Partners
Utah
$832K -$158K -452 -16%
WC
2655
Waterloo Capital
Texas
$831K +$358K +1,021 +76%
CAG
2656
Compass Advisory Group
New York
$830K – – –
COCM
2657
Charter Oak Capital Management
New Hampshire
$829K +$1.05K +3 +0.1%
KAM
2658
Knightsbridge Asset Management
California
$826K – – –
HCA
2659
Heck Capital Advisors
Wisconsin
$826K +$29.8K +85 +4%
OA
2660
Oxbow Advisors
Texas
$824K +$276K +788 +50%
PFG
2661
PAX Financial Group
Texas
$824K +$65.9K +188 +9%
LRWA
2662
Long Run Wealth Advisors
New York
$823K -$6.66K -19 -0.8%
SWIG
2663
Strategic Wealth Investment Group
Kentucky
$823K +$34.3K +98 +4%
CAM
2664
Congress Asset Management
Massachusetts
$821K – – –
CCM
2665
Crew Capital Management
Ohio
$820K -$21.7K -62 -3%
BP
2666
Broadleaf Partners
Ohio
$819K – – –
SMH
2667
Sanders Morris Harris
Texas
$818K +$193K +550 +31%
LL
2668
LWMG LLC
Minnesota
$818K +$30.5K +87 +4%
RCM
2669
Radnor Capital Management
Pennsylvania
$817K +$817K +2,331 New
SW
2670
StrongBox Wealth
Missouri
$816K +$48.3K +138 +6%
FWI
2671
Facet Wealth Inc
Maryland
$814K +$267K +782 +49%
WJA
2672
Willis Johnson & Associates
Texas
$814K -$21.7K -62 -3%
NLP
2673
Next Level Private
New York
$813K – – –
SMG
2674
Smart Money Group
Texas
$813K +$38.5K +110 +5%
CTB
2675
Country Trust Bank
Illinois
$813K +$124K +355 +18%
105 106
107
108 109