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 %
RIP
2676
RAM Investment Partners
Washington
$812K -$1.05K -3 -0.1%
AIA
2677
Alera Investment Advisors
Illinois
$811K -$4.91K -14 -0.6%
BSSFA
2678
Baron Silver Stevens Financial Advisors
Florida
$810K +$7.36K +21 +0.9%
ACM
2679
Ategra Capital Management
Virginia
$809K – – –
WA
2680
Wealthstream Advisors
New York
$807K +$102K +292 +15%
SPW
2681
Sonoma Private Wealth
California
$804K – – –
EW
2682
Element Wealth
Mississippi
$804K – – –
SIA
2683
Sage Investment Advisers
New York
$803K +$10.9K +31 +1%
CBOR
2684
Community Bank of Raymore
Missouri
$802K +$49K +140 +7%
SAG
2685
Spotlight Asset Group
Illinois
$801K – – –
SAM
2686
Selway Asset Management
$800K – – –
CWM
2687
Concentric Wealth Management
California
$797K +$18.9K +54 +2%
WA
2688
Wealthstar Advisors
Texas
$796K +$434K +1,240 +120%
IA
2689
Inspire Advisors
Idaho
$796K +$77.4K +221 +11%
GG
2690
Gleason Group
Kentucky
$795K -$38.9K -111 -5%
PS
2691
Planned Solutions
California
$795K – – –
SCI
2692
Stableford Capital II
Arizona
$794K -$36.3K -108 -4%
AM
2693
Atwater Malick
Pennsylvania
$794K – – –
NL
2694
Navalign LLC
California
$792K +$270K +772 +52%
HNWAG
2695
High Net Worth Advisory Group
Florida
$791K +$45.9K +131 +6%
JWS
2696
Juncture Wealth Strategies
Arizona
$790K -$1.75K -5 -0.2%
AAIM
2697
American Assets Investment Management
California
$788K – – –
FZCM
2698
Flynn Zito Capital Management
New York
$788K +$132K +378 +20%
HIGP
2699
Hill Investment Group Partners
Missouri
$786K -$3.5K -10 -0.4%
SRC
2700
Sage Rhino Capital
California
$786K +$6.31K +18 +0.8%
106 107
108
109 110