BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,532 hedge funds and large institutions have $256B invested in Berkshire Hathaway Class B in 2023 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,365 increasing their positions, 1,394 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,532
Holders Change
-18
Holders Change %
-0.51%
% of All Funds
56.53%
Holding in Top 10
627
Holding in Top 10 Change
-64
Holding in Top 10 Change %
-9.26%
% of All Funds
10.04%
New
157
Increased
1,365
Reduced
1,394
Closed
96
Calls
$5.39B
Puts
$3.71B
Net Calls
+$1.69B
Net Calls Change
-$52.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$44.1B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.41B
3
Bank of America
Bank of America
North Carolina
$3.5B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$805M
5
Goldman Sachs
Goldman Sachs
New York
$2.21B

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$6.08B
2
State Street
State Street
Massachusetts
$21B
3
GQG Partners
GQG Partners
Florida
$808K
4
Barclays
Barclays
United Kingdom
$1.07B
5
QP
Quilter Plc
United Kingdom
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
251
Mirae Asset Global Investments
South Korea
$79.7M +$5.81M +18,817 +8%
MOACM
252
Mutual of America Capital Management
New York
$79.6M +$133K +430 +0.2%
TH
253
TCTC Holdings
Texas
$79.4M +$92.9K +301 +0.1%
ICG
254
InterOcean Capital Group
Tennessee
$79.2M +$3.21M +10,387 +4%
CVM
255
Cheviot Value Management
California
$79M +$1.74M +5,650 +2%
NYLIM
256
New York Life Investment Management
New York
$78.5M +$196K +636 +0.3%
WJWM
257
Williams Jones Wealth Management
New York
$78.3M -$339K -1,097 -0.4%
BFS
258
Bradley Foster & Sargent
Connecticut
$78.3M -$55K -178 -0.1%
MAM
259
Madison Asset Management
Wisconsin
$78M -$1.27M -4,108 -2%
GT
260
Glenmede Trust
Pennsylvania
$77.5M -$3.34M -10,810 -4%
BIM
261
Bridges Investment Management
Nebraska
$76.3M -$4.82M -15,612 -6%
BHIA
262
Birch Hill Investment Advisors
Massachusetts
$75.8M -$3.51M -11,366 -4%
Janus Henderson Group
263
Janus Henderson Group
United Kingdom
$75.8M -$61.6M -199,886 -45%
TAM
264
Tocqueville Asset Management
New York
$75.2M -$1.21M -3,909 -2%
HI
265
Hendershot Investments
Virginia
$75.2M -$188K -610 -0.2%
WHG
266
Westwood Holdings Group
Texas
$75.1M -$1.36M -4,389 -2%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$74.7M +$2.9M +9,401 +4%
SBH
268
Segall Bryant & Hamill
Illinois
$74M +$460K +1,490 +0.6%
Thrivent Financial for Lutherans
269
Thrivent Financial for Lutherans
Minnesota
$73.8M +$472K +1,530 +0.6%
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$72.7M +$1.15M +3,720 +2%
PMG
271
Private Management Group
California
$72.6M -$119K -387 -0.2%
SAIG
272
Semper Augustus Investments Group
Colorado
$72M +$1.28M +4,156 +2%
II
273
IFM Investors
Australia
$72M +$2.37M +7,672 +3%
Allianz Asset Management
274
Allianz Asset Management
Germany
$71.9M -$40.8M -132,147 -36%
NG
275
Northstar Group
New York
$71.8M +$405K +1,311 +0.6%
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