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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
1
Wellington Management Group
Massachusetts
$850M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.7B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$11.7B
4
BlackRock
4
BlackRock
New York
$36.4B
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$382M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
Gates Foundation Trust
2
Gates Foundation Trust
Washington
$7.89B
3
Deutsche Bank
3
Deutsche Bank
Germany
$520M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.71B
5
State Street
5
State Street
Massachusetts
$23.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
251
Bradley Foster & Sargent
Connecticut
$94.2M – – –
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$93.8M -$303K -865 -0.3%
SEI Investments
253
SEI Investments
Pennsylvania
$93.7M +$1.93M +5,501 +2%
Mirae Asset Global Investments
254
Mirae Asset Global Investments
South Korea
$93.5M +$5.15M +14,703 +6%
DADC
255
D.A. Davidson & Co
Montana
$93.4M +$53.2K +152 +0.1%
BGIM
256
Brandywine Global Investment Management
Pennsylvania
$92.8M -$3.53M -10,080 -4%
RMDI
257
R.M. Davis Inc
Maine
$92.7M -$1.68M -4,792 -2%
Nisa Investment Advisors
258
Nisa Investment Advisors
Missouri
$92.6M -$6.42M -18,324 -6%
OWP
259
Obermeyer Wealth Partners
Colorado
$92.2M -$1.41M -4,017 -2%
WJWM
260
Williams Jones Wealth Management
New York
$91.9M +$3.05M +8,702 +3%
TIAA Trust, National Association
261
TIAA Trust, National Association
North Carolina
$91.8M +$91.8M +262,156 New
FMI
262
Factory Mutual Insurance
Massachusetts
$91.4M – – –
Squarepoint
263
Squarepoint
New York
$91.2M +$3.72M +10,627 +4%
CVM
264
Cheviot Value Management
California
$91.1M -$604K -1,725 -0.7%
NYLIM
265
New York Life Investment Management
New York
$90.7M +$2.52M +7,205 +3%
PI
266
Putnam Investments
Massachusetts
$90.6M +$3.01M +8,579 +3%
ICG
267
InterOcean Capital Group
Tennessee
$90.5M -$1.9M -5,436 -2%
DMIC
268
Dixon Mitchell Investment Counsel
British Columbia, Canada
$90.2M -$3.47M -9,902 -4%
MOACM
269
Mutual of America Capital Management
New York
$89.4M -$484K -1,383 -0.5%
MAM
270
Madison Asset Management
Wisconsin
$89.1M +$1.28M +3,645 +1%
II
271
IFM Investors
Australia
$88.9M +$2.53M +7,230 +3%
URS
272
Utah Retirement Systems
Utah
$88.6M +$469K +1,340 +0.5%
TH
273
TCTC Holdings
Texas
$88.1M -$2.01M -5,742 -2%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$85.5M +$558K +1,593 +0.7%
Parallax Volatility Advisers
275
Parallax Volatility Advisers
California
$85.2M +$4.15M +11,859 +5%
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