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 %
GFG
2726
Greystone Financial Group
Michigan
$755K -$91.1K -260 -11%
6F
2727
626 Financial
Michigan
$754K +$45.5K +130 +6%
SC
2728
Schoolcraft Capital
Colorado
$753K – – –
SB
2729
Sunflower Bank
Texas
$753K -$1.4K -4 -0.2%
OTL
2730
Oak Thistle LLC
New York
$752K +$752K +2,148 New
CBT
2731
CoreFirst Bank & Trust
Kansas
$752K -$96.7K -276 -11%
HG
2732
Harbor Group
New Hampshire
$752K -$36.8K -105 -5%
PFM
2733
Phillips Financial Management
Indiana
$750K +$113K +322 +18%
GIC
2734
GFI Investment Counsel
Ontario, Canada
$749K +$245K +699 +49%
VIM
2735
Vista Investment Management
Pennsylvania
$749K -$2.1K -6 -0.3%
CWA
2736
Centennial Wealth Advisory
Michigan
$748K +$20.7K +59 +3%
RLIM
2737
Red Lighthouse Investment Management
New York
$746K +$25.6K +73 +4%
ECM
2738
Estabrook Capital Management
New York
$746K – – –
CCP
2739
Cassia Capital Partners
North Carolina
$746K +$15.8K +45 +2%
IAA
2740
Ironsides Asset Advisors
North Carolina
$744K – – –
OFP
2741
OLIO Financial Planning
Virginia
$744K – – –
SL
2742
Salomon & Ludwin
Virginia
$741K -$12.6K -36 -2%
MGAM
2743
McGowan Group Asset Management
Texas
$740K -$1.75K -5 -0.2%
CAM
2744
Concorde Asset Management
Michigan
$739K -$78.8K -225 -10%
RFM
2745
Royal Fund Management
Florida
$739K +$123K +350 +20%
PFA
2746
Pathway Financial Advisers
Indiana
$736K +$736K +2,101 New
MCIA
2747
Mountain Capital Investment Advisors
Colorado
$736K +$43.8K +125 +6%
DP
2748
Denver PWM
Colorado
$735K -$119K -342 -14%
UWM
2749
USAdvisors Wealth Management
Minnesota
$732K +$489K +1,398 +202%
DWM
2750
Defined Wealth Management
Oregon
$731K +$9.11K +26 +1%
108 109
110
111 112