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 %
VBCG
2751
Valley Brook Capital Group
Pennsylvania
$730K – – –
APSI
2752
Asset Planning Services Inc
Louisiana
$727K – – –
Aristotle Capital Management
2753
Aristotle Capital Management
California
$727K – – –
SPWG
2754
Syntegra Private Wealth Group
Missouri
$726K -$1.75K -5 -0.2%
CFO
2755
Collective Family Office
Pennsylvania
$725K +$725K +2,069 New
APIM
2756
Agate Pass Investment Management
Washington
$724K -$15.8K -45 -2%
NCM
2757
NCM Capital Management
New Jersey
$724K – – –
LIM
2758
Lagoda Investment Management
New York
$723K – – –
CWP
2759
Curated Wealth Partners
California
$723K -$24.9K -71 -3%
AWM
2760
Activest Wealth Management
Florida
$723K +$723K +2,063 New
BCMLT
2761
Beacon Capital Management LLC (Tennessee)
Tennessee
$723K – – –
MA
2762
MBA Advisors
Pennsylvania
$720K – – –
EGWAG
2763
Elwood & Goetz Wealth Advisory Group
Georgia
$719K +$48.7K +139 +7%
SWM
2764
Sugarloaf Wealth Management
Georgia
$716K -$40.6K -116 -5%
APW
2765
Austin Private Wealth
Texas
$716K -$2.8K -8 -0.4%
LCWP
2766
Legacy Capital Wealth Partners
Arkansas
$715K +$715K +2,042 New
MC
2767
Mayar Capital
United Kingdom
$714K – – –
RCG
2768
Resource Consulting Group
Florida
$713K -$87.6K -250 -11%
OAJ
2769
Ogorek Anthony Joseph
New York
$713K – – –
AHC
2770
Anderson Hoagland & Co
Missouri
$713K +$14.4K +41 +2%
MWM
2771
Massachusetts Wealth Management
Massachusetts
$713K +$166K +475 +30%
EBA
2772
Eagle Bay Advisors
New York
$711K +$102K +290 +17%
AFS
2773
Access Financial Services
Minnesota
$709K – – –
VCWA
2774
Vanguard Capital Wealth Advisors
Colorado
$709K +$35.7K +102 +5%
EE
2775
EWG Elevate
California
$707K +$10.5K +30 +2%
109 110
111
112 113