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 %
FA
2776
Financial Alternatives
California
$707K – – –
OWM
2777
OneAscent Wealth Management
Alabama
$706K +$706K +2,016 New
EWA
2778
ERTS Wealth Advisors
Michigan
$705K -$19.3K -55 -3%
OA
2779
Operose Advisors
Wisconsin
$705K +$600K +1,713 +571%
HS
2780
Horan Securities
United States
$704K -$58.1K -166 -8%
UIA
2781
Ulland Investment Advisors
Minnesota
$703K – – –
WWC
2782
Waypoint Wealth Counsel
Georgia
$703K -$9.11K -26 -1%
HIM
2783
Hanlon Investment Management
New Jersey
$702K +$138K +393 +24%
GWM
2784
Greenhouse Wealth Management
Connecticut
$702K – – –
CISOA
2785
Capital Investment Services of America
Wisconsin
$701K -$129K -367 -15%
SC
2786
Skylands Capital
Wisconsin
$701K – – –
EL
2787
Envoi LLC
Minnesota
$701K +$701K +2,000 New
DI
2788
DDFG Inc
California
$700K +$39.6K +113 +6%
CWM
2789
Campbell Wealth Management
Virginia
$698K -$34.7K -99 -5%
LAM
2790
LifePro Asset Management
California
$697K -$350K -999 -33%
MWM
2791
McNaughton Wealth Management
California
$697K -$10.9K -31 -2%
JTWM
2792
Jackson Thornton Wealth Management
Alabama
$696K +$7.36K +21 +1%
CAM
2793
Cidel Asset Management
Ontario, Canada
$694K +$4.55K +13 +0.7%
CMA
2794
Cedar Mountain Advisors
Oregon
$692K – – –
SA
2795
Strategic Advocates
Utah
$692K +$692K +1,976 New
FF
2796
Francis Financial
$690K +$69K +197 +11%
PA
2797
Probity Advisors
Texas
$689K -$1.4K -4 -0.2%
KA
2798
Kure Advisory
Minnesota
$687K +$687K +1,961 New
PC
2799
Permit Capital
Pennsylvania
$687K – – –
WFA
2800
WestHill Financial Advisors
California
$686K +$3.5K +10 +0.5%
110 111
112
113 114