BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,891 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 1,523 increasing their positions, 1,393 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,891
Holders Change
+267
Holders Change %
+7.37%
% of All Funds
57.04%
Holding in Top 10
652
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-6.46%
% of All Funds
9.56%
New
411
Increased
1,523
Reduced
1,393
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.59B
2
State Street
State Street
Massachusetts
+$796M
3
Deutsche Bank
Deutsche Bank
Germany
+$441M
4
BlackRock
BlackRock
New York
+$441M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$358M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$932M
2
Ameriprise
Ameriprise
Minnesota
-$439M
3
Capital World Investors
Capital World Investors
California
-$369M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$286M
5
ATN
AMF Tjänstepension
Sweden
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
2776
TCM Advisors
West Virginia
$856K -$841K – –
CFP
2777
Cypress Financial Planning
New Jersey
$854K -$199K -547 -19%
AWM
2778
Aprio Wealth Management
Georgia
$854K -$71.7K -201 -8%
CPW
2779
Catalyst Private Wealth
California
$853K – – –
RP
2780
Rowlandmiller & Partners
Georgia
$853K -$53.5K -150 -6%
KCM
2781
Kornitzer Capital Management
Kansas
$853K -$179K -501 -17%
RF
2782
Rollins Financial
Georgia
$852K -$35K -98 -4%
RFA
2783
Rollins Financial Advisors
New York
$852K +$852K +2,388 New
PSCM
2784
Per Stirling Capital Management
Texas
$848K -$73.5K -206 -8%
JWM
2785
Jessup Wealth Management
Ohio
$847K -$207K -579 -20%
PWMG
2786
Private Wealth Management Group
New Jersey
$847K +$847K +2,374 New
KAM
2787
Knightsbridge Asset Management
California
$846K +$10.7K +30 +1%
WSCM
2788
Wellington Shields Capital Management
New York
$845K +$64.2K +180 +8%
AWM
2789
Act Wealth Management
Texas
$845K -$88.4K -248 -9%
COCM
2790
Charter Oak Capital Management
New Hampshire
$845K +$1.07K +3 +0.1%
AIA
2791
Alera Investment Advisors
Illinois
$841K +$15.7K +44 +2%
MIM
2792
Marco Investment Management
Georgia
$840K -$196K -549 -19%
LRWA
2793
Long Run Wealth Advisors
New York
$838K – – –
BP
2794
Broadleaf Partners
Ohio
$834K – – –
NLP
2795
Next Level Private
New York
$834K – – –
RCM
2796
Radnor Capital Management
Pennsylvania
$831K – – –
MWM
2797
McNaughton Wealth Management
California
$831K +$121K +338 +17%
CTB
2798
Country Trust Bank
Illinois
$830K +$2.5K +7 +0.3%
JWM
2799
JPL Wealth Management
Colorado
$828K +$828K +2,322 New
CCM
2800
Crew Capital Management
Ohio
$827K -$7.13K -20 -0.9%
110 111
112
113 114