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 %
CIS
2826
Continental Investors Services
Washington
$655K -$655K -1,871 -50%
CAAM
2827
Cornerstone Advisors Asset Management
Pennsylvania
$655K -$58.9K -168 -8%
RCM
2828
RNC Capital Management
California
$654K -$7.36K -21 -1%
LCM
2829
Leisure Capital Management
California
$653K -$350 -1 -0.1%
FCA
2830
FinTrust Capital Advisors
South Carolina
$653K -$9.81K -28 -1%
THWM
2831
Taylor Hoffman Wealth Management
Virginia
$652K -$45.9K -131 -7%
PEA
2832
Park Edge Advisors
Ohio
$652K +$5.25K +15 +0.8%
GA
2833
Greenspring Advisors
Maryland
$651K – – –
AFG
2834
ABLE Financial Group
Arizona
$651K +$17.2K +49 +3%
IFA
2835
Index Fund Advisors
California
$650K +$23.1K +66 +4%
PI
2836
PEAK6 Investments
Illinois
$648K +$648K +1,849 +92,450%
DP
2837
Dearborn Partners
Illinois
$648K -$8.76K -25 -1%
AGA
2838
Arkos Global Advisors
Texas
$647K +$10.5K +30 +2%
BCP
2839
Blackhawk Capital Partners
Wisconsin
$647K -$74.6K -213 -10%
DAM
2840
Diamant Asset Management
Connecticut
$646K – – –
OAM
2841
Oak Asset Management
California
$646K – – –
PH
2842
Pinnacle Holdings
Oklahoma
$646K +$646K +1,843 New
SPA
2843
Shore Point Advisors
New Jersey
$645K – – –
PWSG
2844
Pacific Wealth Strategies Group
California
$642K – – –
CSC
2845
Caldwell Sutter Capital
California
$642K +$4.9K +14 +0.8%
VWA
2846
VERITY Wealth Advisors
United States
$642K – – –
TIM
2847
Total Investment Management
Arizona
$642K +$160K +458 +33%
HCP
2848
Hexagon Capital Partners
Arkansas
$641K -$14.4K -41 -2%
TWP
2849
Tower Wealth Partners
Pennsylvania
$640K – – –
KAM
2850
KEB Asset Management
Illinois
$640K +$42K +120 +7%
112 113
114
115 116