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 %
GFG
2851
Greystone Financial Group
Michigan
$774K +$5.35K +15 +0.7%
SSWM
2852
Sheets Smith Wealth Management
North Carolina
$773K -$149K -417 -16%
CCP
2853
Cassia Capital Partners
North Carolina
$772K +$12.5K +35 +2%
SPA
2854
Sherbrooke Park Advisers
New York
$771K -$980K -2,747 -56%
KWAG
2855
Kiely Wealth Advisory Group
North Carolina
$770K +$770K +2,004 New
SP
2856
Stablepoint Partners
Massachusetts
$769K +$769K +2,156 New
CAM
2857
Concorde Asset Management
Michigan
$768K +$77.8K +238 +11%
SI
2858
Saxon Interests
Texas
$768K -$1.82M -5,110 -70%
SB
2859
Sunflower Bank
Texas
$768K +$1.43K +4 +0.2%
PF
2860
Prosperitas Financial
California
$767K -$143K -400 -16%
SC
2861
Schoolcraft Capital
Colorado
$767K – – –
CBT
2862
CoreFirst Bank & Trust
Kansas
$766K – – –
SRC
2863
Sage Rhino Capital
California
$766K -$34.2K -96 -4%
HG
2864
Harbor Group
New Hampshire
$765K – – –
RLIM
2865
Red Lighthouse Investment Management
New York
$765K +$4.99K +14 +0.7%
IF
2866
IRON Financial
Illinois
$764K -$178K -500 -19%
CC
2867
Corton Capital
Ontario, Canada
$761K +$292K +818 +62%
SP
2868
Stonebrook Private
Michigan
$760K +$760K +2,131 New
OFP
2869
OLIO Financial Planning
Virginia
$759K – – –
BBNB
2870
Baker Boyer National Bank
Washington
$758K -$96.7K -271 -11%
AWM
2871
Austin Wealth Management
Texas
$756K -$120K -295 -14%
MWM
2872
Meritas Wealth Management
California
$755K +$755K +2,118 New
CWP
2873
Cyndeo Wealth Partners
Florida
$754K +$73.1K +205 +11%
MGAM
2874
McGowan Group Asset Management
Texas
$754K – – –
VCWA
2875
Vanguard Capital Wealth Advisors
Colorado
$754K +$32.1K +90 +4%
113 114
115
116 117