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 %
WFO
2926
Wealthgate Family Office
Colorado
$576K – – –
MCM
2927
Mendel Capital Management
Arkansas
$575K -$350 -1 -0.1%
C
2928
CEDRUS
Colorado
$574K -$69.7K -199 -11%
BHBT
2929
Burke & Herbert Bank & Trust
Virginia
$572K -$67.6K -193 -11%
WPC
2930
White Pine Capital
Minnesota
$572K +$80.6K +230 +16%
FTC
2931
Farmers Trust Company
Ohio
$571K -$348K -993 -38%
SFC
2932
Strategic Financial Concepts
Texas
$571K +$23.8K +68 +4%
LA
2933
Latitude Advisors
Florida
$571K +$5.25K +15 +0.9%
DCM
2934
Driehaus Capital Management
Illinois
$570K +$570K +1,628 New
RFS
2935
Retirement Financial Solutions
Tennessee
$568K – – –
BDS
2936
Banco de Sabadell
Florida
$568K +$149K +422 +36%
MFC
2937
Mechanics Financial Corp
Ohio
$567K -$26.3K -75 -4%
SFA
2938
Source Financial Advisors
New York
$567K +$7.36K +21 +1%
GF
2939
Gries Financial
Ohio
$566K +$50.4K +144 +10%
OHWP
2940
Oak Harbor Wealth Partners
North Carolina
$566K -$280K -799 -33%
LSA
2941
L & S Advisors
California
$566K – – –
PA
2942
Planning Alternatives
Michigan
$565K -$49K -140 -8%
CF
2943
Clarity Financial
Texas
$565K – – –
LFA
2944
LGT Financial Advisors
Texas
$563K -$146K -416 -21%
LCM
2945
Lazari Capital Management
California
$561K -$46.2K -132 -8%
EFI
2946
EHP Funds Inc
Canada
$560K +$560K +1,600 New
CFS
2947
Commonwealth Financial Services
West Virginia
$558K +$558K +1,594 New
LS
2948
Livforsakringsbolaget Skandia
Sweden
$558K – – –
DDPIC
2949
Deroy & Devereaux Private Investment Counsel
Michigan
$557K – – –
NFP
2950
NorthLanding Financial Partners
New York
$556K -$15.1K -43 -3%
116 117
118
119 120