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 %
SC
2926
Skylands Capital
Wisconsin
$713K – – –
WIC
2927
Wilkins Investment Counsel
Massachusetts
$713K +$713K +2,000 New
DI
2928
DDFG Inc
California
$713K – – –
HNWAG
2929
High Net Worth Advisory Group
Florida
$712K -$93.8K -263 -12%
SMA
2930
Seven Mile Advisory
New Jersey
$712K +$17.8K +50 +3%
PA
2931
Probity Advisors
Texas
$709K +$7.13K +20 +1%
VFP
2932
Verus Financial Partners
Virginia
$706K -$4.63K -12 -0.7%
SA
2933
Strategic Advocates
Utah
$705K – – –
CMA
2934
Cedar Mountain Advisors
Oregon
$705K – – –
WCM
2935
Washburn Capital Management
Florida
$704K +$87.4K +245 +14%
FCA
2936
FinTrust Capital Advisors
South Carolina
$704K +$39.6K +111 +6%
WWC
2937
Waypoint Wealth Counsel
Georgia
$702K -$13.6K -38 -2%
VBWMG
2938
Von Berge Wealth Management Group
California
$701K +$15.3K +42 +2%
EL
2939
Envoi LLC
Minnesota
$701K – – –
CPA
2940
Clear Point Advisors
New York
$699K +$699K +1,961 New
CFP
2941
Curran Financial Partners
South Carolina
$699K -$413K -1,096 -37%
SFM
2942
Signet Financial Management
New Jersey
$698K – – –
BEC
2943
Blue Edge Capital
Virginia
$697K +$143K +400 +26%
CWA
2944
Choice Wealth Advisors
Maine
$696K – – –
CCG
2945
Capital CS Group
California
$695K – – –
EA
2946
Emerald Advisors
Washington
$690K – – –
CAM
2947
Campion Asset Management
Virginia
$688K – – –
ATC
2948
Advantage Trust Company
Kansas
$687K +$687K +1,927 New
WAM
2949
Winslow Asset Management
Ohio
$686K +$1.78K +5 +0.3%
AGA
2950
Arkos Global Advisors
Texas
$686K +$27.1K +76 +4%
116 117
118
119 120