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 %
OWA
2951
Opal Wealth Advisors
New York
$554K -$15.4K -44 -3%
BAWC
2952
Boyce & Associates Wealth Consulting
Texas
$554K +$23.8K +68 +4%
PIAS
2953
PCA Investment Advisory Services
Ohio
$553K -$25.2K -72 -4%
CWA
2954
Carolina Wealth Advisors
South Carolina
$553K – – –
TBNY
2955
Trustco Bank (New York)
New York
$552K -$13K -37 -2%
ETIA
2956
Epic Trust Investment Advisors
Washington
$552K +$75.3K +215 +16%
CG
2957
Corundum Group
Colorado
$551K -$153K -436 -22%
KLWA
2958
Kelly Lawrence W & Associates
California
$551K -$10.5K -30 -2%
IF
2959
Insight Folios
North Carolina
$549K -$110K -315 -17%
MC
2960
Maverick Capital
Texas
$547K +$547K +1,561 New
ABP
2961
Arthur B. Page
$545K – – –
BEC
2962
Blue Edge Capital
Virginia
$544K +$1.75K +5 +0.3%
CCM
2963
Coerente Capital Management
Ontario, Canada
$540K -$14K -40 -3%
WCWM
2964
Wooster Corthell Wealth Management
Connecticut
$538K – – –
DWMS
2965
Dominguez Wealth Management Solutions
Virginia
$537K +$4.55K +13 +0.9%
KWM
2966
KFG Wealth Management
Indiana
$537K +$14.4K +41 +3%
FWP
2967
Falcon Wealth Planning
California
$535K -$28K -80 -5%
LBA
2968
Lowell Blake & Associates
Massachusetts
$534K – – –
MWA
2969
Motive Wealth Advisors
Michigan
$533K -$30.5K -87 -5%
AIFAIM
2970
American Institute for Advanced Investment Management
Arizona
$533K – – –
OPW
2971
Oxler Private Wealth
New York
$532K -$70.1K -200 -12%
LCGC
2972
Legacy Capital Group California
California
$532K +$117K +333 +28%
BFAG
2973
Blackston Financial Advisory Group
Florida
$532K +$166K +473 +45%
CST
2974
Charles Schwab Trust
Nevada
$531K +$286K +817 +117%
DE
2975
Day & Ennis
Georgia
$531K -$87.6K -250 -14%
117 118
119
120 121