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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 %
OWM
2951
Olympus Wealth Management
Utah
$685K +$685K +1,921 New
KAM
2952
KEB Asset Management
Illinois
$684K +$33.2K +93 +5%
LF
2953
LifePlan Financial
Minnesota
$683K +$683K +1,915 New
CBC
2954
Coombe, Bender & Co
New York
$682K +$144K +404 +27%
BAM
2955
Boyar Asset Management
New York
$682K -$5.71K -16 -0.8%
DRD
2956
Dennis R. Delaney
$679K – – –
AHL
2957
Abel Hall LLC
Louisiana
$679K +$679K +1,905 New
LFA
2958
Level Financial Advisors
New York
$679K -$18.9K -53 -3%
ST
2959
Sageworth Trust
Pennsylvania
$676K -$535K -1,500 -44%
MPCG
2960
Matrix Private Capital Group
New York
$675K +$1.78K +5 +0.3%
GA
2961
Gordian Advisors
Arizona
$674K +$674K +1,890 New
SAI
2962
Savvy Advisors Inc
New York
$673K +$673K +1,887 New
MFA
2963
McClarren Financial Advisors
Pennsylvania
$673K – – –
ECM
2964
Estabrook Capital Management
New York
$671K -$89.2K -250 -12%
MRWM
2965
ML&R Wealth Management
Texas
$671K +$2.5K +7 +0.4%
LG
2966
LAM Group
Oregon
$668K – – –
PFP
2967
Paragon Financial Partners
California
$667K -$8.92K -25 -1%
CAAM
2968
Cornerstone Advisors Asset Management
Pennsylvania
$667K – – –
LCGC
2969
Legacy Capital Group California
California
$666K +$124K +349 +23%
LCM
2970
Leisure Capital Management
California
$665K – – –
WFA
2971
WestHill Financial Advisors
California
$663K -$35.7K -100 -5%
GA
2972
Greenspring Advisors
Maryland
$663K – – –
LWM
2973
LJI Wealth Management
Indiana
$662K +$13.9K +39 +2%
IFA
2974
Index Fund Advisors
California
$661K -$357 -1 -0.1%
I
2975
InceptionR
California
$661K +$661K +1,854 New
117 118
119
120 121