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
$850M
2
Vanguard Group
Vanguard Group
Pennsylvania
$50.7B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$11.7B
4
BlackRock
BlackRock
New York
$36.4B
5
GBWM
Granite Bay Wealth Management
New Hampshire
$382M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Gates Foundation Trust
Gates Foundation Trust
Washington
$7.89B
3
Deutsche Bank
Deutsche Bank
Germany
$520M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.71B
5
State Street
State Street
Massachusetts
$23.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
276
Barrow, Hanley, Mewhinney & Strauss
Texas
$84.8M -$44M -125,737 -34%
CF
277
Canoe Financial
Alberta, Canada
$84.6M – – –
BIM
278
Bridges Investment Management
Nebraska
$84.6M -$3.05M -8,693 -3%
HI
279
Hendershot Investments
Virginia
$84.4M -$776K -2,214 -0.9%
Bank of Nova Scotia
280
Bank of Nova Scotia
Ontario, Canada
$84.1M +$37.9M +108,115 +82%
TAM
281
Tocqueville Asset Management
New York
$84M -$747K -2,133 -0.9%
UONDDL
282
University of Notre Dame du Lac
Indiana
$83.7M – – –
BHIA
283
Birch Hill Investment Advisors
Massachusetts
$83.4M -$1.23M -3,521 -1%
Allianz Asset Management
284
Allianz Asset Management
Germany
$83.3M +$10.3M +29,319 +14%
CAG
285
Crestwood Advisors Group
Massachusetts
$82.8M +$3.88M +11,071 +5%
GT
286
Glenmede Trust
Pennsylvania
$82.4M -$5.54M -15,804 -6%
CAM
287
Cresset Asset Management
Illinois
$82.3M +$1.36M +3,883 +2%
NG
288
Northstar Group
New York
$82.1M +$173K +493 +0.2%
SAIG
289
Semper Augustus Investments Group
Colorado
$81.1M -$1.05M -2,997 -1%
SBH
290
Segall Bryant & Hamill
Illinois
$80.6M -$3.92M -11,203 -5%
BTCPP
291
Border to Coast Pensions Partnership
United Kingdom
$79.9M – – –
KFC
292
Klingenstein Fields & Co
New York
$79.8M -$924K -2,638 -1%
AIM
293
Allen Investment Management
New York
$79.6M -$247K -704 -0.3%
Thrivent Financial for Lutherans
294
Thrivent Financial for Lutherans
Minnesota
$78.9M -$1.48M -4,217 -2%
PCI
295
Pacifica Capital Investments
Texas
$78.9M -$587K -1,677 -0.7%
OAM
296
Oppenheimer Asset Management
New York
$77.8M +$1.28M +3,640 +2%
QP
297
Quilter Plc
United Kingdom
$77.3M -$17.4M -107,516 -18%
Zurich Cantonal Bank
298
Zurich Cantonal Bank
Switzerland
$77.2M +$1.62M +4,612 +2%
CB
299
Commerce Bank
Missouri
$77M -$3.15K -9 -0%
X
300
Xponance
Pennsylvania
$76.8M -$2.1M -5,985 -3%
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