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 %
BWM
2976
Birchcreek Wealth Management
Ohio
$530K +$114K +325 +27%
AIA
2977
Affinity Investment Advisors
California
$530K -$172K -490 -24%
BMA
2978
Brooks Moore & Associates
Tennessee
$529K – – –
HCM
2979
Highview Capital Management
Illinois
$529K -$24.5K -70 -4%
PWM
2980
Paulson Wealth Management
Illinois
$529K -$13.3K -38 -2%
CBC
2981
Coombe, Bender & Co
New York
$529K +$2.8K +8 +0.5%
DIP
2982
DT Investment Partners
Pennsylvania
$527K – – –
MGI
2983
MayTech Global Investments
New York
$527K -$27.3K -78 -5%
KCM
2984
KRS Capital Management
Michigan
$527K – – –
NRG
2985
Nemes Rush Group
Michigan
$526K -$17.5K -50 -3%
LWMM
2986
Legacy Wealth Management (Mississippi)
Mississippi
$525K – – –
CP
2987
Capital Planning
Washington
$525K – – –
T
2988
TrueFG
Texas
$525K – – –
MFT
2989
Moisand Fitzgerald Tamayo
Florida
$523K +$18.2K +52 +4%
PPWM
2990
PFG Private Wealth Management
Florida
$523K -$3.5K -10 -0.7%
CFG
2991
Compton Financial Group
Maryland
$522K – – –
ATWA
2992
Arbor Trust Wealth Advisors
Michigan
$522K -$22.8K -65 -4%
WA
2993
Wealth Advisors
California
$519K -$2.1K -6 -0.4%
FWA
2994
FSC Wealth Advisors
New York
$518K – – –
RCA
2995
Ranch Capital Advisors
Florida
$517K +$17.5K +50 +4%
GWMIA
2996
Global Wealth Management Investment Advisory
Florida
$517K – – –
BWL
2997
Bogart Wealth LLC
Virginia
$515K +$39.6K +113 +8%
OWA
2998
Outlook Wealth Advisors
Texas
$514K -$76K -217 -13%
PGF
2999
Plan Group Financial
Oklahoma
$514K +$514K +1,467 New
PIFP
3000
Partners in Financial Planning
Virginia
$514K -$52.5K -150 -9%
118 119
120
121 122