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 %
IHWM
3001
Iron Horse Wealth Management
Iowa
$514K +$53.6K +153 +12%
RAG
3002
RIA Advisory Group
Iowa
$514K +$21K +60 +4%
GAM
3003
Gould Asset Management
California
$513K -$105K -300 -17%
SC
3004
Schiavi & Co
Delaware
$513K – – –
BBPWM
3005
Blue Bell Private Wealth Management
Pennsylvania
$512K – – –
CFG
3006
Carr Financial Group
Massachusetts
$512K +$3.52K +10 +0.7%
LCM
3007
Logan Capital Management
Pennsylvania
$511K -$701 -2 -0.1%
WFMPM
3008
Woodley Farra Manion Portfolio Management
Indiana
$511K -$4.2K -12 -0.8%
FIBT
3009
First International Bank & Trust
North Dakota
$510K -$29.1K -83 -5%
JHCP
3010
Jackson Hole Capital Partners
Oklahoma
$508K -$10.9K -31 -2%
KOMWMG
3011
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$508K -$3.5K -10 -0.7%
GIM
3012
Guild Investment Management
California
$508K – – –
TCBWMS
3013
Texas Capital Bank Wealth Management Services
Texas
$507K -$55.3K -158 -10%
YWM
3014
Yoder Wealth Management
California
$506K +$25.9K +74 +5%
1IA
3015
1834 Investment Advisors
Wisconsin
$505K -$17.5K -50 -3%
SIC
3016
Shoker Investment Counsel
Ohio
$505K -$16.5K -47 -3%
JWM
3017
JGP Wealth Management
Oregon
$505K – – –
IBOK
3018
Independence Bank of Kentucky
Kentucky
$503K +$103K +295 +26%
ST
3019
Sentinel Trust
Texas
$502K +$52.5K +150 +12%
ML
3020
Mayport LLC
Massachusetts
$502K +$5.96K +17 +1%
BFWA
3021
Benchmark Financial Wealth Advisors
Florida
$501K -$6.31K -18 -1%
SCM
3022
SKBA Capital Management
California
$501K – – –
AFGAS
3023
Allegiance Financial Group Advisory Services
Virginia
$500K +$350 +1 +0.1%
HWM
3024
Horizons Wealth Management
North Carolina
$499K – – –
BCP
3025
Berkeley Capital Partners
Georgia
$499K +$701 +2 +0.1%
119 120
121
122 123