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 %
FA
3026
Financial Advisors
Massachusetts
$498K – – –
GWWM
3027
Great Waters Wealth Management
Minnesota
$498K – – –
JCIA
3028
Jackson Creek Investment Advisors
Colorado
$497K – – –
CP
3029
Camelot Portfolios
Ohio
$497K -$977K -2,788 -66%
MF
3030
Manchester Financial
California
$496K +$15.4K +44 +3%
FA
3031
FC Advisory
Pennsylvania
$496K – – –
PWA
3032
Primoris Wealth Advisors
Florida
$495K +$9.46K +27 +2%
RWM
3033
Rezny Wealth Management
Florida
$495K +$4.2K +12 +0.9%
AHC
3034
Adell Harriman & Carpenter
Texas
$494K – – –
LFP
3035
Leeward Financial Partners
Washington
$494K -$70.1K -200 -12%
CWM
3036
Cedar Wealth Management
California
$494K – – –
HI
3037
Hoey Investments
Pennsylvania
$493K – – –
HAFS
3038
Hapanowicz & Associates Financial Services
Pennsylvania
$493K – – –
CTA
3039
Chesley Taft & Associates
Illinois
$493K +$23.1K +66 +5%
MCA
3040
Martin Capital Advisors
Texas
$492K -$12.3K -35 -2%
MAM
3041
Milestone Asset Management
Pennsylvania
$491K +$348 +1 +0.1%
CSWM
3042
Cassady Schiller Wealth Management
Ohio
$488K +$92.1K +263 +23%
WC
3043
Wexford Capital
Florida
$488K +$488K +1,393 New
KC
3044
Kades & Cheifetz
Pennsylvania
$488K -$20K -57 -4%
CWA
3045
Consilio Wealth Advisors
Washington
$485K +$49.8K +145 +11%
AFG
3046
AFS Financial Group
Maryland
$484K – – –
OPTFSNA
3047
Old Point Trust & Financial Services N A
Virginia
$484K – – –
AL
3048
ADE LLC
Maryland
$483K – – –
AWMNH
3049
Arcadia Wealth Management (New Hampshire)
New Hampshire
$482K -$29.4K -84 -6%
SFG
3050
Sterling Financial Group
California
$481K -$6.66K -19 -1%
120 121
122
123 124