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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 %
WSWA
3051
Warren Street Wealth Advisors
California
$605K +$6.78K +19 +1%
KBFS
3052
Kohmann Bosshard Financial Services
Ohio
$603K – – –
FWM
3053
Forza Wealth Management
Florida
$602K +$7.13K +20 +1%
1IA
3054
1620 Investment Advisors
Massachusetts
$598K +$598K +1,677 New
TBNY
3055
Trustco Bank (New York)
New York
$598K +$35.7K +100 +6%
WMP
3056
Wealth Management Partners
Arizona
$597K -$28.2K -79 -5%
FSC
3057
Full Sail Capital
Oklahoma
$597K -$2.5K -7 -0.4%
HPM
3058
Hoxton Planning & Management
West Virginia
$596K -$26.4K -74 -4%
SWM
3059
Sendero Wealth Management
Texas
$595K – – –
QFA
3060
Quantum Financial Advisors
California
$595K +$2.5K +7 +0.4%
RFS
3061
Retirement Financial Solutions
Tennessee
$595K +$16.4K +46 +3%
APWA
3062
Atlas Private Wealth Advisors
New Jersey
$593K -$35.7K -100 -6%
CICC
3063
Capital Investment Counsel (Colorado)
Colorado
$593K +$593K +1,664 New
FNWA
3064
Financial Network Wealth Advisors
Utah
$593K +$593K +1,663 New
CTC
3065
Cetera Trust Company
Minnesota
$593K +$593K +1,662 New
ORG
3066
Optimist Retirement Group
Washington
$592K +$592K +1,661 New
AW
3067
Atlas Wealth
Ohio
$592K – – –
MHC
3068
Meyer Handelman Company
New York
$592K -$1.23M -3,450 -68%
PIM
3069
Progressive Investment Management
Oregon
$592K – – –
RPA
3070
Rock Point Advisors
Vermont
$591K -$17.8K -50 -3%
RAG
3071
RIA Advisory Group
Iowa
$589K +$66.3K +186 +13%
FF
3072
Farrow Financial
Vermont
$588K +$588K +1,650 New
ZF
3073
Zega Financial
Florida
$588K +$588K +1,650 New
MC
3074
Matisse Capital
Oregon
$588K +$588K +1,649 New
DIP
3075
DT Investment Partners
Pennsylvania
$588K +$5.03K +13 +0.9%
121 122
123
124 125