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 %
CASB
3076
Cape Ann Savings Bank
Massachusetts
$463K – – –
PS
3077
Portfolio Strategies
New York
$463K – – –
AFM
3078
Abbot Financial Management
Massachusetts
$463K +$17.5K +50 +4%
CC
3079
Corton Capital
Ontario, Canada
$461K +$461K +1,317 New
IWP
3080
IAG Wealth Partners
Wisconsin
$460K – – –
RFN
3081
Redwood Financial Network
Ohio
$459K -$150K -428 -25%
TWM
3082
Trevian Wealth Management
Massachusetts
$458K +$458K +1,308 New
CL
3083
COWA LLC
Oklahoma
$457K – – –
IAP
3084
Indie Asset Partners
Indiana
$457K – – –
GFPC
3085
Global Financial Private Client
Florida
$456K +$1.04K +3 +0.2%
CSPAM
3086
Cary Street Partners Asset Management
Virginia
$455K -$17.5K -50 -4%
SF
3087
Slagle Financial
Illinois
$455K +$62K +177 +16%
PCA
3088
Private Capital Advisors
Connecticut
$454K – – –
CCM
3089
Cohen Capital Management
California
$453K – – –
CCA
3090
Cora Capital Advisors
New Jersey
$453K -$4.2K -12 -0.9%
NMG
3091
New Millennium Group
Utah
$453K -$350 -1 -0.1%
AA
3092
AlphaQ Advisors
Florida
$452K -$29.8K -85 -6%
DCM
3093
Deuterium Capital Management
Florida
$451K -$479K -1,377 -52%
CF
3094
Convergence Financial
Missouri
$450K – – –
AA
3095
AJ Advisors
Tennessee
$450K -$350 -1 -0.1%
AWM
3096
Aspire Wealth Management
Massachusetts
$449K – – –
DCM
3097
DGS Capital Management
New Jersey
$447K +$151K +431 +51%
BA
3098
Bridge Advisory
California
$447K +$9.81K +28 +2%
VF
3099
VitalStone Financial
Texas
$445K +$421K +1,199 +1,738%
AWS
3100
Aspen Wealth Strategies
Colorado
$444K – – –
122 123
124
125 126