BRK.B icon

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 %
DA
3076
Doliver Advisors
Texas
$586K – – –
WFO
3077
Wealthgate Family Office
Colorado
$586K – – –
MWM
3078
Maripau Wealth Management
Indiana
$586K +$150K +422 +35%
TCM
3079
Tradewinds Capital Management
Washington
$586K -$357 -1 -0.1%
BMA
3080
Brooks Moore & Associates
Tennessee
$583K +$44.6K +125 +8%
SWM
3081
SilverOak Wealth Management
Minnesota
$583K +$583K +1,635 New
DCM
3082
Driehaus Capital Management
Illinois
$582K +$1.43K +4 +0.2%
HB
3083
Horizon Bancorp
Indiana
$582K +$330K +925 +131%
WPC
3084
White Pine Capital
Minnesota
$581K -$713 -2 -0.1%
CRI
3085
Colonial River Investments
Virginia
$581K +$581K +1,628 New
LA
3086
Latitude Advisors
Florida
$578K -$2.85K -8 -0.5%
BWL
3087
Bogart Wealth LLC
Virginia
$578K +$53.9K +151 +10%
RGF
3088
Retirement Guys Formula
Ohio
$577K -$47.8K -134 -8%
MCM
3089
Mendel Capital Management
Arkansas
$577K -$8.92K -25 -2%
OHWP
3090
Oak Harbor Wealth Partners
North Carolina
$576K – – –
PA
3091
Planning Alternatives
Michigan
$575K – – –
LFA
3092
LGT Financial Advisors
Texas
$574K – – –
GF
3093
Gries Financial
Ohio
$571K -$5.35K -15 -0.9%
BGAI
3094
Bruce G. Allen Investments
Colorado
$571K +$571K +1,601 New
FDS
3095
First Dallas Securities
Texas
$571K +$214K +600 +60%
GCL
3096
Gouws Capital LLC
North Carolina
$571K -$71.3K -200 -11%
AGA
3097
Accuvest Global Advisors
Utah
$570K -$700K -1,962 -55%
CCM
3098
Coerente Capital Management
Ontario, Canada
$570K +$19.6K +55 +4%
MFC
3099
Mechanics Financial Corp
Ohio
$569K -$8.92K -25 -2%
HP
3100
Holistic Planning
Texas
$569K +$569K +1,594 New
122 123
124
125 126