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 %
FC
3101
Fusion Capital
South Carolina
$443K +$17.5K +50 +4%
MCM
3102
Mattern Capital Management
Colorado
$443K – – –
MKA
3103
M. Kulyk & Associates
Georgia
$442K -$20.7K -59 -4%
HCM
3104
Hengehold Capital Management
Ohio
$441K -$118K -338 -21%
SSW
3105
Stone Summit Wealth
Florida
$441K -$12.3K -35 -3%
MAM
3106
MMA Asset Management
Pennsylvania
$440K +$30.5K +87 +7%
SHA
3107
Seneca House Advisors
Virginia
$439K -$10.4K -30 -2%
GF
3108
Goodman Financial
Texas
$439K – – –
NCM
3109
Nelson Capital Management
California
$438K – – –
RPG
3110
Resource Planning Group
Georgia
$438K – – –
PA
3111
PFW Advisors
Georgia
$435K – – –
RC
3112
RBF Capital
California
$435K – – –
CCM
3113
Carderock Capital Management
Maryland
$434K – – –
VWM
3114
Valley Wealth Managers
New Jersey
$434K – – –
ES
3115
Eagle Strategies
New York
$434K – – –
MIM
3116
MTM Investment Management
South Carolina
$434K – – –
SFG
3117
Sunburst Financial Group
Alabama
$434K +$25.6K +73 +6%
GCM
3118
Goldstream Capital Management
Hong Kong
$433K – – –
CWM
3119
Cherrydale Wealth Management
New Jersey
$432K +$10.5K +30 +2%
OFG
3120
Omega Financial Group
California
$432K +$36.8K +105 +9%
TAM
3121
TCP Asset Management
Ohio
$431K – – –
FSWA
3122
Financial Synergies Wealth Advisors
Texas
$430K – – –
WCP
3123
Wick Capital Partners
Pennsylvania
$430K +$4.55K +13 +1%
TCMP
3124
Thrive Capital Management (Pennsylvania)
Pennsylvania
$429K +$13.7K +39 +3%
MWM
3125
Maripau Wealth Management
Indiana
$428K +$428K +1,222 New
123 124
125
126 127