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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 %
SFA
3101
Source Financial Advisors
New York
$568K -$8.92K -25 -2%
DDPIC
3102
Deroy & Devereaux Private Investment Counsel
Michigan
$567K – – –
CG
3103
Corundum Group
Colorado
$567K +$5.71K +16 +1%
PFG
3104
Prosperity Financial Group
California
$565K +$196K +550 +53%
NFP
3105
NorthLanding Financial Partners
New York
$564K -$2.14K -6 -0.4%
RA
3106
Riversedge Advisors
Delaware
$564K -$47.8K -134 -8%
C
3107
CEDRUS
Colorado
$564K -$20.7K -58 -4%
BAWC
3108
Boyce & Associates Wealth Consulting
Texas
$564K – – –
PIAS
3109
PCA Investment Advisory Services
Ohio
$564K – – –
CWA
3110
Carolina Wealth Advisors
South Carolina
$564K – – –
OFW
3111
Omnia Family Wealth
Florida
$563K -$39.2K -110 -7%
BIA
3112
Benchmark Investment Advisors
Illinois
$562K +$195K +547 +53%
KSWWM
3113
Keyes Stange & Wooten Wealth Management
Florida
$562K +$562K +1,575 New
NL
3114
NDWM LLC
California
$561K +$561K +1,572 New
PIFP
3115
Partners in Financial Planning
Virginia
$559K +$35.7K +100 +7%
BWM
3116
Birchcreek Wealth Management
Ohio
$558K +$18.5K +52 +3%
FA
3117
FC Advisory
Pennsylvania
$558K +$53.1K +149 +11%
CRI
3118
Commonwealth Retirement Investments
Virginia
$556K +$178K +500 +47%
SVWG
3119
Shared Vision Wealth Group
United States
$555K +$555K +1,556 New
HCM
3120
Highview Capital Management
Illinois
$553K +$14.3K +40 +3%
ETIA
3121
Epic Trust Investment Advisors
Washington
$552K -$9.63K -27 -2%
CFS
3122
Commonwealth Financial Services
West Virginia
$552K -$16.4K -46 -3%
AC
3123
Anson Capital
Georgia
$551K +$551K +1,546 New
W
3124
WealthCollab
Washington
$550K +$550K +1,542 New
SIA
3125
Spectrum Investment Advisors
Wisconsin
$550K +$550K +1,542 New
123 124
125
126 127