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 %
C1AG
3126
Client 1st Advisory Group
Florida
$428K -$10.5K -30 -2%
HPWM
3127
High Pines Wealth Management
Massachusetts
$428K +$48.7K +139 +13%
AIA
3128
Angeles Investment Advisors
California
$426K – – –
FFW
3129
Fusion Family Wealth
New York
$426K – – –
WCWM
3130
Willow Creek Wealth Management
California
$425K -$138K -393 -24%
NWM
3131
Northcape Wealth Management
New York
$422K – – –
MMM
3132
Mendel Money Management
Illinois
$421K -$6.31K -18 -1%
FC
3133
Financial Council
Maryland
$420K +$4.2K +12 +1%
BF
3134
Brogan Financial
Tennessee
$419K -$21.4K -61 -5%
WIM
3135
Waycross Investment Management
Washington
$419K +$17.9K +51 +4%
FFM
3136
Forum Financial Management
Illinois
$417K -$298K -852 -42%
SIAG
3137
Safeguard Investment Advisory Group
California
$417K – – –
EW
3138
Enzi Wealth
Texas
$416K – – –
SICM
3139
Sustainable Insight Capital Management
New York
$413K -$35K -100 -8%
MAM
3140
Marotta Asset Management
Virginia
$412K -$33.3K -95 -7%
OGF
3141
Orin Green Financial
California
$412K – – –
RCM
3142
Raleigh Capital Management
North Carolina
$412K +$4.9K +14 +1%
3F
3143
360 Financial
Minnesota
$409K -$447K -1,283 -52%
PCA
3144
Peddock Capital Advisors
Massachusetts
$409K – – –
USB
3145
Union Savings Bank
Connecticut
$409K +$47.6K +136 +13%
TCPWM
3146
Traverso Chambers Private Wealth Management
California
$408K +$8.41K +24 +2%
SRSA
3147
S.R. Schill & Associates
Washington
$406K +$149K +425 +58%
M
3148
MYeCFO
California
$405K – – –
RWRC
3149
R.W. Roge & Company
New York
$405K – – –
C
3150
Covestor
United Kingdom
$405K +$21.4K +61 +6%
124 125
126
127 128