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 %
RC
3151
Rovin Capital
Arizona
$404K -$27.7K -79 -6%
DAC
3152
Dividend Assets Capital
South Carolina
$404K -$14.4K -41 -3%
FBFS
3153
First Business Financial Services
Wisconsin
$403K +$64.5K +184 +19%
EC
3154
EdgeRock Capital
Colorado
$403K +$110K +313 +37%
HIIFS
3155
Harel Insurance Investments & Financial Services
Israel
$403K +$52.6K +148 +15%
CB
3156
Centennial Bank
Arkansas
$403K – – –
MPW
3157
Melone Private Wealth
Michigan
$402K – – –
NECFA
3158
New England Capital Financial Advisors
Connecticut
$401K – – –
XS
3159
XR Securities
Illinois
$401K +$101K +289 +34%
GWA
3160
Geometric Wealth Advisors
District of Columbia
$401K +$105K +300 +36%
KDA
3161
Kraft Davis & Associates
Missouri
$400K +$8.57K +25 +2%
CNC
3162
Citizens & Northern Corp
Pennsylvania
$398K – – –
LFA
3163
Lauterbach Financial Advisors
Texas
$398K +$12.3K +35 +3%
BAMG
3164
Brand Asset Management Group
Missouri
$397K -$151K -430 -28%
UCMOK
3165
United Capital Management of KS
Kansas
$396K +$701 +2 +0.2%
AWP
3166
Atlas Wealth Partners
Pennsylvania
$396K +$6.63K +20 +2%
CMBA
3167
C.M. Bidwell & Associates
Hawaii
$395K -$70.4K -201 -15%
BHWA
3168
Beacon Harbor Wealth Advisors
Virginia
$394K – – –
MPPLM
3169
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$393K -$20K -57 -5%
WCFA
3170
Walkner Condon Financial Advisors
Wisconsin
$393K +$23.1K +66 +6%
CIA
3171
Cape Investment Advisory
Georgia
$392K +$383K +1,093 +4,372%
JAIC
3172
Josh Arnold Investment Consultant
Minnesota
$392K +$157K +450 +67%
GWM
3173
GoalFusion Wealth Management
Texas
$391K – – –
KIG
3174
Kennedy Investment Group
New Jersey
$387K – – –
CCA
3175
Cottonwood Capital Advisors
Utah
$386K -$77.8K -222 -17%
125 126
127
128 129