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 %
T
3151
TrueFG
Texas
$535K – – –
BBA
3152
Braun-Bostich & Associates
Pennsylvania
$533K +$314K +881 +143%
KWM
3153
KFG Wealth Management
Indiana
$532K -$14.6K -41 -3%
PPWM
3154
PFG Private Wealth Management
Florida
$532K – – –
RCM
3155
Raleigh Capital Management
North Carolina
$532K +$113K +317 +27%
MM
3156
Meridian Management
Arkansas
$532K -$128K -321 -19%
NRG
3157
Nemes Rush Group
Michigan
$530K -$5.35K -15 -1%
BFWA
3158
Benchmark Financial Wealth Advisors
Florida
$529K +$18.6K +52 +4%
GWMIA
3159
Global Wealth Management Investment Advisory
Florida
$526K – – –
DPI
3160
Diversified Portfolios Inc
Michigan
$526K +$39.2K +110 +8%
CFG
3161
Carr Financial Group
Massachusetts
$524K +$5.35K +15 +1%
OWA
3162
Outlook Wealth Advisors
Texas
$524K – – –
YWM
3163
Yoder Wealth Management
California
$524K +$8.56K +24 +2%
WFMPM
3164
Woodley Farra Manion Portfolio Management
Indiana
$522K +$2.14K +6 +0.4%
TWM
3165
Tolleson Wealth Management
Texas
$522K +$522K +1,464 New
ST
3166
Somerset Trust
Pennsylvania
$522K -$349K -979 -40%
JWM
3167
JGP Wealth Management
Oregon
$521K +$7.13K +20 +1%
PWA
3168
Primoris Wealth Advisors
Florida
$521K +$17.1K +48 +3%
LCM
3169
Logan Capital Management
Pennsylvania
$521K – – –
PGF
3170
Plan Group Financial
Oklahoma
$520K -$3.57K -10 -0.7%
JHCP
3171
Jackson Hole Capital Partners
Oklahoma
$518K – – –
KOMWMG
3172
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$518K – – –
GIM
3173
Guild Investment Management
California
$517K – – –
AFGAS
3174
Allegiance Financial Group Advisory Services
Virginia
$517K +$8.56K +24 +2%
OFS
3175
Orrstown Financial Services
Pennsylvania
$515K +$515K +1,445 New
125 126
127
128 129