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 %
SCM
3201
Seascape Capital Management
New Hampshire
$376K +$2.1K +6 +0.6%
SWRP
3202
Summit Wealth & Retirement Planning
California
$375K – – –
LFPWM
3203
Leicht Financial Planning & Wealth Management
New Jersey
$375K +$7.01K +20 +2%
FAM
3204
Flaharty Asset Management
Florida
$374K – – –
MWA
3205
MFA Wealth Advisors
Pennsylvania
$374K – – –
CWM
3206
Collaborative Wealth Management
Florida
$373K -$9.46K -27 -2%
BWP
3207
Bernardo Wealth Planning
Pennsylvania
$373K – – –
UW
3208
Unique Wealth
Florida
$372K +$102K +291 +38%
AWA
3209
Alaska Wealth Advisors
Alaska
$371K +$371K +1,060 New
CRI
3210
Commonwealth Retirement Investments
Virginia
$371K – – –
PCMF
3211
Private Capital Management (Florida)
Florida
$370K – – –
SDWMA
3212
Schneider Downs Wealth Management Advisors
Pennsylvania
$369K -$5.25K -15 -1%
AAM
3213
American Asset Management
Florida
$369K -$9.11K -26 -2%
WAM
3214
Wallington Asset Management
Indiana
$368K +$17.5K +50 +5%
WCA
3215
Westover Capital Advisors
Delaware
$368K – – –
CWR
3216
Chico Wealth RIA
California
$368K +$368K +1,050 New
CICI
3217
Capital Investment Counsel Inc
North Carolina
$367K -$37.1K -106 -9%
SCP
3218
Silverleafe Capital Partners
Tennessee
$366K -$4.2K -12 -1%
PPC
3219
Park Place Capital
Alabama
$366K – – –
PWM
3220
Purus Wealth Management
California
$366K +$9.11K +26 +3%
WPA
3221
West Paces Advisors
Georgia
$366K – – –
BG
3222
Benedetti & Gucer
Georgia
$365K -$3.85K -11 -1%
AWM
3223
Avaii Wealth Management
Wisconsin
$363K +$3.85K +11 +1%
BA
3224
Ballew Advisors
Mississippi
$363K – – –
EP
3225
Edgestream Partners
New Jersey
$363K -$1.31M -3,734 -78%
127 128
129
130 131