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
$850M
2
Vanguard Group
Vanguard Group
Pennsylvania
$50.7B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$11.7B
4
BlackRock
BlackRock
New York
$36.4B
5
GBWM
Granite Bay Wealth Management
New Hampshire
$382M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Gates Foundation Trust
Gates Foundation Trust
Washington
$7.89B
3
Deutsche Bank
Deutsche Bank
Germany
$520M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.71B
5
State Street
State Street
Massachusetts
$23.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
301
KeyBank National Association
Ohio
$76.8M -$541K -1,544 -0.7%
MML Investors Services
302
MML Investors Services
Massachusetts
$76.2M +$1.97M +5,637 +3%
PMG
303
Private Management Group
California
$76.1M -$4.64M -13,242 -6%
Janus Henderson Group
304
Janus Henderson Group
United Kingdom
$76M -$13.4M -38,138 -15%
JIC
305
JRM Investment Counsel
Nebraska
$75M +$309K +883 +0.4%
CB
306
Cooke & Bieler
Pennsylvania
$74.6M -$504K -1,439 -0.7%
Cerity Partners
307
Cerity Partners
New York
$74.4M -$46.4M -132,549 -38%
CG
308
Colony Group
Massachusetts
$74M -$1.13M -3,221 -2%
NHC
309
Nicholas Hoffman & Company
Georgia
$73.4M +$8.19M +23,371 +13%
VAM
310
Vontobel Asset Management
New York
$73.2M -$24.4M -70,753 -25%
SCA
311
STALEY CAPITAL ADVISERS
Pennsylvania
$72.1M -$570K -1,626 -0.8%
MIM
312
Manitou Investment Management
Ontario, Canada
$71.2M -$291K -831 -0.4%
ISL
313
Ingalls & Snyder LLC
New York
$71.2M -$1.31M -3,727 -2%
SSM
314
Sound Shore Management
Connecticut
$71.2M -$24.6M -70,163 -26%
WHG
315
Westwood Holdings Group
Texas
$70.8M -$12.3M -35,155 -15%
SL
316
Summitry LLC
California
$70.4M +$4.9K +14 +0%
SJIC
317
St. James Investment Company
Texas
$70.3M -$3.28M -9,375 -4%
DAM
318
Davis Asset Management
California
$70.1M – – –
AWM
319
AE Wealth Management
Kansas
$69.6M +$9.56M +27,277 +16%
Public Employees Retirement Association of Colorado
320
Public Employees Retirement Association of Colorado
Colorado
$69.4M -$3.44M -9,817 -5%
FAF
321
Fjarde Ap-fonden
Sweden
$69.2M -$6.67M -19,042 -9%
FCIM
322
Fairview Capital Investment Management
California
$69.1M -$3.94M -11,239 -5%
CSIC
323
Clifford Swan Investment Counsel
California
$69M -$678K -1,936 -1%
QCM
324
QRG Capital Management
Illinois
$68.4M +$68.4M +195,243 New
SFA
325
Sequoia Financial Advisors
Ohio
$67.8M -$16.1M -46,064 -19%
11 12
13
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