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 %
PFG
3226
Prosperity Financial Group
California
$362K +$28.4K +81 +9%
CWA
3227
Clearview Wealth Advisors
Oregon
$362K -$35K -100 -9%
DLHL
3228
Donald L. Hagan LLC
Florida
$361K – – –
BIA
3229
Benchmark Investment Advisors
Illinois
$360K -$8.76K -25 -2%
BMD
3230
Better Money Decisions
New Mexico
$360K – – –
MC
3231
Machina Capital
France
$360K -$650K -1,855 -64%
KW
3232
KWB Wealth
California
$360K – – –
CFG
3233
CKW Financial Group
Hawaii
$359K – – –
RLWM
3234
RF&L Wealth Management
Massachusetts
$355K – – –
CFAM
3235
Coury Firm Asset Management
Pennsylvania
$354K – – –
APC
3236
Aspire Private Capital
North Carolina
$354K +$23.5K +67 +7%
DFCM
3237
Dark Forest Capital Management
Puerto Rico
$353K -$13.9M -39,594 -98%
SFA
3238
Souders Financial Advisors
Ohio
$353K +$8.41K +24 +2%
RF
3239
RHS Financial
California
$353K +$11.9K +34 +3%
BC
3240
Brio Consultants
California
$352K -$21.4K -61 -6%
MAG
3241
Mayfair Advisory Group
Alabama
$351K +$3.49K +10 +1%
ATI
3242
Act Two Investors
California
$351K -$59.9K -171 -15%
GA
3243
Greenhaven Associates
New York
$351K – – –
GWI
3244
Grace & White Inc
New York
$350K – – –
NOCM
3245
Night Owl Capital Management
Connecticut
$350K – – –
ITB
3246
Idaho Trust Bank
Idaho
$350K -$17.5K -50 -5%
FDS
3247
First Dallas Securities
Texas
$350K -$210K -600 -38%
FA
3248
Fountainhead AM
New Jersey
$350K +$106K +304 +44%
MCA
3249
Maryland Capital Advisors
Maryland
$347K – – –
CIAS
3250
CBIZ Investment Advisory Services
Ohio
$345K -$70.1K -200 -17%
128 129
130
131 132