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 %
GSIS
3251
Global Strategic Investment Solutions
Arizona
$344K +$18.6K +53 +6%
ECA
3252
Elevated Capital Advisors
Utah
$344K -$1.4K -4 -0.4%
CP
3253
Covenant Partners
Tennessee
$344K – – –
GA
3254
Goldstein Advisors
Wisconsin
$344K +$48K +137 +16%
LA
3255
Lane & Associates
New Jersey
$342K – – –
FBC
3256
Fairfield, Bush & Co
Connecticut
$342K – – –
TAM
3257
Taurus Asset Management
New York
$342K – – –
SLWA
3258
San Luis Wealth Advisors
California
$341K +$6.31K +18 +2%
WWP
3259
Waypoint Wealth Partners
California
$341K – – –
RPCA
3260
Running Point Capital Advisors
California
$340K – – –
CA
3261
Claris Advisors
Missouri
$340K +$23.5K +67 +7%
ICP
3262
Interchange Capital Partners
Pennsylvania
$340K +$25.2K +72 +8%
FFWM
3263
Future Financial Wealth Management
Ohio
$340K +$2.45K +7 +0.7%
RIG
3264
Renaissance Investment Group
Massachusetts
$339K -$7.01K -20 -2%
EL
3265
EWA LLC
Pennsylvania
$339K +$44.8K +128 +15%
FCA
3266
Fortis Capital Advisors
Kansas
$338K – – –
IAMOG
3267
Investors Asset Management of Georgia
Georgia
$337K – – –
HW
3268
Hamilton Wealth
California
$337K -$13.7K -39 -4%
SWM
3269
SFG Wealth Management
Maryland
$337K – – –
BWM
3270
Brickley Wealth Management
California
$337K +$3.15K +9 +0.9%
KAS
3271
KPP Advisory Services
Kentucky
$337K +$337K +963 New
WMA
3272
West Michigan Advisors
Michigan
$337K +$49K +140 +17%
GPA
3273
Guidance Point Advisors
Massachusetts
$336K +$31.5K +90 +10%
CCA
3274
Clearwater Capital Advisors
Illinois
$336K -$47.3K -135 -12%
HIA
3275
HTG Investment Advisors
Connecticut
$336K -$44.5K -127 -12%
129 130
131
132 133