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 %
ZAM
3301
Zevin Asset Management
Massachusetts
$320K +$21.4K +61 +7%
KFS
3302
Kelly Financial Services
Massachusetts
$320K -$1.05K -3 -0.3%
CGFA
3303
Colton Groome Financial Advisors
North Carolina
$320K – – –
BCAM
3304
Boston Common Asset Management
Massachusetts
$319K – – –
WPA
3305
Winning Points Advisors
Florida
$317K -$107K -300 -25%
WBC
3306
West Branch Capital
Massachusetts
$317K – – –
DR
3307
Davis Rea
Ontario, Canada
$316K – – –
IAS
3308
Investment Advisory Services
Texas
$315K – – –
ASA
3309
Armstrong Shaw Associates
Connecticut
$315K – – –
CB
3310
CNB Bank
Pennsylvania
$315K +$63.4K +181 +25%
CAS
3311
CTC Alternative Strategies
Illinois
$315K +$315K +900 New
SPWM
3312
Spartan Planning & Wealth Management
North Carolina
$315K +$315K +900 New
BIG
3313
Builder Investment Group
Georgia
$314K -$9.81K -28 -3%
FWA
3314
Freedom Wealth Alliance
Wisconsin
$314K -$3.5K -10 -1%
EM
3315
ELCO Management
New York
$314K – – –
SFG
3316
Synergy Financial Group
California
$313K – – –
NCG
3317
Newport Capital Group
New Jersey
$312K +$21.4K +61 +7%
SP
3318
SWS Partners
Ohio
$311K – – –
ACM
3319
Ayrshire Capital Management
Connecticut
$310K +$15.1K +43 +5%
WLPWM
3320
Walled Lake Planning & Wealth Management
Illinois
$310K – – –
SPI
3321
Sutton Place Investors
New York
$309K +$12.6K +36 +4%
ACMA
3322
Arbor Capital Management (Alaska)
Alaska
$309K +$90.4K +268 +41%
AFO
3323
Allie Family Office
Florida
$308K – – –
CIS
3324
Connors Investor Services
Pennsylvania
$308K – – –
HA
3325
HFG Advisors
Ohio
$307K +$11.2K +32 +4%
131 132
133
134 135