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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,891 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 1,523 increasing their positions, 1,393 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,891
Holders Change
+267
Holders Change %
+7.37%
% of All Funds
57.04%
Holding in Top 10
652
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-6.46%
% of All Funds
9.56%
New
411
Increased
1,523
Reduced
1,393
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.59B
2
State Street
State Street
Massachusetts
+$796M
3
Deutsche Bank
Deutsche Bank
Germany
+$441M
4
BlackRock
BlackRock
New York
+$441M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$358M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$932M
2
Ameriprise
Ameriprise
Minnesota
-$439M
3
Capital World Investors
Capital World Investors
California
-$369M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$286M
5
ATN
AMF Tjänstepension
Sweden
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWRC
3301
R.W. Roge & Company
New York
$435K – – –
FFW
3302
Fusion Family Wealth
New York
$434K – – –
MCM
3303
Mattern Capital Management
Colorado
$433K -$17.8K -50 -4%
MUMSS
3304
Mitsubishi UFJ Morgan Stanley Securities
Japan
$432K +$432K +1,212 New
CCIA
3305
Cherry Creek Investment Advisors
Colorado
$432K +$432K +1,212 New
DA
3306
Dover Advisors
Virginia
$432K -$650K -1,822 -60%
NWM
3307
Northcape Wealth Management
New York
$430K – – –
MGI
3308
MayTech Global Investments
New York
$429K -$107K -300 -20%
WIM
3309
Waycross Investment Management
Washington
$429K +$2.5K +7 +0.6%
FC
3310
Financial Council
Maryland
$428K – – –
USB
3311
Union Savings Bank
Connecticut
$427K +$9.99K +28 +2%
MMM
3312
Mendel Money Management
Illinois
$426K -$2.14K -6 -0.5%
GGA
3313
Granite Group Advisors
Connecticut
$425K +$425K +1,050 New
SCM
3314
Saxony Capital Management
Missouri
$425K +$425K +1,191 New
ES
3315
Eagle Strategies
New York
$424K -$17.8K -50 -4%
FFM
3316
Forum Financial Management
Illinois
$424K -$713 -2 -0.2%
NECFA
3317
New England Capital Financial Advisors
Connecticut
$424K +$15.3K +43 +4%
WPA
3318
Winning Points Advisors
Florida
$424K +$107K +300 +34%
NI
3319
NFC Investments
Tennessee
$423K +$423K +1,186 New
CCM
3320
Carderock Capital Management
Maryland
$423K -$19.6K -55 -4%
SICM
3321
Sustainable Insight Capital Management
New York
$421K – – –
SWM
3322
Selective Wealth Management
Virginia
$420K +$420K +1,155 New
OGF
3323
Orin Green Financial
California
$419K – – –
BF
3324
Brogan Financial
Tennessee
$419K -$7.13K -20 -2%
EFP
3325
EnRich Financial Partners
Wisconsin
$418K +$418K +1,172 New
131 132
133
134 135