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 %
PCA
3326
Providence Capital Advisors
North Carolina
$307K – – –
PAG
3327
Paladin Advisory Group
Iowa
$306K – – –
GWM
3328
GDS Wealth Management
Texas
$306K -$77.4K -221 -20%
SFC
3329
SYM Financial Corp
Indiana
$305K +$305K +872 New
SJIM
3330
St. Johns Investment Management
Florida
$304K – – –
MC
3331
Miramar Capital
Illinois
$304K -$63.1K -180 -17%
ASW
3332
Astoria Strategic Wealth
Texas
$303K – – –
IWP
3333
Invenio Wealth Partners
Florida
$303K +$9.46K +27 +3%
BWM
3334
Boyd Wealth Management
California
$302K – – –
CAMV
3335
Concord Asset Management (Virginia)
Virginia
$302K -$29.4K -84 -9%
SFPG
3336
Stonebridge Financial Planning Group
Florida
$301K – – –
EARNEST Partners
3337
EARNEST Partners
Georgia
$301K – – –
FAG
3338
Fortitude Advisory Group
Washington
$301K -$1.75K -5 -0.6%
WAL
3339
W Advisors LLC
Tennessee
$300K +$300K +856 New
KFS
3340
Kaizen Financial Strategies
California
$299K -$5.96K -17 -2%
MWPCG
3341
Measured Wealth Private Client Group
New Hampshire
$298K -$10.5K -30 -3%
LNWWM
3342
Laird Norton Wetherby Wealth Management
California
$298K -$228K -650 -43%
ACM
3343
Alethea Capital Management
Washington
$298K -$87.6K -250 -23%
PWMG
3344
Pinnacle Wealth Management Group
Michigan
$294K – – –
BMCM
3345
Burns Matteson Capital Management
New York
$294K +$28.7K +82 +11%
EF
3346
Exeter Financial
Arizona
$293K – – –
GM
3347
GeoWealth Management
Illinois
$293K +$14K +40 +5%
NRWA
3348
North Ridge Wealth Advisors
Oregon
$293K – – –
ACM
3349
Alamar Capital Management
California
$292K -$22.8K -65 -7%
AT
3350
Arvest Trust
Oklahoma
$292K +$701 +2 +0.2%
132 133
134
135 136