BRK.B icon

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 %
DIM
3326
DLK Investment Management
California
$417K +$417K +1,170 New
HIS
3327
Harvest Investment Services
Illinois
$417K +$417K +1,290 New
C
3328
Covestor
United Kingdom
$417K +$5K +14 +1%
PCA
3329
Peddock Capital Advisors
Massachusetts
$417K – – –
SFC
3330
SYM Financial Corp
Indiana
$416K +$105K +294 +34%
WWP
3331
Waypoint Wealth Partners
California
$415K +$67.8K +190 +20%
BA
3332
Ballew Advisors
Mississippi
$413K +$32.5K +90 +9%
M
3333
MYeCFO
California
$413K – – –
FBFS
3334
First Business Financial Services
Wisconsin
$413K +$2.14K +6 +0.5%
SHA
3335
Seneca House Advisors
Virginia
$412K -$41K -115 -9%
DWA
3336
Delos Wealth Advisors
Texas
$411K -$419K -1,174 -50%
MPW
3337
Melone Private Wealth
Michigan
$411K +$1.43K +4 +0.3%
CB
3338
Centennial Bank
Arkansas
$410K – – –
HP
3339
Hilltop Partners
Indiana
$407K +$407K +1,142 New
MCM
3340
MontVue Capital Management
Virginia
$407K +$407K +1,141 New
ATWA
3341
Arbor Trust Wealth Advisors
Michigan
$406K -$125K -350 -24%
UAML
3342
US Asset Management LLC
Pennsylvania
$406K +$406K +1,137 New
YCG
3343
Yeomans Consulting Group
Georgia
$406K +$406K +1,138 New
BAMG
3344
Brand Asset Management Group
Missouri
$405K +$1.07K +3 +0.3%
BWCS
3345
Beirne Wealth Consulting Services
Connecticut
$405K +$11.4K +32 +3%
DAC
3346
Dividend Assets Capital
South Carolina
$405K -$6.06K -17 -1%
AA
3347
Acorns Advisers
California
$405K +$169K +473 +71%
AP
3348
Aspect Partners
Virginia
$403K +$403K +1,131 New
SGC
3349
Slocum, Gordon & Co
Rhode Island
$403K +$19.3K +54 +5%
MW
3350
Maia Wealth
Colorado
$402K +$402K +1,127 New
132 133
134
135 136