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 %
WCM
3351
Windsor Capital Management
Arizona
$292K – – –
GFA
3352
Gallagher Fiduciary Advisors
Illinois
$290K -$35.4K -101 -11%
CB
3353
Community Bank
New York
$290K – – –
CWA
3354
CM Wealth Advisors
Ohio
$289K -$339K -958 -54%
RAM
3355
Rempart Asset Management
Canada
$289K -$350K -1,000 -55%
QIM
3356
Quantitative Investment Management
Virginia
$288K -$982K -2,811 -77%
PIM
3357
Provident Investment Management
Michigan
$287K – – –
SFS
3358
Starfox Financial Services
Texas
$287K +$19.4K +55 +7%
HWM
3359
Howard Wealth Management
Connecticut
$287K -$54.3K -155 -16%
FWM
3360
FSA Wealth Management
Massachusetts
$287K +$22.4K +64 +8%
RA
3361
Ruggaard & Associates
Ohio
$285K -$2.45K -7 -0.9%
PI
3362
Pachira Investments
California
$284K +$30.1K +86 +12%
NPP
3363
New Potomac Partners
Maryland
$284K – – –
FF
3364
Friedenthal Financial
New Jersey
$284K – – –
OFG
3365
OmniStar Financial Group
North Carolina
$284K +$75.3K +215 +36%
AFP
3366
Alpha Financial Partners
Kentucky
$283K -$206K -588 -42%
JSA
3367
Jacobson & Schmitt Advisors
Wisconsin
$283K – – –
CIR
3368
Clear Investment Research
Georgia
$283K +$8.76K +25 +3%
WM
3369
Whitford Management
New York
$282K -$103K -294 -27%
WWG
3370
West Wealth Group
California
$282K -$32.2K -92 -10%
PWP
3371
Pursue Wealth Partners
California
$281K -$1.38M -3,950 -83%
AA
3372
AlphaMark Advisors
Kentucky
$280K +$35K +100 +14%
MWM
3373
Maltin Wealth Management
New Jersey
$280K -$4.55K -13 -2%
GWM
3374
Grand Wealth Management
Michigan
$280K +$18.2K +52 +7%
WMA
3375
Wealth Management Associates
New Jersey
$280K +$17.5K +50 +7%
133 134
135
136 137