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
3376
Wealthcare Capital Management
Virginia
$279K +$21.7K +62 +8%
EAM
3377
Empirical Asset Management
Massachusetts
$279K – – –
MCM
3378
Monument Capital Management
Virginia
$279K – – –
CCM
3379
Chiron Capital Management
Florida
$279K +$3.5K +10 +1%
AA
3380
Axiom Advisory
California
$279K +$17.5K +50 +7%
WIM
3381
Warwick Investment Management
Texas
$278K – – –
EA
3382
Echo45 Advisors
California
$278K -$5.96K -17 -2%
MTWM
3383
Masso Torrence Wealth Management
New Jersey
$277K +$5.61K +16 +2%
IWM
3384
Iams Wealth Management
Nebraska
$277K +$277K +790 New
BAM
3385
Beaumont Asset Management
Texas
$276K – – –
CCA
3386
Conservest Capital Advisors
Pennsylvania
$276K – – –
KA
3387
Kozak & Associates
Colorado
$275K +$3.46K +10 +1%
PWA
3388
Peterson Wealth Advisors
Utah
$275K +$4.9K +14 +2%
MCG
3389
McCollum Christoferson Group
New York
$273K -$147K -420 -35%
PCTC
3390
Perkins Coie Trust Company
Washington
$273K +$14.7K +42 +6%
SI
3391
Symmetry Investments
Jersey
$272K +$272K +776 New
BC
3392
Barrett & Company
Rhode Island
$272K -$10.9K -31 -4%
PMIA
3393
Patrick Mauro Investment Advisor
Illinois
$271K – – –
GIS
3394
Grayhawk Investment Strategies
Alberta, Canada
$270K – – –
BDFN
3395
Bond & Devick Financial Network
Minnesota
$268K – – –
ACM
3396
Advance Capital Management
Michigan
$268K +$31.5K +90 +13%
B
3397
Barings
North Carolina
$267K -$4.9K -14 -2%
RWM
3398
RBA Wealth Management
California
$267K – – –
PP
3399
PFS Partners
New Jersey
$266K -$7.01K -20 -3%
SWP
3400
Semus Wealth Partners
Florida
$266K -$35K -100 -12%
134 135
136
137 138