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 %
OCM
3401
Orion Capital Management
California
$266K -$56K -160 -17%
CAP
3402
Columbia Advisory Partners
Washington
$266K – – –
PDM
3403
Penn Davis McFarland
Texas
$266K +$266K +758 New
TC
3404
Trilogy Capital
California
$265K +$45.9K +131 +21%
RPCONE
3405
Retirement Planning Company of New England
Rhode Island
$264K -$156K -446 -37%
SPP
3406
Single Point Partners
Massachusetts
$264K +$264K +754 New
Mawer Investment Management
3407
Mawer Investment Management
Alberta, Canada
$263K – – –
PA
3408
Prism Advisors
California
$263K – – –
FAM
3409
Family Asset Management
South Carolina
$262K – – –
ES
3410
ETF Store
Kansas
$261K +$1.02K +3 +0.4%
AAA
3411
Adams Asset Advisors
Texas
$261K – – –
MFA
3412
Morling Financial Advisors
California
$260K -$20K -57 -7%
AWP
3413
Accretive Wealth Partners
New Jersey
$259K -$7.71K -22 -3%
AC
3414
Asio Capital
Kentucky
$259K – – –
RK
3415
Rather & Kittrell
Tennessee
$258K -$3.5K -10 -1%
PWP
3416
Phillips Wealth Planners
Mississippi
$257K -$1.02K -3 -0.4%
TFA
3417
Toth Financial Advisory
Virginia
$256K -$1.75K -5 -0.7%
CCP
3418
Clough Capital Partners
Massachusetts
$256K -$91.1K -260 -26%
TFCP
3419
Twin Focus Capital Partners
Massachusetts
$255K -$384K -1,096 -60%
LI
3420
LVZ Inc
Michigan
$255K – – –
SWM
3421
Shakespeare Wealth Management
Wisconsin
$255K – – –
TFA
3422
Tobias Financial Advisors
Florida
$255K – – –
HIP
3423
Harrell Investment Partners
Texas
$254K – – –
IIA
3424
Integral Investment Advisors
California
$254K +$254K +726 New
GIM
3425
Grassi Investment Management
California
$254K – – –
135 136
137
138 139