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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 %
OWMIAS
3401
One Wealth Management Investment & Advisory Services
Florida
$376K +$376K +1,053 New
SDWMA
3402
Schneider Downs Wealth Management Advisors
Pennsylvania
$375K – – –
KFP
3403
Keener Financial Planning
Texas
$375K +$375K +1,052 New
AAM
3404
American Asset Management
Florida
$375K -$357 -1 -0.1%
WCA
3405
Westover Capital Advisors
Delaware
$374K – – –
PWM
3406
Power Wealth Management
Georgia
$374K +$374K +1,049 New
CICI
3407
Capital Investment Counsel Inc
North Carolina
$374K – – –
SCP
3408
Silverleafe Capital Partners
Tennessee
$373K – – –
LA
3409
Lifeworks Advisors
Michigan
$371K -$22.1K -62 -6%
ACMA
3410
Arbor Capital Management (Alaska)
Alaska
$371K +$34.5K +94 +10%
EA
3411
Echo45 Advisors
California
$370K +$87K +244 +31%
GPA
3412
Guidance Point Advisors
Massachusetts
$370K +$27.5K +77 +8%
CC
3413
Caxton Corporation
New Jersey
$369K +$369K +1,035 New
WA
3414
Wealthstar Advisors
Texas
$368K -$442K -1,240 -55%
DLHL
3415
Donald L. Hagan LLC
Florida
$368K – – –
BMD
3416
Better Money Decisions
New Mexico
$367K – – –
CFG
3417
CKW Financial Group
Hawaii
$366K – – –
HFRG
3418
Houlihan Financial Resource Group
Virginia
$366K +$24.3K +68 +7%
RWMG
3419
Redwood Wealth Management Group
New Jersey
$366K +$366K +1,026 New
BMCM
3420
Burns Matteson Capital Management
New York
$366K +$66.7K +187 +22%
SR
3421
Syntax Research
Florida
$365K -$428K -1,200 -54%
FM
3422
Foster & Motley
Ohio
$363K -$29.6K -83 -8%
RLWM
3423
RF&L Wealth Management
Massachusetts
$361K – – –
SFA
3424
Souders Financial Advisors
Ohio
$360K +$713 +2 +0.2%
SWM
3425
SFG Wealth Management
Maryland
$360K +$16.8K +47 +5%
135 136
137
138 139