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 %
FA
3451
Fortis Advisors
Pennsylvania
$242K – – –
HIM
3452
Hillsdale Investment Management
Ontario, Canada
$242K +$182K +520 +304%
BSAM
3453
Blue Square Asset Management
New York
$242K – – –
SEM
3454
Strategic Equity Management
Arizona
$240K – – –
DACG
3455
Donor Advised Charitable Giving
California
$239K -$48.7K -139 -17%
PAM
3456
Peninsula Asset Management
Florida
$239K – – –
AA
3457
Argent Advisors
Louisiana
$239K -$10.5K -30 -4%
RWG
3458
Regal Wealth Group
California
$239K +$29.4K +84 +14%
HHGA
3459
Halbert Hargrove Global Advisors
California
$238K -$12.6K -36 -5%
IIM
3460
Ironwood Investment Management
Massachusetts
$238K – – –
SV
3461
Sturgeon Ventures
United Kingdom
$238K – – –
APW
3462
Acima Private Wealth
Virginia
$238K – – –
WHCI
3463
W.H. Cornerstone Investments
Massachusetts
$237K -$74.9K -214 -24%
SVCF
3464
Silicon Valley Community Foundation
California
$236K – – –
EBT
3465
Enterprise Bank & Trust
Massachusetts
$236K +$7.01K +20 +3%
KFP
3466
KB Financial Partners
New Jersey
$236K -$351 -1 -0.1%
AIM
3467
Arcadia Investment Management
Michigan
$236K – – –
SPI
3468
Santori & Peters Inc
Pennsylvania
$235K -$20.3K -58 -8%
RWA
3469
Rainsberger Wealth Advisors
Colorado
$235K -$35K -100 -13%
BRG
3470
Bay Rivers Group
Virginia
$235K – – –
CPG
3471
Cornerstone Planning Group
New Jersey
$235K +$3.15K +9 +1%
SWM
3472
Seed Wealth Management
Illinois
$234K – – –
MWA
3473
Mills Wealth Advisors
Texas
$234K +$234K +669 New
DA
3474
Drake & Associates
Wisconsin
$234K – – –
CWM
3475
Cahill Wealth Management
Michigan
$234K – – –
137 138
139
140 141