BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,585 hedge funds and large institutions have $298B invested in Berkshire Hathaway Class B in 2023 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 1,357 increasing their positions, 1,439 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,585
Holders Change
+53
Holders Change %
+1.5%
% of All Funds
56.54%
Holding in Top 10
644
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+2.71%
% of All Funds
10.16%
New
175
Increased
1,357
Reduced
1,439
Closed
89
Calls
$6.86B
Puts
$3.8B
Net Calls
+$3.06B
Net Calls Change
+$1.37B

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$8.57B
2
Swiss National Bank
Swiss National Bank
Switzerland
$1.6B
3
Barclays
Barclays
United Kingdom
$1.96B
4
Norges Bank
Norges Bank
Norway
$3.64B
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$871M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.28B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.02B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$339M
4
AllianceBernstein
AllianceBernstein
Tennessee
$1.46B
5
Harris Associates
Harris Associates
Illinois
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
326
Confluence Investment Management
Missouri
$62.3M -$2.15M -6,298 -3%
HCM
327
Howland Capital Management
Massachusetts
$62.1M +$1M +2,939 +2%
CIC
328
Carnegie Investment Counsel
Ohio
$61.3M +$652K +1,911 +1%
BMO
329
Beck Mack & Oliver
New York
$61.2M -$711K -2,085 -1%
CF
330
Canoe Financial
Alberta, Canada
$60.7M -$2.61M -7,662 -4%
FFA
331
First Foundation Advisors
California
$60.7M -$4.61M -13,519 -7%
LWCFA
332
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60.5M +$275K +805 +0.5%
SCP
333
Seizert Capital Partners
Michigan
$60.3M -$1.16M -3,399 -2%
AP
334
Archon Partners
New Jersey
$60.3M – – –
MA
335
Mutual Advisors
Nebraska
$59.7M +$796K +2,334 +1%
PCH
336
Polar Capital Holdings
United Kingdom
$59.5M -$8.41M -24,652 -12%
PGFC
337
Peapack-Gladstone Financial Corp
New Jersey
$59.1M -$512K -1,502 -0.9%
CFB
338
Cullen/Frost Bankers
Texas
$59M -$702K -2,059 -1%
WIM
339
Wittenberg Investment Management
Massachusetts
$58.9M -$1.21M -3,541 -2%
AWM
340
AE Wealth Management
Kansas
$58.5M +$6.17M +18,090 +12%
RC
341
Roundview Capital
New Jersey
$58M +$736K +2,158 +1%
EIA
342
Edgemoor Investment Advisors
Maryland
$57.9M -$463K -1,358 -0.8%
Jane Street
343
Jane Street
New York
$57.8M -$59.1M -173,368 -51%
MIM
344
Miller Investment Management
Pennsylvania
$57.8M +$9.24M +27,084 +19%
FCI
345
Financial Counselors Inc
Kansas
$57.5M -$109K -321 -0.2%
CK
346
Cohen Klingenstein
New York
$57.5M -$63.1K -185 -0.1%
JCM
347
Jacobi Capital Management
Pennsylvania
$57.1M +$900K +2,640 +2%
SCI
348
S&CO Inc
Massachusetts
$56.9M -$122K -358 -0.2%
SIC
349
Salem Investment Counselors
North Carolina
$56.2M -$171K -500 -0.3%
HP
350
Hosking Partners
United Kingdom
$56M +$4.12M +12,094 +8%
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