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
$850M
2
Vanguard Group
Vanguard Group
Pennsylvania
$50.7B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$11.7B
4
BlackRock
BlackRock
New York
$36.4B
5
GBWM
Granite Bay Wealth Management
New Hampshire
$382M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Gates Foundation Trust
Gates Foundation Trust
Washington
$7.89B
3
Deutsche Bank
Deutsche Bank
Germany
$520M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.71B
5
State Street
State Street
Massachusetts
$23.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
326
Meeder Asset Management
Ohio
$67.2M -$11.6M -33,182 -15%
WT
327
Whittier Trust
California
$66.2M +$878K +2,507 +1%
OC
328
Oppenheimer & Co
New York
$66M -$27K -77 -0%
UB
329
UMB Bank
Missouri
$65.5M -$2.15M -6,147 -3%
SCM
330
Smead Capital Management
Arizona
$64.7M -$2.07M -5,922 -3%
CPSAC
331
Chas P. Smith & Associates (CPS)
Florida
$64.3M -$1.37M -3,900 -2%
HCM
332
Howland Capital Management
Massachusetts
$64.3M +$490K +1,400 +0.8%
MAA
333
Mraz Amerine & Associates
California
$63.8M -$1.05M -3,002 -2%
SCP
334
Seizert Capital Partners
Michigan
$62.9M +$869K +2,480 +1%
CIC
335
Carnegie Investment Counsel
Ohio
$62.3M -$711K -2,029 -1%
MA
336
Mutual Advisors
Nebraska
$62.1M +$789K +2,252 +1%
BMO
337
Beck Mack & Oliver
New York
$62.1M -$765K -2,183 -1%
Axa
338
Axa
France
$62.1M -$5.46M -15,587 -8%
AP
339
Archon Partners
New Jersey
$61.9M – – –
CIM
340
Confluence Investment Management
Missouri
$61.6M -$2.44M -6,961 -4%
LWCFA
341
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61.6M -$397K -1,138 -0.6%
Skandinaviska Enskilda Banken (SEB)
342
Skandinaviska Enskilda Banken (SEB)
Sweden
$60.8M +$36.9M +105,211 +154%
CFB
343
Cullen/Frost Bankers
Texas
$60.3M -$273K -778 -0.4%
WIM
344
Wittenberg Investment Management
Massachusetts
$60.3M -$199K -567 -0.3%
Lazard Asset Management
345
Lazard Asset Management
New York
$59.8M -$9.62M -27,472 -14%
FCI
346
Financial Counselors Inc
Kansas
$59.3M +$241K +689 +0.4%
JCM
347
Jacobi Capital Management
Pennsylvania
$59.3M +$599K +1,710 +1%
EIA
348
Edgemoor Investment Advisors
Maryland
$59.1M -$303K -864 -0.5%
MIM
349
Miller Investment Management
Pennsylvania
$58.9M -$440K -1,257 -0.7%
RC
350
Roundview Capital
New Jersey
$58.9M -$680K -1,941 -1%
12 13
14
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