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 %
DA
3476
DSC Advisors
Illinois
$234K +$13.7K +39 +6%
CG
3477
Clifford Group
Massachusetts
$233K – – –
AA
3478
Acorns Advisers
California
$232K +$232K +663 New
BG
3479
Bollard Group
Massachusetts
$231K – – –
CFCI
3480
Comprehensive Financial Consultants Institutional
Indiana
$231K – – –
MAM
3481
McCarthy Asset Management
California
$230K – – –
NG
3482
NatWest Group
United Kingdom
$230K -$59.6K -170 -21%
HIF
3483
Hill Island Financial
Michigan
$230K – – –
GWAM
3484
Guardian Wealth Advisors (Minnesota)
Minnesota
$229K -$7.01K -20 -3%
EA
3485
Evolution Advisers
Virginia
$229K – – –
FWC
3486
First Washington Corp
Washington
$228K – – –
D
3487
Dentgroup
Louisiana
$228K +$1.75K +5 +0.8%
CII
3488
Capital International Inc
California
$226K – – –
JPLA
3489
Joseph P. Lucia & Associates
New York
$226K – – –
BA
3490
BCM Advisors
Louisiana
$225K – – –
TF
3491
Talbot Financial
Washington
$224K -$7.01K -20 -3%
FFL
3492
Financial Freedom LLC
Ohio
$224K – – –
NFG
3493
Northeast Financial Group
Pennsylvania
$223K +$223K +638 New
LBC
3494
Lawrence B. Cohen
$222K -$10.2K -29 -4%
RWM
3495
Reston Wealth Management
Virginia
$222K +$222K +634 New
G
3496
Gainplan
Michigan
$221K +$221K +632 New
PCM
3497
Perritt Capital Management
Illinois
$220K – – –
IRC
3498
Investors Research Corp
Georgia
$219K – – –
LWMNY
3499
Landmark Wealth Management (New York)
New York
$219K +$219K +624 New
AWM
3500
Avondale Wealth Management
Texas
$219K -$52.5K -150 -19%
138 139
140
141 142