BRK.B icon

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 %
GOCP
3476
Great Oak Capital Partners
Massachusetts
$336K +$336K +943 New
B
3477
Birchbrook
Maine
$335K +$335K +940 New
RSS
3478
Rosenblum Silverman Sutton
California
$335K – – –
BSHC
3479
Breed's Hill Capital
Massachusetts
$335K +$335K +938 New
OA
3480
Oracle Alpha
Ontario, Canada
$333K +$333K +934 New
CFSG
3481
Clark Financial Services Group
Missouri
$333K – – –
AWM
3482
Affinity Wealth Management
Delaware
$332K – – –
BA
3483
BCM Advisors
Louisiana
$331K +$79.4K +205 +32%
BAM
3484
Bellevue Asset Management
Washington
$331K – – –
IIM
3485
Ipswich Investment Management
Massachusetts
$330K – – –
PA
3486
Prism Advisors
California
$330K +$62.4K +175 +23%
AHB
3487
Abner Herrman & Brock
New Jersey
$329K -$3.27M -9,156 -91%
PRI
3488
Prepared Retirement Institute
Pennsylvania
$329K +$329K +922 New
WFS
3489
Widmann Financial Services
Maryland
$328K – – –
EA
3490
Evolution Advisers
Virginia
$328K +$90.6K +250 +38%
SFG
3491
Synergy Financial Group
California
$328K +$8.92K +25 +3%
AFTS
3492
American Financial & Tax Strategies
New York
$327K +$327K +916 New
TFA
3493
Toth Financial Advisory
Virginia
$326K +$65.3K +183 +25%
MCM
3494
Monument Capital Management
Virginia
$326K +$41.7K +117 +15%
BCAM
3495
Boston Common Asset Management
Massachusetts
$325K – – –
AFP
3496
Alpha Financial Partners
Kentucky
$324K +$35.7K +100 +12%
HFP
3497
Holistic Financial Partners
Indiana
$323K +$323K +907 New
WBC
3498
West Branch Capital
Massachusetts
$323K – – –
ACM
3499
Ayrshire Capital Management
Connecticut
$323K +$7.13K +20 +2%
FA
3500
FSA Advisors
Michigan
$322K +$322K +903 New
138 139
140
141 142