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 %
SWAG
3501
Spectrum Wealth Advisory Group
California
$219K – – –
CI
3502
Ceera Investments
Texas
$218K – – –
BO
3503
Bank OZK
Arkansas
$218K -$15.8K -45 -7%
IPW
3504
Invictus Private Wealth
Colorado
$218K – – –
GKIM
3505
GW&K Investment Management
Massachusetts
$217K +$8.4K +24 +4%
SEEDPG
3506
S.E.E.D. Planning Group
New York
$217K -$16.1K -46 -7%
SRWM
3507
Shira Ridge Wealth Management
California
$217K +$217K +619 New
IA
3508
IFS Advisors
Kansas
$216K +$24.2K +69 +13%
FCMT
3509
Founders Capital Management (Texas)
Texas
$215K +$215K +615 New
BB
3510
Berkshire Bank
Massachusetts
$215K -$10.5K -30 -5%
IPW
3511
Impact Partnership Wealth
Georgia
$215K +$58.9K +168 +38%
BBA
3512
Braun-Bostich & Associates
Pennsylvania
$215K -$161K -460 -43%
PWM
3513
Pacific Wealth Management
California
$214K – – –
AFS
3514
AFG Fiduciary Services
Massachusetts
$213K – – –
RIM
3515
Reliant Investment Management
Tennessee
$213K +$213K +607 New
TW
3516
Towerpoint Wealth
California
$212K +$701 +2 +0.3%
LD
3517
Lipe & Dalton
New York
$212K – – –
PWA
3518
PCG Wealth Advisors
Kansas
$212K – – –
PFA
3519
Pinnacle Family Advisors
Missouri
$212K – – –
KWM
3520
Kaydan Wealth Management
Michigan
$211K – – –
PA
3521
PSI Advisors
Florida
$211K +$7.01K +20 +3%
BFM
3522
Boothbay Fund Management
New York
$211K +$211K +602 New
MWM
3523
MinichMacGregor Wealth Management
New York
$211K +$2.8K +8 +1%
ARIS
3524
Advanced Research Investment Solutions
California
$210K -$701 -2 -0.3%
NME
3525
Notis-McConarty Edward
$210K – – –
139 140
141
142 143