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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,532 hedge funds and large institutions have $256B invested in Berkshire Hathaway Class B in 2023 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,365 increasing their positions, 1,394 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,532
Holders Change
-18
Holders Change %
-0.51%
% of All Funds
56.53%
Holding in Top 10
627
Holding in Top 10 Change
-64
Holding in Top 10 Change %
-9.26%
% of All Funds
10.04%
New
157
Increased
1,365
Reduced
1,394
Closed
96
Calls
$5.39B
Puts
$3.71B
Net Calls
+$1.69B
Net Calls Change
-$52.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$44.1B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.41B
3
Bank of America
Bank of America
North Carolina
$3.5B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$805M
5
Goldman Sachs
Goldman Sachs
New York
$2.21B

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$6.08B
2
State Street
State Street
Massachusetts
$21B
3
GQG Partners
GQG Partners
Florida
$808K
4
Barclays
Barclays
United Kingdom
$1.07B
5
QP
Quilter Plc
United Kingdom
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
3526
TD Capital Management
Tennessee
$6.18K – – –
CAM
3527
ClariVest Asset Management
California
$6K – – –
RG
3528
Richelieu Gestion
France
$6K +$6K +20 New
UFF
3529
USA Financial Formulas
Michigan
$4.32K +$4.32K +14 New
GKIM
3530
GW&K Investment Management
Massachusetts
$3K +$3K +11 New
OIS
3531
Okabena Investment Services
Minnesota
$2.4K -$111K -232 -98%
DI
3532
DRH Investments
California
$926 – – –
BHWM
3533
Bay Harbor Wealth Management
Maryland
$926 +$926 +3 New
SFCL
3534
Strengthening Families & Communities LLC
Massachusetts
$188 -$62 -200 -25%
Janney Montgomery Scott
3535
Janney Montgomery Scott
Pennsylvania
– -$150M -485,780 Closed
Capital Fund Management (CFM)
3536
Capital Fund Management (CFM)
France
– -$65.7M -212,793 Closed
MML Investors Services
3537
MML Investors Services
Massachusetts
– -$62.1M -201,035 Closed
BCP
3538
BSN Capital Partners
United Kingdom
– -$24.1M -79,000 Closed
KAS
3539
Kemnay Advisory Services
New York
– -$14.8M -47,940 Closed
ASGS
3540
Alpha Square Group S
New York
– -$10.3M -33,500 Closed
GMA
3541
Glassy Mountain Advisors
Maryland
– -$9.53M -30,842 Closed
JCM
3542
Janney Capital Management
Pennsylvania
– -$9.23M -29,890 Closed
AGA
3543
Altrinsic Global Advisors
Connecticut
– -$8.87M -28,716 Closed
QC
3544
Quadrature Capital
United Kingdom
– -$8.78M -28,407 Closed
HHMI
3545
Howard Hughes Medical Institute
Maryland
– -$6.18M -20,000 Closed
DA
3546
Duality Advisers
Florida
– -$5.25M -16,982 Closed
HT
3547
HAP Trading
New York
– -$5.23M -16,925 Closed
PAG
3548
Private Advisory Group
Washington
– -$5.18M -16,771 Closed
AWAG
3549
ARS Wealth Advisors Group
Florida
– -$5.11M -16,556 Closed
NI
3550
Noked Israel
Israel
– -$4.13M -13,360 Closed
140 141
142
143 144