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 %
ISWM
3526
Independent Solutions Wealth Management
New York
$210K +$210K +600 New
AI
3527
Auour Investments
Massachusetts
$208K – – –
OPWM
3528
Oxinas Partners Wealth Management
Indiana
$206K – – –
NCM
3529
Narwhal Capital Management
Georgia
$206K – – –
BCFS
3530
Butensky & Cohen Financial Security
Florida
$206K +$206K +587 New
ECU
3531
Eisler Capital (UK)
United Kingdom
$205K +$205K +586 New
PFA
3532
Pathway Financial Advisors
Vermont
$203K +$203K +580 New
PWM
3533
Prosperity Wealth Management
California
$203K +$203K +579 New
RFA
3534
RTD Financial Advisors
Pennsylvania
$203K +$203K +579 New
RFO
3535
RiverGlades Family Offices
Florida
$201K +$201K +575 New
SFCL
3536
Strengthening Families & Communities LLC
Massachusetts
$201K – – –
JWM
3537
Jeppson Wealth Management
California
$200K +$200K +572 New
FBT
3538
First Bankers Trust
Kentucky
$200K +$200K +572 New
JA
3539
JVL Associates
Michigan
$200K -$13.3K -38 -6%
QCI
3540
Quaker Capital Investments
Pennsylvania
$200K – – –
FGA
3541
Fortis Group Advisors
New Jersey
$193K +$193K +551 New
TAM
3542
Tucker Asset Management
Colorado
$192K +$7.71K +22 +4%
JFG
3543
JDM Financial Group
Texas
$190K -$71.5K -204 -27%
SIA
3544
Sit Investment Associates
Minnesota
$187K – – –
CP
3545
Castleview Partners
Texas
$181K -$65.9K -188 -27%
OSNBOA
3546
Old Second National Bank of Aurora
Illinois
$180K -$7.71K -22 -4%
RL
3547
Rogco LP
Oklahoma
$180K +$180K +513 New
TLA
3548
Tanglewood Legacy Advisors
Texas
$178K – – –
GWSA
3549
Global Wealth Strategies & Associates
Colorado
$177K – – –
BFA
3550
BBJS Financial Advisors
Washington
$175K – – –
140 141
142
143 144