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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 %
CG
3551
Cutler Group
California
– -$3.9M -12,636 Closed
Walleye Capital
3552
Walleye Capital
New York
– -$3.38M -10,933 Closed
LL
3553
LPWM LLC
Minnesota
– -$2.81M -8,897 Closed
ACM
3554
Altrius Capital Management
North Carolina
– -$2.2M -7,137 Closed
PFG
3555
Peterson Financial Group
Iowa
– -$1.95M -6,305 Closed
TWA
3556
Tillar-Wenstrup Advisors
Ohio
– -$1.55M -5,011 Closed
MS
3557
Maven Securities
Jersey
– -$1.53M -4,958 Closed
WHC
3558
Wulff, Hansen & Co
California
– -$1.51M -4,882 Closed
WFI
3559
West Family Investments
California
– -$1.49M -4,819 Closed
FFG
3560
Ford Financial Group
California
– -$1.41M -4,562 Closed
FMN
3561
Financial Management Network
California
– -$1.38M -4,394 Closed
DS
3562
DRW Securities
Illinois
– -$1.26M -4,082 Closed
YIH
3563
Y-Intercept (HK)
Hong Kong
– -$1.17M -3,778 Closed
JF
3564
Jump Financial
Illinois
– -$1.13M -3,649 Closed
CA
3565
Cresta Advisors
Texas
– -$1.09M -3,532 Closed
CMS
3566
Capital Market Strategies
Florida
– -$985K -3,188 Closed
CRWM
3567
Castle Rock Wealth Management
California
– -$950K -3,055 Closed
GLAM
3568
Gardner Lewis Asset Management
Pennsylvania
– -$879K -2,847 Closed
TC
3569
Toews Corporation
New Jersey
– -$803K -2,600 Closed
RIA
3570
Retirement Investment Advisors
Oklahoma
– -$772K -2,500 Closed
ONGA
3571
O'Neil Global Advisors
California
– -$706K -2,285 Closed
GG
3572
Golden Green
South Carolina
– -$689K -2,231 Closed
CF
3573
Clarity Financial
Texas
– -$669K -2,167 Closed
PH
3574
Pinnacle Holdings
Oklahoma
– -$599K -1,939 Closed
NLP
3575
Next Level Private
New York
– -$597K -1,893 Closed
141 142
143
144 145