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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 %
EAM
3551
Erste Asset Management
Austria
$173K – – –
BWS
3552
Buck Wealth Strategies
Colorado
$173K – – –
Loomis, Sayles & Company
3553
Loomis, Sayles & Company
Massachusetts
$171K +$10.9K +31 +7%
CWM
3554
Cranbrook Wealth Management
Michigan
$170K – – –
FMTCOCP
3555
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$167K +$56K +160 +50%
MLA
3556
MB, Levis & Associates
Pennsylvania
$166K – – –
CWA
3557
Core Wealth Advisors
Florida
$146K – – –
CFS
3558
CGC Financial Services
Oregon
$142K – – –
ACM
3559
Antonetti Capital Management
Florida
$142K – – –
SC
3560
Steph & Co
Wisconsin
$140K +$4.2K +12 +3%
HC
3561
Hoese & Co
Minnesota
$140K – – –
HWM
3562
HighMark Wealth Management
Minnesota
$138K +$8.77K +25 +7%
WTG
3563
West Tower Group
Virginia
$136K +$101K +289 +292%
DF
3564
Dunhill Financial
United Kingdom
$136K +$16K +46 +13%
RBC
3565
Roble Belko & Company
Pennsylvania
$134K -$28.8K -223 -18%
CCMW
3566
Cypress Capital Management (Wyoming)
Wyoming
$134K – – –
DWA
3567
Dougherty Wealth Advisers
Minnesota
$134K – – –
TIM
3568
Thompson Investment Management
Wisconsin
$133K -$26.3K -75 -16%
GCS
3569
Gordian Capital (Singapore)
Singapore
$132K – – –
BI
3570
Bramshill Investments
Florida
$132K -$981K -2,801 -88%
GWM
3571
Guardian Wealth Management
Illinois
$128K – – –
DF
3572
DecisionPoint Financial
Arizona
$128K – – –
RWM
3573
Ruedi Wealth Management
Illinois
$127K – – –
MIM
3574
Macroview Investment Management
Maryland
$127K +$123K +352 +3,520%
LTI
3575
Laffer Tengler Investments
Tennessee
$124K -$1.89M -5,403 -94%
141 142
143
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