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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,891 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 1,523 increasing their positions, 1,393 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,891
Holders Change
+267
Holders Change %
+7.37%
% of All Funds
57.04%
Holding in Top 10
652
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-6.46%
% of All Funds
9.56%
New
411
Increased
1,523
Reduced
1,393
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.59B
2
State Street
State Street
Massachusetts
+$796M
3
Deutsche Bank
Deutsche Bank
Germany
+$441M
4
BlackRock
BlackRock
New York
+$441M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$358M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$932M
2
Ameriprise
Ameriprise
Minnesota
-$439M
3
Capital World Investors
Capital World Investors
California
-$369M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$286M
5
ATN
AMF Tjänstepension
Sweden
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPW
3551
Oxler Private Wealth
New York
$296K -$246K -690 -45%
HWM
3552
Howard Wealth Management
Connecticut
$296K +$3.92K +11 +1%
GFA
3553
Gallagher Fiduciary Advisors
Illinois
$295K – – –
MC
3554
Mirabaud & Cie
Switzerland
$295K +$295K +826 New
EFG
3555
Ehrlich Financial Group
California
$294K +$294K +825 New
CAP
3556
Columbia Advisory Partners
Washington
$294K +$23.2K +65 +9%
CIR
3557
Clear Investment Research
Georgia
$293K +$4.99K +14 +2%
PIM
3558
Provident Investment Management
Michigan
$292K – – –
AWP
3559
Accretive Wealth Partners
New Jersey
$292K +$28.5K +80 +11%
GRA
3560
Golden Road Advisors
Florida
$292K +$292K +819 New
FWM
3561
FSA Wealth Management
Massachusetts
$292K – – –
WCM
3562
Wealthcare Capital Management
Virginia
$290K +$5.71K +16 +2%
AA
3563
AlphaMark Advisors
Kentucky
$289K +$3.57K +10 +1%
NPP
3564
New Potomac Partners
Maryland
$289K – – –
KA
3565
Kozak & Associates
Colorado
$289K +$1.81K +5 +0.6%
JSA
3566
Jacobson & Schmitt Advisors
Wisconsin
$288K – – –
WM
3567
Whitford Management
New York
$287K – – –
CBT
3568
Central Bank & Trust
Kentucky
$287K +$36.4K +102 +14%
SWP
3569
Semus Wealth Partners
Florida
$287K +$16.1K +45 +6%
LAM
3570
LifePro Asset Management
California
$286K -$424K -1,188 -60%
RA
3571
Ruggaard & Associates
Ohio
$286K -$3.57K -10 -1%
FF
3572
Friedenthal Financial
New Jersey
$285K -$3.57K -10 -1%
MC
3573
Maren Capital
Illinois
$285K +$285K +800 New
WMA
3574
Wealth Management Associates
New Jersey
$285K – – –
MWM
3575
Maltin Wealth Management
New Jersey
$284K -$713 -2 -0.3%
141 142
143
144 145