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 %
WWM
3576
Wolff Wiese Magana
California
$119K – – –
RTL
3577
Red Tortoise LLC
Georgia
$118K -$15.1K -43 -11%
FFC
3578
First Financial Corp
Indiana
$110K -$701 -2 -0.6%
RVM
3579
Robinson Value Management
Texas
$109K – – –
RAM
3580
Ramirez Asset Management
New York
$105K +$105K +300 New
SCM
3581
Silvant Capital Management
Georgia
$99.1K – – –
WTA
3582
Washington Trust Advisors
Massachusetts
$96.3K – – –
WFA
3583
West Financial Advisors
Iowa
$91.4K – – –
RWPA
3584
Richard W. Paul & Associates
Michigan
$89.7K +$5.96K +17 +7%
DCBT
3585
Dakota Community Bank & Trust
North Dakota
$85.8K -$1.75K -5 -2%
TWD
3586
True Wealth Design
Ohio
$85.5K -$3.85K -11 -4%
SC
3587
Sawyer & Company
Massachusetts
$84K – – –
UOTTAIMCU
3588
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$82.3K +$82.3K +235 New
CAS
3589
Coppell Advisory Solutions
Texas
$76.9K -$14.2K -46 -16%
LFASL
3590
Lugano Financial Advisors SA (LFA)
Switzerland
$73.6K – – –
BWAM
3591
Boyd Watterson Asset Management
Ohio
$72.5K – – –
SAM
3592
Sycomore Asset Management
France
$72K -$108K -300 -60%
AWM
3593
Ameliora Wealth Management
Switzerland
$70.1K – – –
EL
3594
EMFO LLC
Florida
$67.6K +$15.8K +45 +30%
GCM
3595
Gables Capital Management
Florida
$61.3K – – –
EAM
3596
Eukles Asset Management
Ohio
$59.6K +$4.9K +14 +9%
BC
3597
Belmont Capital
California
$58.9K -$806K -2,300 -93%
NC
3598
NewSquare Capital
Pennsylvania
$53.2K +$23.5K +67 +79%
AWA
3599
Authentikos Wealth Advisory
California
$46.2K +$46.2K +132 New
LWA
3600
Lowe Wealth Advisors
Maryland
$42K – – –
142 143
144
145 146