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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 %
KFS
3576
Kaizen Financial Strategies
California
$284K -$20.3K -57 -7%
EAM
3577
Empirical Asset Management
Massachusetts
$284K – – –
AA
3578
Axiom Advisory
California
$284K – – –
TFA
3579
Tobias Financial Advisors
Florida
$283K +$23.2K +65 +9%
CCM
3580
Chiron Capital Management
Florida
$282K -$1.78K -5 -0.6%
CCP
3581
Clarity Capital Partners
California
$282K +$282K +791 New
BRIA
3582
Balanced Rock Investment Advisors
Massachusetts
$282K +$282K +790 New
MTWM
3583
Masso Torrence Wealth Management
New Jersey
$281K -$713 -2 -0.3%
PIM
3584
Plato Investment Management
Australia
$281K +$281K +788 New
EWM
3585
Elevatus Welath Management
New York
$281K +$281K +787 New
CB
3586
Community Bank
New York
$278K -$16.8K -47 -6%
GFA
3587
Grunden Financial Advisory
Texas
$276K +$276K +775 New
PMIA
3588
Patrick Mauro Investment Advisor
Illinois
$276K – – –
HIM
3589
Hillsdale Investment Management
Ontario, Canada
$275K +$28.5K +80 +12%
GIS
3590
Grayhawk Investment Strategies
Alberta, Canada
$275K – – –
BWM
3591
BKM Wealth Management
Wisconsin
$274K +$274K +769 New
BDFN
3592
Bond & Devick Financial Network
Minnesota
$273K – – –
FWM
3593
FFT Wealth Management
Pennsylvania
$273K +$273K +766 New
PP
3594
PFS Partners
New Jersey
$273K +$2.14K +6 +0.8%
ACM
3595
Advance Capital Management
Michigan
$273K – – –
ES
3596
ETF Store
Kansas
$273K – – –
LSA
3597
Lion Street Advisors
Texas
$272K +$14.3K +40 +6%
OCM
3598
Orion Capital Management
California
$272K +$1.43K +4 +0.5%
PCTC
3599
Perkins Coie Trust Company
Washington
$272K -$6.42K -18 -2%
BAM
3600
Beaumont Asset Management
Texas
$270K -$10.7K -30 -4%
142 143
144
145 146