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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 %
WFPG
3601
Waller Financial Planning Group
Ohio
– -$223K -721 Closed
IPW
3602
Invictus Private Wealth
Colorado
– -$222K -718 Closed
BFA
3603
BMS Financial Advisors
South Dakota
– -$221K -716 Closed
BB
3604
Berkshire Bank
Massachusetts
– -$221K -715 Closed
SWA
3605
Sightline Wealth Advisors
Connecticut
– -$221K -714 Closed
MWM
3606
Maripau Wealth Management
Indiana
– -$213K -699 Closed
JA
3607
JVL Associates
Michigan
– -$212K -687 Closed
PWM
3608
Prosperity Wealth Management
California
– -$211K -682 Closed
NPT
3609
Nixon Peabody Trust
Massachusetts
– -$210K -681 Closed
DA
3610
DSC Advisors
Illinois
– -$208K -674 Closed
EGM
3611
Engineers Gate Manager
New York
– -$208K -672 Closed
VV
3612
Verity & Verity
South Carolina
– -$207K -671 Closed
QC
3613
QCM Cayman
Texas
– -$207K -670 Closed
BBL
3614
Beck Bode LLC
Massachusetts
– -$200K -649 Closed
PD
3615
Planning Directions
Pennsylvania
– -$200K -649 Closed
VIA
3616
Virtus Investment Advisers
Connecticut
– -$153K -495 Closed
WAM
3617
Wolverine Asset Management
Illinois
– -$123K -399 Closed
IFA
3618
Interactive Financial Advisors
Illinois
– -$92.7K -300 Closed
AAMA
3619
Advanced Asset Management Advisors
Ohio
– -$89.6K -290 Closed
RWMH
3620
Riverpoint Wealth Management Holdings
Illinois
– -$79.7K -258 Closed
CAS
3621
Coppell Advisory Solutions
Texas
– -$76.9K -249 Closed
CASC
3622
Coppell Advisory Solutions Corp
Texas
– -$76.9K -249 Closed
IAIM
3623
Industrial Alliance Investment Management
Quebec, Canada
– -$48K -155 Closed
Point72 Asset Management
3624
Point72 Asset Management
Connecticut
– -$39.2K -127 Closed
WA
3625
Win Advisors
Florida
– -$38.9K -126 Closed
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