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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
$850M
2
Vanguard Group
Vanguard Group
Pennsylvania
$50.7B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$11.7B
4
BlackRock
BlackRock
New York
$36.4B
5
GBWM
Granite Bay Wealth Management
New Hampshire
$382M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Gates Foundation Trust
Gates Foundation Trust
Washington
$7.89B
3
Deutsche Bank
Deutsche Bank
Germany
$520M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.71B
5
State Street
State Street
Massachusetts
$23.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
IUHSA
3626
Itau Unibanco Holding S.A.
Brazil
$701 -$153K -436 -100%
BCMIO
3627
Beacon Capital Management Inc (Ohio)
Ohio
$33 – – –
QPBE
3628
Quintet Private Bank (Europe)
Luxembourg
– -$88.5M -258,686 Closed
SC
3629
Soundwatch Capital
Connecticut
– -$116K -219,320 Closed
V
3630
Veritable
Delaware
– -$63.5M -186,277 Closed
ACM
3631
Advisors Capital Management
New Jersey
– -$27.5M -80,505 Closed
HF
3632
HRT Financial
New York
– -$25.8M -75,647 Closed
BSC
3633
Brown Shipley & Co
United Kingdom
– -$19.1M -56,143 Closed
AIM
3634
AMI Investment Management
Indiana
– -$13.7M -40,320 Closed
KWILP
3635
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$12.3M -35,984 Closed
AP
3636
Arlington Partners
Alabama
– -$11.6M -34,110 Closed
CC
3637
Centiva Capital
New York
– -$9.57M -28,050 Closed
PG
3638
Prostatis Group
Maryland
– -$116K -27,201 Closed
QC
3639
Quadrature Capital
United Kingdom
– -$8.93M -26,188 Closed
Twin Tree Management
3640
Twin Tree Management
Texas
– -$7.78M -22,826 Closed
MSE
3641
MUFG Securities EMEA
United Kingdom
– -$11.4B -22,000 Closed
VIA
3642
Vident Investment Advisory
Georgia
– -$6.65M -19,505 Closed
WP
3643
Wedgewood Partners
Missouri
– -$6.58M -19,300 Closed
FBCM
3644
Fort Baker Capital Management
California
– -$5.63M -16,500 Closed
AFA
3645
AllGen Financial Advisors
Florida
– -$5.43M -15,930 Closed
FNC
3646
First National Corp
Massachusetts
– -$5.32M -15,616 Closed
TI
3647
Trexquant Investment
Connecticut
– -$4.51M -13,230 Closed
NWM
3648
NEIRG Wealth Management
Massachusetts
– -$3.53M -10,364 Closed
CC
3649
Cipher Capital
New York
– -$3.42M -10,036 Closed
HGCK
3650
HPC Germany & Co KG
Germany
– -$3.4M -9,963 Closed
144 145
146
147 148