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
$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 %
SC
3651
Searle & Co
Connecticut
– -$3.28M -9,326 Closed
BHB
3652
Bank Hapoalim BM
Israel
– -$3.03M -8,890 Closed
MCA
3653
Magnolia Capital Advisors
Mississippi
– -$2.16M -6,348 Closed
RIA
3654
Retirement Investment Advisors
Oklahoma
– -$1.95M -5,718 Closed
CWM
3655
Cordatus Wealth Management
Pennsylvania
– -$1.94M -5,680 Closed
TA
3656
TFB Advisors
Kansas
– -$1.77M -5,191 Closed
APM
3657
Advanced Portfolio Management
New York
– -$1.69M -4,945 Closed
VCM
3658
Vision Capital Management
Oregon
– -$1.49M -4,373 Closed
PA
3659
Prossimo Advisors
California
– -$1.44M -4,221 Closed
BC
3660
Brookfield Corp
Ontario, Canada
– -$1.35M -3,965 Closed
IFU
3661
iSAM Funds (UK)
United Kingdom
– -$1.27M -3,724 Closed
E
3662
Ergoteles
New York
– -$1.23M -3,615 Closed
SIA
3663
SkyView Investment Advisors
New Jersey
– -$1.22M -3,581 Closed
MFS
3664
Mirabella Financial Services
United Kingdom
– -$1.06M -3,094 Closed
DC
3665
Diametric Capital
Massachusetts
– -$906K -2,656 Closed
SSG
3666
Summit Securities Group
New York
– -$795K -2,331 Closed
QFA
3667
Quattro Financial Advisors
Texas
– -$685K -2,010 Closed
GLAM
3668
Gardner Lewis Asset Management
Pennsylvania
– -$672K -1,970 Closed
PBF
3669
Petix & Botte Financial
California
– -$627K -1,840 Closed
AG
3670
Algert Global
California
– -$617K -1,809 Closed
TWP
3671
Tempus Wealth Planning
California
– -$607K -1,781 Closed
1IA
3672
1620 Investment Advisors
Massachusetts
– -$562K -1,648 Closed
MC
3673
Matisse Capital
Oregon
– -$559K -1,640 Closed
CRI
3674
Colonial River Investments
Virginia
– -$531K -1,557 Closed
HIS
3675
Harvest Investment Services
Illinois
– -$474K -1,389 Closed
145 146
147
148 149