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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 %
DS
3676
DRW Securities
Illinois
– -$409K -1,200 Closed
XT
3677
XTX Topco
Cayman Islands
– -$390K -1,143 Closed
FPIS
3678
Financial Planning & Information Services
Wisconsin
– -$372K -1,091 Closed
CFC
3679
Coyle Financial Counsel
Illinois
– -$344K -1,009 Closed
BBP
3680
Banco BTG Pactual
Brazil
– -$331K -972 Closed
KFA
3681
Krane Funds Advisors
New York
– -$301K -884 Closed
HVM
3682
Harvest Volatility Management
Connecticut
– -$296K -868 Closed
NA
3683
Navellier & Associates
Nevada
– -$295K -866 Closed
PCM
3684
Prelude Capital Management
New York
– -$287K -841 Closed
SWM
3685
Selective Wealth Management
Virginia
– -$282K -826 Closed
MA
3686
Mosaic Advisors
Texas
– -$273K -802 Closed
AC
3687
AXQ Capital
New Jersey
– -$273K -800 Closed
FA
3688
Financial Advantage
Maryland
– -$256K -750 Closed
CW
3689
Cook Wealth
North Carolina
– -$261K -748 Closed
MFG
3690
Menard Financial Group
Texas
– -$248K -728 Closed
SHFP
3691
Second Half Financial Partners
Florida
– -$240K -705 Closed
RA
3692
Rodgers & Associates
Pennsylvania
– -$228K -670 Closed
IFPG
3693
Intrepid Financial Planning Group
Indiana
– -$228K -670 Closed
FF
3694
Fluent Financial
Texas
– -$217K -636 Closed
AWP
3695
Ascent Wealth Partners
New York
– -$216K -632 Closed
KM
3696
Kalos Management
Georgia
– -$201K -590 Closed
TLP
3697
Tri Locum Partners
New York
– -$201K -588 Closed
MFP
3698
Meridian Financial Partners
Virginia
– -$203K -587 Closed
DI
3699
Disciplined Investments
Oklahoma
– -$184K -541 Closed
ARS
3700
Adirondack Retirement Specialists
New York
– -$96.5K -283 Closed
145 146 147
148
149