BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,585 hedge funds and large institutions have $298B invested in Berkshire Hathaway Class B in 2023 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 1,357 increasing their positions, 1,439 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,585
Holders Change
+53
Holders Change %
+1.5%
% of All Funds
56.54%
Holding in Top 10
644
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+2.71%
% of All Funds
10.16%
New
175
Increased
1,357
Reduced
1,439
Closed
89
Calls
$6.86B
Puts
$3.8B
Net Calls
+$3.06B
Net Calls Change
+$1.37B

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$8.57B
2
Swiss National Bank
Swiss National Bank
Switzerland
$1.6B
3
Barclays
Barclays
United Kingdom
$1.96B
4
Norges Bank
Norges Bank
Norway
$3.64B
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$871M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.28B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.02B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$339M
4
AllianceBernstein
AllianceBernstein
Tennessee
$1.46B
5
Harris Associates
Harris Associates
Illinois
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
351
Chicago Partners Investment Group
Illinois
$55.9M +$1.94M +5,525 +4%
TRSOTSOK
352
Teachers Retirement System of the State of Kentucky
Kentucky
$55.3M -$3.23M -9,467 -6%
SDIC
353
South Dakota Investment Council
South Dakota
$55.2M -$3.49M -10,223 -6%
BBI
354
Baxter Bros Inc
Connecticut
$54.7M +$263K +771 +0.5%
CA
355
Cetera Advisors
Colorado
$53.6M +$408K +1,197 +0.8%
SG Americas Securities
356
SG Americas Securities
New York
$53.6M +$52M +152,508 +3,354%
PL
357
Parthenon LLC
Kentucky
$53.2M -$47.7K -140 -0.1%
AC
358
Avenir Corporation
Virginia
$53.2M -$28.6K -84 -0.1%
DP
359
DDD Partners
Washington
$53M -$4.92M -14,436 -9%
CAI
360
Capital Advisors Inc
Oklahoma
$53M +$1.68M +4,936 +3%
IGGA
361
Iron Gate Global Advisors
Utah
$52.9M +$540K +1,584 +1%
IFS
362
Intelligent Financial Strategies
Minnesota
$52.6M +$4.38M +12,830 +9%
BAM
363
Burgundy Asset Management
Ontario, Canada
$52.5M -$7.7M -22,571 -13%
MAM
364
Martingale Asset Management
Massachusetts
$52M +$11.8M +34,666 +29%
Hudson Bay Capital Management
365
Hudson Bay Capital Management
Connecticut
$51.8M -$87M -255,000 -63%
CA
366
Cornerstone Advisors
North Carolina
$51.7M -$18.9M -55,300 -27%
GIA
367
Guyasuta Investment Advisors
Pennsylvania
$50.9M -$372K -1,090 -0.7%
LAM
368
Lountzis Asset Management
Pennsylvania
$50.6M -$1.97M -5,493 -4%
FCMC
369
Founders Capital Management (Connecticut)
Connecticut
$50.6M -$579K -1,699 -1%
CTC
370
Central Trust Company
Missouri
$50M -$950K -2,786 -2%
Luther King Capital Management (LKCM)
371
Luther King Capital Management (LKCM)
Texas
$49.7M +$650K +1,907 +1%
SAM
372
Securian Asset Management
Minnesota
$49.6M -$1.26M -3,684 -2%
Qube Research & Technologies (QRT)
373
Qube Research & Technologies (QRT)
United Kingdom
$49.5M +$49.5M +127,059 New
NIM
374
Northeast Investment Management
Massachusetts
$49.3M -$631K -1,850 -1%
ACM
375
Ardent Capital Management
Ohio
$49.1M +$625K +1,833 +1%
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