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 %
SIC
351
Salem Investment Counselors
North Carolina
$58.8M +$1.04M +2,956 +2%
PGFC
352
Peapack-Gladstone Financial Corp
New Jersey
$58.8M -$1.97M -5,634 -3%
SCI
353
S&CO Inc
Massachusetts
$58.4M -$19.3K -55 -0%
CK
354
Cohen Klingenstein
New York
$58M -$1.02M -2,915 -2%
DZ Bank
355
DZ Bank
Germany
$57.8M +$10.4M +29,736 +22%
TBC
356
Tweedy, Browne Co
Connecticut
$57.8M -$7.01M -20,022 -11%
FFA
357
First Foundation Advisors
California
$57.4M -$4.9M -13,983 -8%
MVIP
358
Mar Vista Investment Partners
California
$56.9M -$36.3M -103,614 -39%
TRSOTSOK
359
Teachers Retirement System of the State of Kentucky
Kentucky
$56.8M – – –
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$56.6M +$6.42M +18,336 +13%
HNB
361
Huntington National Bank
Ohio
$56.5M +$14.2M +40,584 +34%
IGGA
362
Iron Gate Global Advisors
Utah
$55.9M +$509K +1,427 +0.9%
HP
363
Hosking Partners
United Kingdom
$55.6M -$1.83M -5,228 -3%
MAM
364
Martingale Asset Management
Massachusetts
$55.5M +$2.02M +5,753 +4%
CA
365
Cetera Advisors
Colorado
$55.3M +$253K +723 +0.5%
CAI
366
Capital Advisors Inc
Oklahoma
$55.3M +$879K +2,508 +2%
BBI
367
Baxter Bros Inc
Connecticut
$55.2M -$1.04M -2,956 -2%
PCH
368
Polar Capital Holdings
United Kingdom
$54.9M -$6.16M -17,582 -10%
CPIG
369
Chicago Partners Investment Group
Illinois
$54.6M +$1.05M +3,110 +2%
IFS
370
Intelligent Financial Strategies
Minnesota
$54.5M +$465K +1,327 +0.9%
AC
371
Avenir Corporation
Virginia
$54.4M -$171K -488 -0.3%
PL
372
Parthenon LLC
Kentucky
$54.2M -$454K -1,295 -0.8%
NA
373
NewEdge Advisors
Louisiana
$53.6M +$5.48M +15,630 +11%
ACM
374
Ardent Capital Management
Ohio
$52.9M +$2.47M +7,065 +5%
Marshall Wace
375
Marshall Wace
United Kingdom
$52.8M +$52.1M +148,731 +7,052%
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