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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,890 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 1,523 increasing their positions, 1,392 reducing their positions, and 84 closing their positions.

Holders
3,890
Holders Change
+267
Holders Change %
+7.37%
% of All Funds
57.04%
Holding in Top 10
652
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-6.46%
% of All Funds
9.56%
New
411
Increased
1,523
Reduced
1,392
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.7B
2
State Street
2
State Street
Massachusetts
$24.7B
3
Deutsche Bank
3
Deutsche Bank
Germany
$971M
4
BlackRock
4
BlackRock
New York
$37.5B
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$462M

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$7.1B
2
Ameriprise
2
Ameriprise
Minnesota
$693M
3
Capital World Investors
3
Capital World Investors
California
$0
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$56.1M
5
ATN
5
AMF Tjänstepension
Sweden
$34.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PR
3901
Payden & Rygel
California
– – -16,600 Closed
Capstone Investment Advisors
3902
Capstone Investment Advisors
New York
– – -16,200 Closed
JFG
3903
Jefferies Financial Group
New York
– – -15,785 Closed
LC
3904
Lavaca Capital
Texas
– – -15,605 Closed
EW
3905
Evoke Wealth
California
– – -15,467 Closed
KP
3906
Kiltearn Partners
United Kingdom
– – -14,743 Closed
AAM
3907
Alphadyne Asset Management
New York
– – -13,565 Closed
GCM
3908
Genus Capital Management
British Columbia, Canada
– – -12,312 Closed
TCM
3909
Teza Capital Management
Illinois
– – -10,078 Closed
PC
3910
Permanens Capital
New York
– – -8,870 Closed
Tudor Investment Corp
3911
Tudor Investment Corp
Connecticut
– – -8,219 Closed
GKFF
3912
George Kaiser Family Foundation
Oklahoma
– – -6,597 Closed
CHP
3913
Cable Hill Partners
Oregon
– – -6,576 Closed
LNWTC
3914
Laird Norton Wetherby Trust Company
Washington
– – -6,013 Closed
OQS
3915
Occudo Quantitative Strategies
Florida
– – -4,750 Closed
FMN
3916
Financial Management Network
California
– – -4,345 Closed
NFSG
3917
Newbridge Financial Services Group
Florida
– – -3,892 Closed
RA
3918
Rational Advisors
New York
– – -3,838 Closed
WWM
3919
WT Wealth Management
Arizona
– – -3,693 Closed
BIA
3920
Biondo Investment Advisors
Pennsylvania
– – -3,571 Closed
RHP
3921
Royal Harbor Partners
Texas
– – -3,441 Closed
DCM
3922
Dupont Capital Management
Delaware
– – -3,327 Closed
CA
3923
Corrado Advisors
New Jersey
– – -3,209 Closed
YIH
3924
Y-Intercept (HK)
Hong Kong
– – -3,030 Closed
WMC
3925
Westwood Management Corporation
Illinois
– – -2,650 Closed
155 156
157
158 159