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 %
DP
376
DDD Partners
Washington
$52.8M -$867K -2,508 -2%
C
377
Consulta
United Kingdom
$52.5M -$52.5M -150,000 -50%
GIA
378
Guyasuta Investment Advisors
Pennsylvania
$52.5M +$175K +500 +0.3%
ACI
379
Alpha Cubed Investments
California
$51.7M +$5.6M +15,986 +12%
FCMC
380
Founders Capital Management (Connecticut)
Connecticut
$51.3M -$617K -1,760 -1%
CTC
381
Central Trust Company
Missouri
$51.2M -$161K -459 -0.3%
Lido Advisors
382
Lido Advisors
California
$50.9M +$916K +2,616 +2%
BAM
383
Burgundy Asset Management
Ontario, Canada
$50.8M -$3.11M -8,890 -6%
NAM
384
Nissay Asset Management
Japan
$50.7M +$1.72M +4,904 +4%
LWCA
385
Locust Wood Capital Advisers
New York
$50.6M +$8.45M +24,128 +20%
Luther King Capital Management (LKCM)
386
Luther King Capital Management (LKCM)
Texas
$50.6M -$453K -1,294 -0.9%
KRS
387
Kentucky Retirement Systems
Kentucky
$50.6M +$335K +956 +0.7%
AWS
388
Atria Wealth Solutions
New York
$50.5M +$1.22M +3,469 +2%
GT
389
Greenleaf Trust
Michigan
$50.5M +$134K +382 +0.3%
NIM
390
Northeast Investment Management
Massachusetts
$50.4M -$170K -485 -0.3%
CCB
391
Cutter & Co Brokerage
Missouri
$50.2M -$85.8K -245 -0.2%
MJRIC
392
Mogy Joel R Investment Counsel
California
$50M -$79.5K -227 -0.2%
SDIC
393
South Dakota Investment Council
South Dakota
$49.9M -$6.85M -19,553 -12%
KPWS
394
Kestra Private Wealth Services
Texas
$49.7M +$3.87M +11,044 +8%
LAM
395
Lountzis Asset Management
Pennsylvania
$49.4M -$3.15K -9 -0%
OPERF
396
Oregon Public Employees Retirement Fund
Oregon
$49.4M +$785K +2,240 +2%
MSRPS
397
Maryland State Retirement & Pension System
Maryland
$49.4M +$298K +851 +0.6%
SMDAM
398
Sumitomo Mitsui DS Asset Management
Japan
$49.3M +$2.32M +6,633 +5%
AZ
399
Aquamarine Zurich
Switzerland
$49.3M – – –
PCM
400
Parsons Capital Management
Rhode Island
$48.8M -$26.3K -75 -0.1%
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