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 %
BPWM
401
Badgley Phelps Wealth Managers
Washington
$48.8M +$2.31M +6,603 +5%
NPF
402
Norris Perne & French
Michigan
$48.8M -$666K -1,900 -1%
Arrowstreet Capital
403
Arrowstreet Capital
Massachusetts
$48.5M +$47.2M +134,607 +3,513%
Two Sigma Investments
404
Two Sigma Investments
New York
$48.1M -$78.8M -224,850 -62%
SWM
405
Segment Wealth Management
Texas
$48M +$658K +1,878 +1%
Wealthfront Advisers
406
Wealthfront Advisers
California
$48M +$1.35M +3,842 +3%
EOJOAM
407
E. Ohman J:or Asset Management
Sweden
$47.9M +$3.78M +10,778 +9%
AAS
408
Avantax Advisory Services
Texas
$47.8M -$219K -625 -0.5%
BB
409
Busey Bank
Illinois
$46.9M -$679K -1,938 -1%
WF
410
Welch & Forbes
Massachusetts
$46.8M -$929K -2,653 -2%
MWM
411
Meridian Wealth Management
Kentucky
$46.2M +$25.2M +71,966 +120%
HWA
412
Heritage Wealth Advisors
Virginia
$45.9M +$573K +1,637 +1%
SAM
413
Securian Asset Management
Minnesota
$45.8M -$5.12M -14,614 -10%
LI
414
Lafayette Investments
Maryland
$45.4M -$196K -559 -0.4%
MGIA
415
Moneta Group Investment Advisors
Missouri
$45.2M -$566K -1,617 -1%
RG
416
Retirement Group
California
$44.8M +$846K +2,414 +2%
FT
417
Fiduciary Trust
Massachusetts
$44.8M -$58.5K -167 -0.1%
SFM
418
Stack Financial Management
Montana
$44.7M +$31.5K +90 +0.1%
DJSG
419
D.J. St. Germain
Massachusetts
$44M -$1.15M -3,276 -3%
CA
420
CapWealth Advisors
Tennessee
$43.7M +$127K +362 +0.3%
HIMCH
421
Hartford Investment Management Co (HIMCO)
Connecticut
$43.5M -$279K -796 -0.6%
Daiwa Securities Group
422
Daiwa Securities Group
Japan
$43.2M +$3.28M +9,374 +8%
ECM
423
Elgethun Capital Management
South Dakota
$43M +$531K +1,522 +1%
BAMF
424
BI Asset Management Fondsmaeglerselskab
Denmark
$42.8M +$29.8M +85,096 +229%
N
425
Natixis
France
$42.6M +$27.8M +79,412 +188%
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