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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 %
HIC
426
Harvey Investment Company
Kentucky
$40.4M +$968K +2,838 +2%
IC
427
IEQ Capital
California
$40.2M +$1.19M +3,499 +3%
VFA
428
Valeo Financial Advisors
Indiana
$40M -$24.8K -170 -0.1%
BCIM
429
British Columbia Investment Management
British Columbia, Canada
$40M +$344K +1,008 +0.9%
NFGCM
430
Norman Fields Gottscho Capital Management
New York
$39.9M -$127K -371 -0.3%
LSV Asset Management
431
LSV Asset Management
Illinois
$39.6M -$6.17M -18,090 -13%
TCOV
432
Trust Company of Vermont
Vermont
$39.5M +$378K +1,108 +1%
SC
433
Saybrook Capital
North Carolina
$39.3M +$788K +2,310 +2%
ACM
434
Academy Capital Management
Texas
$39.3M -$230K -674 -0.6%
AMAL
435
Asset Management Advisors LLC
Oklahoma
$39.3M -$391K -1,146 -1%
UH
436
Unigestion Holding
Switzerland
$39.2M -$1.98M -5,889 -5%
CBCM
437
Cook & Bynum Capital Management
Alabama
$39.2M – – –
Daiwa Securities Group
438
Daiwa Securities Group
Japan
$38.8M +$963K +2,825 +3%
ICP
439
Ironvine Capital Partners
Nebraska
$38.6M -$333K -976 -0.9%
SSWM
440
Smith Salley Wealth Management
North Carolina
$38.5M +$511K +1,499 +1%
AT
441
Avalon Trust
New Mexico
$38.5M -$251K -735 -0.6%
GLLW
442
Graves Light Lenhart Wealth
Virginia
$38.4M -$78.8K -231 -0.2%
MLL
443
Moody Lynn & Lieberson
Massachusetts
$37.9M +$3.3M +9,679 +10%
Pacer Advisors
444
Pacer Advisors
Pennsylvania
$37.9M -$448K -1,315 -1%
MCM
445
MAI Capital Management
Ohio
$37.8M +$2.5M +7,342 +7%
EWA
446
Exencial Wealth Advisors
Oklahoma
$37.6M +$461K +1,353 +1%
Acadian Asset Management
447
Acadian Asset Management
Massachusetts
$37.6M -$13.8M -40,504 -27%
LSERS
448
Louisiana State Employees Retirement System
Louisiana
$37.6M -$2.32M -6,800 -6%
DILIC
449
Dai-ichi Life Insurance Company
Japan
$37.5M -$3.47M -10,177 -8%
CWM
450
Chemistry Wealth Management
New York
$37.5M +$1.66M +4,875 +5%
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