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
+$523M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$464M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$449M
4
BlackRock
BlackRock
New York
+$383M
5
GBWM
Granite Bay Wealth Management
New Hampshire
+$382M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
-$11.4B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$915M
3
Deutsche Bank
Deutsche Bank
Germany
-$627M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$428M
5
State Street
State Street
Massachusetts
-$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNB
426
Thomasville National Bank
Georgia
$42.5M +$291K +830 +0.7%
IC
427
IEQ Capital
California
$42.4M +$1.11M +3,163 +3%
BBVA
428
Banco Bilbao Vizcaya Argentaria
Spain
$42.4M -$5.09M -14,622 -11%
AWM
429
Avior Wealth Management
Nebraska
$42.3M -$970K -2,770 -2%
SYBT
430
Stock Yards Bank & Trust
Kentucky
$42M -$155K -443 -0.4%
DC
431
Defender Capital
North Carolina
$41.7M -$3.74M -10,673 -8%
SDWIA
432
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$41.7M -$48.3K -138 -0.1%
GIBU
433
Gulf International Bank (UK)
United Kingdom
$41.7M -$4.22M -12,057 -9%
TCOV
434
Trust Company of Vermont
Vermont
$41.6M +$1.09M +3,117 +3%
AIS
435
AM Investment Strategies
Tennessee
$41.5M -$897K -2,560 -2%
BCIM
436
British Columbia Investment Management
British Columbia, Canada
$41.3M +$168K +479 +0.4%
MCM
437
MAI Capital Management
Ohio
$41.2M +$2.42M +6,896 +6%
VFA
438
Valeo Financial Advisors
Indiana
$41.2M +$1.5M +10,410 +4%
WorldQuant Millennium Advisors
439
WorldQuant Millennium Advisors
New York
$41M +$8.41M +24,002 +26%
SSWM
440
Smith Salley Wealth Management
North Carolina
$40.9M +$1.29M +3,679 +3%
HIC
441
Harvey Investment Company
Kentucky
$40.7M -$752K -2,147 -2%
Pacer Advisors
442
Pacer Advisors
Pennsylvania
$40.6M +$1.71M +4,871 +4%
CBCM
443
Cook & Bynum Capital Management
Alabama
$40.3M – – –
SPIA
444
Steward Partners Investment Advisory
New York
$40.2M +$1.98M +5,642 +5%
Macquarie Group
445
Macquarie Group
Australia
$40.2M +$26.3M +176,205 +190%
ACM
446
Academy Capital Management
Texas
$40.1M -$203K -579 -0.5%
AMAL
447
Asset Management Advisors LLC
Oklahoma
$40.1M -$201K -574 -0.5%
IIM
448
INTECH Investment Management
Florida
$39.8M -$8.76M -25,019 -18%
ICP
449
Ironvine Capital Partners
Nebraska
$39.8M +$148K +422 +0.4%
PWP
450
Perfromance Wealth Partners
Illinois
$39.8M +$2.12M +6,038 +6%
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