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 %
NFGCM
451
Norman Fields Gottscho Capital Management
New York
$39.7M -$1.26M -3,604 -3%
LSERS
452
Louisiana State Employees Retirement System
Louisiana
$39.6M +$946K +2,700 +2%
Bank Julius Baer & Co
453
Bank Julius Baer & Co
Switzerland
$39.5M +$1.53M +4,366 +4%
SC
454
Saybrook Capital
North Carolina
$39.5M -$894K -2,552 -2%
CA
455
Clearstead Advisors
Ohio
$39.3M +$21M +59,854 +115%
MLL
456
Moody Lynn & Lieberson
Massachusetts
$38.9M -$14.4K -41 -0%
NCM
457
New Capital Management
Texas
$38.9M +$38.9M +111,060 New
WI
458
Wintrust Investments
Illinois
$38.8M +$1.29M +3,677 +3%
PA
459
Pinnacle Associates
New York
$38.6M +$282K +806 +0.7%
DILIC
460
Dai-ichi Life Insurance Company
Japan
$38.5M – – –
CWM
461
Chemistry Wealth Management
New York
$38.5M -$16.1K -46 -0%
EMPI
462
Elo Mutual Pension Insurance
Finland
$38M +$573K +1,637 +2%
EWA
463
Exencial Wealth Advisors
Oklahoma
$37.9M -$729K -2,080 -2%
GLLW
464
Graves Light Lenhart Wealth
Virginia
$37.9M -$1.1M -3,187 -3%
NC
465
Nitorum Capital
New York
$37.9M – – –
BSW
466
Buckingham Strategic Wealth
Missouri
$37.8M +$519K +1,482 +1%
FBB
467
Fulton Breakefield Broenniman
Maryland
$37.8M +$246K +702 +0.7%
LSV Asset Management
468
LSV Asset Management
Illinois
$37.8M -$2.94M -8,400 -7%
CANC
469
Culbertson A N & Co
Virginia
$37.5M +$25.6K +73 +0.1%
CS
470
Cannell & Spears
New York
$37.5M -$921K -2,628 -2%
PCIA
471
Prime Capital Investment Advisors
Kansas
$36.8M +$6.39M +18,235 +21%
CIA
472
Citadel Investment Advisory
Ohio
$36.8M – – –
PIC
473
Portland Investment Counsel
Ontario, Canada
$36.5M – – –
AA
474
Ancora Advisors
Ohio
$36.4M +$8.41K +24 +0%
SWA
475
SFMG Wealth Advisors
Texas
$36.3M -$242K -691 -0.7%
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