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Berkshire Hathaway Class B
BRK.B

3,914 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 414 funds opening new positions, 1,530 increasing their positions, 1,401 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more first-time investments, than exits

New positions opened: 414 | Existing positions closed: 84

57% more call options, than puts

Call options by funds: $6.58B | Put options by funds: $4.2B

7% more funds holding

Funds holding: 3,644 → 3,914 (+270)

5% more capital invested

Capital invested by funds: $297B → $312B (+$15.6B)

2.16% more ownership

Funds ownership: 64.85% → 67.01% (+2.2%)

9% more repeat investments, than reductions

Existing positions increased: 1,530 | Existing positions reduced: 1,401

6% less funds holding in top 10

Funds holding in top 10: 703 → 659 (-44)

Holders
3,914
Holders Change
+270
Holders Change %
+7.41%
% of All Funds
57.06%
Holding in Top 10
659
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-6.26%
% of All Funds
9.61%
New
414
Increased
1,530
Reduced
1,401
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.45B
2
State Street
State Street
Massachusetts
+$783M
3
Deutsche Bank
Deutsche Bank
Germany
+$434M
4
BlackRock
BlackRock
New York
+$434M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$353M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$917M
2
Ameriprise
Ameriprise
Minnesota
-$432M
3
Capital World Investors
Capital World Investors
California
-$369M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$282M
5
AT
AMF Tjänstepension
Sweden
-$234M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$1.46B -$27.4M -78,200 -2%
Invesco
27
Invesco
Georgia
$1.46B +$97.5M +277,918 +7%
AllianceBernstein
28
AllianceBernstein
Tennessee
$1.4B -$32.1M -91,384 -2%
UBS Group
29
UBS Group
Switzerland
$1.31B +$34.5M +98,433 +3%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$1.18B -$212M -603,198 -15%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$1.16B -$5.61M -15,985 -0.5%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$1.12B -$22.1M -63,029 -2%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$1.1B +$180M +512,626 +20%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$1.08B +$118M +336,119 +12%
Artisan Partners
35
Artisan Partners
Wisconsin
$1B +$7.88M +22,457 +0.8%
Deutsche Bank
36
Deutsche Bank
Germany
$971M +$434M +1,236,843 +83%
Boston Partners
37
Boston Partners
Massachusetts
$970M -$63.9M -182,169 -6%
Creative Planning
38
Creative Planning
Kansas
$951M +$11.6M +33,170 +1%
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$941M -$133M -379,842 -13%
HighTower Advisors
40
HighTower Advisors
Illinois
$922M -$9.79M -27,897 -1%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$883M -$73.1M -208,169 -8%
RJA
42
Raymond James & Associates
Florida
$871M +$877K +2,498 +0.1%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$839M +$9.39M +26,749 +1%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$825M -$40M -114,037 -5%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$787M +$3.64M +10,370 +0.5%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$784M +$64.3M +183,205 +9%
Principal Financial Group
47
Principal Financial Group
Iowa
$781M -$9.5M -27,060 -1%
Amundi
48
Amundi
France
$773M -$134M -382,300 -15%
Prudential Financial
49
Prudential Financial
New Jersey
$761M -$87.6M -249,692 -10%
Corient Private Wealth
50
Corient Private Wealth
Florida
$723M +$63.9M +182,039 +10%
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BRK.B Hedge Fund Activity: Q4 2023 in Review

3,914 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2023, worth a combined $312B — up 5.3% from $297B a quarter earlier.

Buyers outnumbered sellers: 414 funds opened new BRK.B positions and 84 closed out — a net gain of 330 holders — while 1,530 added to existing stakes and 1,401 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.45B. The largest seller was Gates Foundation Trust, cutting an estimated $917M.

  • 3,914 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2023, up from 3,644 in Q3 2023.
  • Funds reported $312B of Berkshire Hathaway Class B stock for Q4 2023, up 5.3% quarter-over-quarter.
  • 414 funds opened new Berkshire Hathaway Class B positions in Q4 2023 and 84 closed out, a net change of +330 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2023 was Morgan Stanley, an estimated $8.45B added.
  • The largest Berkshire Hathaway Class B seller in Q4 2023 was Gates Foundation Trust, an estimated $917M sold.

Based on aggregated 13F filings for Q4 2023.