BRK.B icon

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
+$1.86B
2
Swiss National Bank
Swiss National Bank
Switzerland
+$1.6B
3
Barclays
Barclays
United Kingdom
+$778M
4
Norges Bank
Norges Bank
Norway
+$487M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$287M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$584M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$583M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$550M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$448M
5
Harris Associates
Harris Associates
Illinois
-$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
476
Millennium Management
New York
$34.5M -$39.7M -116,552 -54%
BCI
477
Brinker Capital Investments
Pennsylvania
$34.4M +$452K +1,325 +1%
OPS
478
Orion Portfolio Solutions
Nebraska
$34.4M +$452K +1,325 +1%
HWM
479
HB Wealth Management
Georgia
$33.9M +$2.06M +6,047 +6%
LC
480
Lincoln Capital
Nebraska
$33.7M -$35.5K -104 -0.1%
CAM
481
Close Asset Management
United Kingdom
$33.7M +$1.52M +4,452 +5%
MWM
482
Modera Wealth Management
New Jersey
$33.7M +$8.16M +23,917 +32%
EH
483
Equitable Holdings
New York
$33.5M +$2.04M +5,975 +6%
JWA
484
JFS Wealth Advisors
Pennsylvania
$33.3M -$198K -580 -0.6%
ACG
485
Allen Capital Group
Nebraska
$32.9M +$1.41M +4,132 +4%
GJCM
486
Grand Jean Capital Management
California
$32.8M -$89.3K -262 -0.3%
PP
487
Prospector Partners
Connecticut
$32.8M -$6.11M -17,930 -16%
MGIA
488
Matthew Goff Investment Advisor
Texas
$32.7M +$378K +1,108 +1%
EIM
489
Ervin Investment Management
Washington
$32.6M -$919K -2,694 -3%
HCM
490
Hutchinson Capital Management
California
$32.4M -$1.23M -3,600 -4%
WCA
491
Waratah Capital Advisors
Ontario, Canada
$32.3M -$4M -11,721 -11%
Two Sigma Advisers
492
Two Sigma Advisers
New York
$32.3M +$32.3M +94,700 New
NIMI
493
Natixis Investment Managers International
France
$32.1M +$7.24M +21,220 +29%
TNA
494
True North Advisors
Texas
$31.9M -$91K -267 -0.3%
WWM
495
Western Wealth Management
Colorado
$31.9M +$11.9M +35,038 +60%
WorldQuant Millennium Advisors
496
WorldQuant Millennium Advisors
New York
$31.7M -$13.8M -40,506 -30%
Macquarie Group
497
Macquarie Group
Australia
$31.6M -$8.09M -23,735 -20%
BMSSC
498
B. Metzler seel. Sohn & Co
Germany
$31.3M +$478K +1,403 +2%
RT
499
Rockland Trust
Massachusetts
$31.3M -$19.1K -56 -0.1%
LF
500
Lee Financial
Texas
$31.1M -$1.55M -4,555 -5%
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