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 %
CAM
476
Close Asset Management
United Kingdom
$36.1M +$1.51M +4,325 +4%
FRM
477
Foundation Resource Management
Arkansas
$36.1M -$162K -463 -0.4%
SC
478
SouthState Corp
Florida
$36M +$15.4K +44 +0%
TPCM
479
Templeton & Phillips Capital Management
Tennessee
$36M – – –
GD
480
Grandfield & Dodd
New York
$36M -$587K -1,675 -2%
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$35.9M -$472K -1,346 -1%
HWM
482
HB Wealth Management
Georgia
$35.7M +$942K +2,689 +3%
PTC
483
Philadelphia Trust Company
Pennsylvania
$35.7M -$2.19M -6,263 -6%
WTC
484
WhitTier Trust Company
Nevada
$35.6M +$22.1K +63 +0.1%
Federated Hermes
485
Federated Hermes
Pennsylvania
$35.4M +$3.62M +10,324 +11%
BMSSC
486
B. Metzler seel. Sohn & Co
Germany
$35.4M +$3.21M +9,167 +10%
UH
487
Unigestion Holding
Switzerland
$34.9M -$5.85M -16,709 -14%
EH
488
Equitable Holdings
New York
$34.8M +$391K +1,117 +1%
GJCM
489
Grand Jean Capital Management
California
$34.7M -$5.04K -14 -0%
BCI
490
Brinker Capital Investments
Pennsylvania
$34.6M -$706K -2,014 -2%
OPS
491
Orion Portfolio Solutions
Nebraska
$34.6M -$706K -2,014 -2%
VPIM
492
Vanguard Personalized Indexing Management
California
$34.5M +$3.44M +9,825 +11%
JWA
493
JFS Wealth Advisors
Pennsylvania
$34.5M +$300K +856 +0.9%
LC
494
Lincoln Capital
Nebraska
$34.5M -$206K -588 -0.6%
MWM
495
Modera Wealth Management
New Jersey
$34.2M -$394K -1,124 -1%
WWM
496
Western Wealth Management
Colorado
$34.1M +$1.34M +3,834 +4%
ACG
497
Allen Capital Group
Nebraska
$33.9M +$326K +936 +1%
PP
498
Prospector Partners
Connecticut
$33.7M +$45.5K +130 +0.1%
MGIA
499
Matthew Goff Investment Advisor
Texas
$33.5M -$98.7K -282 -0.3%
RT
500
Rockland Trust
Massachusetts
$33.5M +$1.39M +3,981 +4%
18 19
20
21 22