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 %
NFG
501
Nations Financial Group
Iowa
$33.5M +$6.16M +17,577 +23%
WP
502
WealthPLAN Partners
Nebraska
$33.5M +$5.15M +14,695 +18%
AT
503
Avalon Trust
New Mexico
$33.5M -$6.06M -17,308 -15%
FSCM
504
Front Street Capital Management
Montana
$33.4M +$10.1M +29,417 +43%
WCA
505
Waratah Capital Advisors
Ontario, Canada
$33.2M – – –
EIM
506
Ervin Investment Management
Washington
$33.2M -$338K -965 -1%
NMERB
507
New Mexico Educational Retirement Board
New Mexico
$33.2M +$2.49M +7,100 +8%
NIMI
508
Natixis Investment Managers International
France
$33.1M +$110K +315 +0.3%
TNA
509
True North Advisors
Texas
$32.8M -$23.8K -68 -0.1%
HCM
510
Hutchinson Capital Management
California
$32.8M -$512K -1,463 -2%
FNBOO
511
First National Bank of Omaha
Nebraska
$32.7M +$1.95M +5,556 +6%
GI
512
GAMCO Investors
Connecticut
$32.5M -$4.45M -12,691 -12%
Cetera Investment Advisers
513
Cetera Investment Advisers
Illinois
$32.3M +$1.68M +4,803 +6%
LF
514
Lee Financial
Texas
$32.2M +$322K +918 +1%
EBSAM
515
Eubel Brady & Suttman Asset Management
Ohio
$31.9M -$5.64M -16,110 -15%
GPCM
516
Greenbrier Partners Capital Management
Texas
$31.7M – – –
CA
517
Cornerstone Advisors
North Carolina
$31.7M -$21.4M -61,100 -40%
GCM
518
GoodHaven Capital Management
New Jersey
$31.7M – – –
SAM
519
Silvercrest Asset Management
New York
$31.7M -$106K -302 -0.3%
RFC
520
Regions Financial Corp
Alabama
$31.5M +$806K +2,302 +3%
AFA
521
American Financial Advisors
Georgia
$31.5M +$31.5M +89,833 New
BIP
522
Brandes Investment Partners
California
$31.4M +$3.52M +10,039 +13%
ABC
523
Associated Banc-Corp
Wisconsin
$31.3M +$852K +2,433 +3%
CLOS
524
Compagnie Lombard Odier SCmA
Switzerland
$31.2M +$31.2M +89,015 New
SAM
525
SP Asset Management
California
$31.1M -$63.8K -182 -0.2%
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