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 %
Envestnet Portfolio Solutions
526
Envestnet Portfolio Solutions
Illinois
$31M +$31M +88,620 New
ST
527
Spinnaker Trust
Maine
$31M +$645K +1,840 +2%
TRCT
528
Tower Research Capital (TRC)
New York
$30.9M +$23.2M +66,106 +299%
JIC
529
Johnson Investment Counsel
Ohio
$30.8M +$1.33M +3,784 +4%
BF
530
BOK Financial
Oklahoma
$30.8M -$212K -621 -0.7%
AI
531
Atria Investments
North Carolina
$30.3M +$2.05M +5,855 +7%
BTW
532
Boston Trust Walden
Massachusetts
$30.2M -$107K -306 -0.4%
WIM
533
Waverton Investment Management
United Kingdom
$30M +$13K +37 +0%
TCA
534
Teewinot Capital Advisers
New York
$30M +$7.94M +22,658 +36%
PWP
535
Private Wealth Partners
California
$30M -$592K -1,690 -2%
CCA
536
Cobblestone Capital Advisors
New York
$29.9M +$101K +288 +0.3%
AF
537
Allworth Financial
California
$29.6M +$709K +2,025 +2%
ACM
538
Aquatic Capital Management
Illinois
$29.1M +$29.1M +83,000 New
GAM
539
Gotham Asset Management
New York
$29M -$129K -369 -0.4%
API
540
Advisor Partners II
California
$28.9M +$2.47M +7,037 +9%
RC
541
Reik & Co
New York
$28.8M -$52.2K -149 -0.2%
YL
542
YCG LLC
Texas
$28.7M – – –
TYCC
543
Texas Yale Capital Corp
Florida
$28.5M -$317K -904 -1%
EDRH
544
Edmond de Rothschild Holding
Switzerland
$28.5M +$834K +2,380 +3%
CC
545
Cadinha & Co
Hawaii
$28.5M +$533K +1,521 +2%
WPIC
546
White Pine Investment Company
Michigan
$28.3M -$447K -1,277 -2%
Harris Associates
547
Harris Associates
Illinois
$27.9M -$123M -352,291 -82%
CGH
548
Crossmark Global Holdings
Texas
$27.9M -$41.1K -118 -0.1%
WIC
549
Whitegate Investment Counselors
New Hampshire
$27.9M -$2.1K -6 -0%
LNC
550
Lincoln National Corp
Pennsylvania
$27.8M +$654K +1,868 +2%
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