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 %
NPA
551
Nichols & Pratt Advisers
Massachusetts
$27.7M -$893K -2,548 -3%
YIA
552
YHB Investment Advisors
Connecticut
$27.6M -$92.1K -263 -0.3%
BFS
553
Baskin Financial Services
Ontario, Canada
$27.6M -$162K -463 -0.6%
AMCA
554
Arthur M. Cohen & Associates
Illinois
$27.5M -$700 -2 -0%
BSA
555
Braun Stacey Associates
New York
$27.4M -$173K -495 -0.6%
AssetMark Inc
556
AssetMark Inc
California
$27.4M +$524K +1,495 +2%
DOA
557
D'Orazio & Associates
Virginia
$27.3M -$176K -502 -0.6%
BRWA
558
B. Riley Wealth Advisors
Florida
$27.3M -$48.2M -137,470 -64%
PWC
559
PYA Waltman Capital
Tennessee
$26.9M -$7.92M -22,605 -23%
AIM
560
Achmea Investment Management
Netherlands
$26.7M +$859K +2,453 +3%
SWA
561
Strata Wealth Advisors
Texas
$26.7M +$26.7M +76,312 New
Jones Financial Companies
562
Jones Financial Companies
Missouri
$26.7M -$1.08M -3,094 -4%
H
563
HoyleCohen
California
$26.6M +$548K +1,565 +2%
MAM
564
Magellan Asset Management
Australia
$26.6M – – –
PC
565
Pecaut & Co
Iowa
$26.6M +$1.06M +3,014 +4%
QCM
566
Quantinno Capital Management
New York
$26.5M +$5.77M +16,474 +28%
PI
567
PGGM Investments
Netherlands
$26.4M +$24.5M +69,824 +1,231%
MLICM
568
Metropolitan Life Insurance Company (MetLife)
New York
$26.4M -$792K -2,261 -3%
LOPW
569
Live Oak Private Wealth
North Carolina
$26.3M +$15.8K +45 +0.1%
HCM
570
Harspring Capital Management
New York
$26.3M -$4.9M -14,000 -16%
PA
571
Parallel Advisors
California
$26.2M +$970K +2,769 +4%
LGF
572
LGT Group Foundation
Liechtenstein
$26.2M -$537K -1,543 -2%
BFS
573
Bard Financial Services
Connecticut
$26.1M +$228K +650 +0.9%
FCH
574
Freestone Capital Holdings
Washington
$26.1M -$380K -1,084 -1%
UCB
575
United Community Bank
South Carolina
$25.9M -$165K -472 -0.6%
21 22
23
24 25