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 %
LKIM
576
Lawson Kroeker Investment Management
Nebraska
$25.9M -$94.6K -270 -0.4%
RDWM
577
Red Door Wealth Management
Tennessee
$25.9M -$1.15M -3,288 -4%
WBG
578
Wharton Business Group
Pennsylvania
$25.7M +$971K +2,773 +4%
CCB
579
Country Club Bank
Missouri
$25.7M -$231K -647 -0.9%
TSW
580
Thompson Siegel & Walmsley
Virginia
$25.7M -$37.1K -106 -0.1%
SI
581
Stephens Inc
Arkansas
$25.7M -$5.13M -14,633 -17%
ADEF
582
Adams Diversified Equity Fund
Maryland
$25.4M – – –
TC
583
TwinBeech Capital
New York
$25.2M +$25.2M +72,005 New
FCBT
584
First Citizens Bank & Trust
North Carolina
$25.1M -$1.54M -4,395 -6%
Man Group
585
Man Group
United Kingdom
$25M -$20.6M -60,423 Closed
SIM
586
Sprucegrove Investment Management
Ontario, Canada
$24.9M -$2.08M -5,951 -8%
PAS
587
Professional Advisory Services
Florida
$24.9M -$2.03M -5,787 -8%
IAA
588
Independent Advisor Alliance
North Carolina
$24.7M -$3.39M -9,677 -12%
SC
589
Steginsky Capital
New York
$24.7M -$782K -2,233 -3%
RC
590
RBO & Co
California
$24.7M – – –
SS
591
Simplicity Solutions
Minnesota
$24.6M -$1.64M -4,688 -6%
MCM
592
Mill Capital Management
North Carolina
$24.5M +$344K +982 +1%
APF
593
Alaska Permanent Fund
Alaska
$24.4M +$1.93M +5,517 +9%
KCM
594
Kanawha Capital Management
Virginia
$24.4M -$29.1K -83 -0.1%
LI
595
LMCG Investments
Massachusetts
$24.3M -$368K -1,050 -1%
IMRF
596
Illinois Municipal Retirement Fund
Illinois
$24.3M +$7.84M +22,390 +48%
SC
597
Sierra Capital
Florida
$24.2M – – –
MA
598
Menlo Advisors
California
$24.2M -$2.8M -8,006 -10%
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$24.1M +$184K +526 +0.8%
CGF
600
Constant Guidance Financial
Massachusetts
$24.1M +$24.1M +69,413 New
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24
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