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 %
SFS
601
Solitude Financial Services
Virginia
$24.1M -$704K -2,010 -3%
AL
602
Aspiriant LLC
California
$24.1M -$60.3K -172 -0.2%
AFG
603
Albion Financial Group
Utah
$23.9M -$401K -1,145 -2%
WM
604
WS Management
Florida
$23.9M -$19.4M -55,500 -45%
OMC
605
Overbrook Management Corp
New York
$23.8M -$1.09M -3,119 -4%
BMCM
606
Bryn Mawr Capital Management
Pennsylvania
$23.8M +$727K +2,075 +3%
Wolverine Trading
607
Wolverine Trading
Illinois
$23.6M -$6.1M -17,412 -21%
BCM
608
Becker Capital Management
Oregon
$23.4M -$383K -1,094 -2%
SFS
609
Sowell Financial Services
Arkansas
$23.3M +$470K +1,342 +2%
CAMG
610
CWA Asset Management Group
Florida
$23.2M +$155K +442 +0.7%
SBWIC
611
Schaper Benz & Wise Investment Counsel
Wisconsin
$23.2M -$254K -725 -1%
MFG
612
Merit Financial Group
Georgia
$23.1M -$237K -677 -1%
S
613
SignatureFD
Georgia
$23M +$110K +315 +0.5%
AWM
614
Axxcess Wealth Management
California
$22.8M +$6.94M +19,824 +44%
SNB
615
Security National Bank
Nebraska
$22.8M -$225K -631 -1%
GF
616
Gabelli Funds
New York
$22.7M +$52.5K +150 +0.2%
MRCM
617
M&R Capital Management
New Jersey
$22.7M +$37.8K +108 +0.2%
MSR
618
Main Street Research
Connecticut
$22.6M +$19.3M +55,094 +578%
KRSITF
619
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$22.6M +$150K +427 +0.7%
USCWA
620
U.S. Capital Wealth Advisors
Texas
$22.5M -$270K -772 -1%
SRC
621
Shufro Rose & Co
New York
$22.5M -$146K -416 -0.6%
TIP
622
Torray Investment Partners
Maryland
$22.5M – – –
PCM
623
Poehling Capital Management
Wisconsin
$22.4M -$6.66K -19 -0%
SWP
624
Stratos Wealth Partners
Ohio
$22.4M +$1.47M +4,200 +7%
BEAM
625
Baker Ellis Asset Management
Washington
$22.4M +$408K +1,165 +2%
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25
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