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 %
FWCM
626
Ferguson Wellman Capital Management
Oregon
$22.2M -$169K -482 -0.8%
BFO
627
Boston Family Office
Massachusetts
$22.1M -$54.6K -156 -0.2%
MGP
628
Metis Global Partners
California
$22M +$4.29M +12,237 +24%
CA
629
Callahan Advisors
Texas
$21.9M +$11.6K +33 +0.1%
CIA
630
Choate Investment Advisors
Massachusetts
$21.9M +$1.06M +3,014 +5%
BPCE
631
Bank Pictet & Cie (Europe)
Germany
$21.8M +$1.81M +5,166 +9%
RIL
632
Rothschild Investment LLC
Illinois
$21.7M +$324K +925 +2%
RGC
633
Roberts, Glore & Co
Illinois
$21.7M -$708K -2,022 -3%
SAM
634
Shell Asset Management
Netherlands
$21.6M -$4.55M -12,995 -17%
CWM
635
Cabot Wealth Management
Massachusetts
$21.6M +$53.9K +154 +0.3%
VDBMI
636
Van Den Berg Management I
Texas
$21.6M -$584K -1,667 -3%
NL
637
NWAM LLC
Washington
$21.5M +$917K +2,618 +4%
SN
638
Sittner & Nelson
Oregon
$21.4M +$43.1K +123 +0.2%
PFP
639
Pinnacle Financial Partners
Tennessee
$21.3M -$2.45M -7,006 -10%
HC
640
Hendley & Co
Ohio
$21.3M -$28.7K -82 -0.1%
ZIG
641
Zuckerman Investment Group
Illinois
$21.3M -$118K -338 -0.6%
FDCC
642
Foster Dykema Cabot & Co
Massachusetts
$21.2M -$184K -526 -0.9%
GC
643
Guggenheim Capital
Illinois
$21.2M -$1.14M -3,254 -5%
GA
644
Gateway Advisory
New Jersey
$21.2M +$446K +1,273 +2%
PP
645
Prudential plc
United Kingdom
$21.2M -$7.24M -20,673 -25%
CI Investments Inc
646
CI Investments Inc
Ontario, Canada
$21.1M -$425K -1,212 -2%
DWM
647
Dakota Wealth Management
Florida
$21.1M +$2.45K +7 +0%
SSB
648
Sandy Spring Bank
Maryland
$21M +$1.31M +3,753 +7%
WCMN
649
Westchester Capital Management (Nebraska)
Nebraska
$21M -$68K -194 -0.3%
PMG
650
ProVise Management Group
Florida
$21M +$861K +2,458 +4%
24 25
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