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 %
HLCM
651
Hi-Line Capital Management
South Dakota
$20.9M -$110K -314 -0.5%
GW
652
GW & Wade
Massachusetts
$20.8M +$1.68M +4,795 +9%
CAM
653
Carret Asset Management
New York
$20.8M +$50.8K +145 +0.2%
BFG
654
Bleakley Financial Group
New Jersey
$20.8M -$1.65M -4,711 -7%
NB
655
Norinchukin Bank
Japan
$20.8M +$343K +980 +2%
AWS
656
Arkfeld Wealth Strategies
Nebraska
$20.6M -$39.7K -114 -0.2%
FG
657
Fiduciary Group
Georgia
$20.5M -$182K -519 -0.9%
Eagle Capital Management (New York)
658
Eagle Capital Management (New York)
New York
$20.4M -$39.2K -112 -0.2%
IWC
659
Integrated Wealth Concepts
Massachusetts
$20.4M +$583K +1,665 +3%
BFA
660
Beaumont Financial Advisors
Massachusetts
$20.3M +$701 +2 +0%
KOCAA
661
Knights of Columbus Asset Advisors
Connecticut
$20.3M +$480K +1,371 +2%
CHAM
662
Clear Harbor Asset Management
Connecticut
$20.2M -$96.3K -275 -0.5%
NMIMC
663
Northwestern Mutual Investment Management Company
Wisconsin
$20.2M +$459K +1,309 +2%
GU
664
Georgetown University
District of Columbia
$20M – – –
KSWA
665
Kathleen S. Wright Associates
Pennsylvania
$20M +$2.58M +7,383 +15%
UI
666
Unconventional Investor
New Hampshire
$20M +$219K +625 +1%
WF
667
WoodTrust Financial
Wisconsin
$20M -$397K -1,133 -2%
BFIM
668
Beese Fulmer Investment Management
Ohio
$20M -$255K -727 -1%
WWA
669
WCG Wealth Advisors
Nevada
$19.9M +$19.9M +55,919 New
AM
670
AGF Management
Ontario, Canada
$19.8M +$18.9M +54,007 +2,046%
EP
671
Elkhorn Partners
Nebraska
$19.8M -$326K -930 -2%
MFAM
672
Motley Fool Asset Management
Virginia
$19.7M +$1.61M +4,596 +9%
PGIM
673
Pacific Global Investment Management
California
$19.6M -$266K -759 -1%
GG
674
Greenwood Gearhart
Arkansas
$19.5M +$92.8K +265 +0.5%
PWM
675
Perigon Wealth Management
California
$19.4M -$135K -386 -0.7%
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