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 %
CL
676
Choreo LLC
Illinois
$19.4M -$319K -910 -2%
RL
677
Ruffer LLP
United Kingdom
$19.4M -$542K -1,520 -3%
AM
678
Account Management
Massachusetts
$19.3M -$350K -1,000 -2%
SAM
679
Satovsky Asset Management
New York
$19.3M +$206K +588 +1%
Vontobel Holding
680
Vontobel Holding
Switzerland
$19.3M -$4.38M -12,501 -18%
ASN
681
Advisory Services Network
Georgia
$19.3M +$2.78M +7,923 +17%
CSPIA
682
Cary Street Partners Investment Advisory
Virginia
$19.2M +$1.06M +3,037 +6%
PWAG
683
Polaris Wealth Advisory Group
California
$19M +$3.1M +8,856 +19%
CIC
684
Chilton Investment Company
Connecticut
$19M +$66.9K +191 +0.4%
AIM
685
Avity Investment Management
Connecticut
$19M -$525K -1,500 -3%
NCM
686
Novare Capital Management
North Carolina
$19M -$55.7K -159 -0.3%
AWM
687
Absher Wealth Management
North Carolina
$18.9M -$879K -2,508 -4%
WANY
688
Wealthspire Advisors (New York)
New York
$18.8M +$5.48M +15,657 +41%
BAM
689
Belpointe Asset Management
Nevada
$18.8M +$793K +2,265 +4%
MWM
690
Madison Wealth Management
Ohio
$18.7M -$16.8K -48 -0.1%
MCP
691
Mirador Capital Partners
California
$18.7M +$60.6K +173 +0.3%
ACA
692
Aptus Capital Advisors
Alabama
$18.7M +$900K +2,569 +5%
HPCM
693
Hunter Perkins Capital Management
Illinois
$18.7M -$13.5M -38,407 -42%
VW
694
Vantage Wealth
California
$18.6M -$3.5K -10 -0%
AAB
695
ABN AMRO Bank
Netherlands
$18.6M +$6.2M +17,685 +50%
FFN
696
Focus Financial Network
Minnesota
$18.6M +$682K +1,946 +4%
NAS
697
Nicolet Advisory Services
Wisconsin
$18.5M +$1.72M +4,995 +10%
HIA
698
Harbor Investment Advisory
Maryland
$18.5M -$28.5K -343 -0.2%
RSVP
699
Ramsay Stattman Vela & Price
Colorado
$18.5M -$379K -1,082 -2%
NRS
700
Neville Rodie & Shaw
New York
$18.4M -$182K -520 -1%
26 27
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