BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,891 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 1,523 increasing their positions, 1,393 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,891
Holders Change
+267
Holders Change %
+7.37%
% of All Funds
57.04%
Holding in Top 10
652
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-6.46%
% of All Funds
9.56%
New
411
Increased
1,523
Reduced
1,393
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.59B
2
State Street
State Street
Massachusetts
+$796M
3
Deutsche Bank
Deutsche Bank
Germany
+$441M
4
BlackRock
BlackRock
New York
+$441M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$358M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$932M
2
Ameriprise
Ameriprise
Minnesota
-$439M
3
Capital World Investors
Capital World Investors
California
-$369M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$286M
5
ATN
AMF Tjänstepension
Sweden
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
UI
676
Unconventional Investor
New Hampshire
$20.4M +$54.6K +153 +0.3%
GU
677
Georgetown University
District of Columbia
$20.4M – – –
BFIM
678
Beese Fulmer Investment Management
Ohio
$20.4M +$69.2K +194 +0.3%
AIM
679
Avity Investment Management
Connecticut
$20.4M +$1.06M +2,976 +5%
GG
680
Greenwood Gearhart
Arkansas
$20.4M +$488K +1,367 +2%
IWC
681
Integrated Wealth Concepts
Massachusetts
$20.4M -$380K -1,066 -2%
CHAM
682
Clear Harbor Asset Management
Connecticut
$20.4M -$188K -526 -0.9%
PWM
683
Perigon Wealth Management
California
$20.3M +$529K +1,482 +3%
IAS
684
Insigneo Advisory Services
Florida
$20.3M +$10.4M +29,218 +106%
WF
685
WoodTrust Financial
Wisconsin
$20.2M -$109K -305 -0.5%
EP
686
Elkhorn Partners
Nebraska
$20.2M +$46.4K +130 +0.2%
FG
687
Fiduciary Group
Georgia
$20.2M -$620K -1,737 -3%
PFP
688
Pinnacle Financial Partners
Tennessee
$20.2M -$1.52M -4,248 -7%
HPCM
689
Hunter Perkins Capital Management
Illinois
$20.2M +$1.17M +3,276 +6%
NAS
690
Nicolet Advisory Services
Wisconsin
$20.2M +$464K +1,268 +2%
RCM
691
RMR Capital Management
California
$20M +$20M +55,942 New
VW
692
Vantage Wealth
California
$19.9M +$947K +2,655 +5%
CA
693
Clearstead Advisors
Ohio
$19.8M -$20.2M -56,578 -50%
PGIM
694
Pacific Global Investment Management
California
$19.7M -$242K -679 -1%
CSPIA
695
Cary Street Partners Investment Advisory
Virginia
$19.7M +$189K +529 +1%
CL
696
CIM LLC
New York
$19.7M -$12.5K -30 -0.1%
KSWA
697
Kathleen S. Wright Associates
Pennsylvania
$19.7M -$779K -2,181 -4%
FC
698
FORA Capital
Florida
$19.6M +$19.6M +54,867 New
MCP
699
Mirador Capital Partners
California
$19.5M +$426K +1,195 +2%
HIA
700
Harbor Investment Advisory
Maryland
$19.4M +$137K +1,583 +0.7%
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