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 %
WA
701
WP Advisors
California
$18.3M -$24.5K -70 -0.1%
CTI
702
Community Trust & Investment
Kentucky
$18.3M +$4.2K +12 +0%
GIA
703
GHP Investment Advisors
Colorado
$18.3M +$228K +660 +1%
BC
704
Burney Company
Virginia
$18.3M -$2.2M -6,268 -11%
RI
705
Ridgewood Investments
New Jersey
$18.1M -$65.2K -186 -0.4%
SWM
706
Sculati Wealth Management
Michigan
$18.1M -$75.7K -216 -0.4%
GS
707
GTS Securities
New York
$18M +$17.3M +49,480 +2,478%
ANBT
708
American National Bank & Trust
Texas
$18M +$1.56M +4,464 +10%
FCM
709
Fairholme Capital Management
Florida
$18M -$5.13M -14,647 -22%
MFG
710
Mendota Financial Group
Wisconsin
$17.8M -$144K -412 -0.8%
GT
711
Glenview Trust
Kentucky
$17.8M +$737K +2,105 +4%
BCM
712
Bridgeway Capital Management
Texas
$17.7M +$4.72M +13,485 +36%
PTB
713
Pioneer Trust Bank
Oregon
$17.7M -$1.96M -5,595 -10%
PHS
714
Pekin Hardy Strauss
Illinois
$17.7M -$461K -1,316 -3%
FNT
715
First National Trust
Pennsylvania
$17.7M +$752K +2,148 +4%
WSTAM
716
Wilbanks Smith & Thomas Asset Management
Virginia
$17.6M -$385K -1,100 -2%
EF
717
Empirical Finance
Pennsylvania
$17.6M -$291K -832 -2%
CC
718
Chicago Capital
Illinois
$17.6M +$17.9K +51 +0.1%
LFRG
719
Lazard Frères Gestion
France
$17.6M -$834K -2,356 -5%
AWM
720
Apollon Wealth Management
South Carolina
$17.5M -$3.72M -10,610 -18%
WS
721
Wedbush Securities
California
$17.5M +$1.1M +3,139 +7%
NNPTE
722
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$17.4M +$3.43M +9,798 +25%
AI
723
Accredited Investors
Minnesota
$17.3M +$40.3K +115 +0.2%
PWLP
724
Prio Wealth Limited Partnership
Massachusetts
$17.3M -$304K -869 -2%
NB
725
NBT Bank
New York
$17.3M +$11.4M +32,532 +193%
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