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 %
USAA
701
United Services Automobile Association
Texas
$19.4M +$1.88M +5,274 +11%
NCM
702
Novare Capital Management
North Carolina
$19.3M +$40.7K +114 +0.2%
AIM
703
Avanda Investment Management
Singapore
$19.3M +$19.3M +54,154 New
WWA
704
WCG Wealth Advisors
Nevada
$19.3M -$670K -1,878 -3%
SAM
705
Satovsky Asset Management
New York
$19.2M -$443K -1,243 -2%
AWM
706
Absher Wealth Management
North Carolina
$19.2M -$30.3K -85 -0.2%
AWM
707
Axxcess Wealth Management
California
$19.2M -$4.07M -11,402 -17%
NRS
708
Neville Rodie & Shaw
New York
$19.1M +$372K +1,043 +2%
ANBT
709
American National Bank & Trust
Texas
$19M +$716K +2,007 +4%
P3I
710
Progeny 3 Inc
Washington
$19M +$10.3M +28,800 +118%
AM
711
Account Management
Massachusetts
$19M -$713K -2,000 -4%
GIA
712
GHP Investment Advisors
Colorado
$19M +$76.7K +215 +0.4%
Vontobel Holding
713
Vontobel Holding
Switzerland
$19M -$667K -1,869 -3%
ACA
714
Aptus Capital Advisors
Alabama
$18.9M -$90.6K -254 -0.5%
WANY
715
Wealthspire Advisors (New York)
New York
$18.9M -$261K -733 -1%
WS
716
Wedbush Securities
California
$18.8M +$1.01M +2,820 +6%
RL
717
Ruffer LLP
United Kingdom
$18.7M -$716K -2,005 -4%
AAB
718
ABN AMRO Bank
Netherlands
$18.7M -$346K -965 -2%
FTIS
719
First Trust Investment Solutions
Florida
$18.6M +$18.6M +52,261 New
PTB
720
Pioneer Trust Bank
Oregon
$18.6M +$521K +1,460 +3%
CTI
721
Community Trust & Investment
Kentucky
$18.6M -$72K -202 -0.4%
OCPWS
722
One Charles Private Wealth Services
Massachusetts
$18.5M +$1.46M +4,093 +9%
RSVP
723
Ramsay Stattman Vela & Price
Colorado
$18.5M -$280K -785 -1%
WA
724
WP Advisors
California
$18.5M -$124K -347 -0.7%
SWM
725
Sculati Wealth Management
Michigan
$18.4M -$16.1K -45 -0.1%
27 28
29
30 31