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 %
SPC
726
Sigma Planning Corp
Michigan
$17.3M -$346K -989 -2%
USAA
727
United Services Automobile Association
Texas
$17.2M +$2.85M +8,133 +20%
BFP
728
Beacon Financial Planning
Massachusetts
$17.2M -$487K -1,390 -3%
GCMG
729
Gyroscope Capital Management Group
Florida
$17.2M -$867K -2,476 -5%
CJFS
730
Coulter & Justus Financial Services
Tennessee
$17.1M -$151K -430 -0.9%
OIA
731
OneDigital Investment Advisors
Kansas
$17.1M +$336K +958 +2%
AAS
732
Ameritas Advisory Services
Nebraska
$17.1M +$9.09M +26,309 +114%
SEM
733
Suncoast Equity Management
Florida
$17M +$327K +934 +2%
WCM
734
Weik Capital Management
Pennsylvania
$17M -$314K -896 -2%
HKAM
735
Horizon Kinetics Asset Management
New York
$16.9M -$111K -318 -0.7%
UIM
736
USS Investment Management
United Kingdom
$16.8M – – –
QF
737
QVT Financial
New York
$16.8M – – –
OCPWS
738
One Charles Private Wealth Services
Massachusetts
$16.8M +$2.06M +5,868 +14%
FSA
739
Franklin Street Advisors
North Carolina
$16.7M +$11.1M +31,800 +199%
CL
740
CIM LLC
New York
$16.6M +$70.4K +201 +0.4%
BDA
741
Borer Denton & Associates
Pennsylvania
$16.6M -$63.1K -180 -0.4%
BCM
742
Brookstone Capital Management
Illinois
$16.5M +$2.44M +7,202 +17%
WFG
743
Wills Financial Group
Virginia
$16.5M +$111K +318 +0.7%
GP
744
Greenline Partners
New York
$16.5M -$263K -751 -2%
IA
745
IFP Advisors
Florida
$16.4M -$2.67M -7,617 -14%
CIM
746
Corda Investment Management
Texas
$16.4M -$486K -1,386 -3%
SC
747
Savant Capital
Illinois
$16.3M +$3.27M +9,333 +25%
VCM
748
Violich Capital Management
California
$16.3M -$450K -1,285 -3%
AC
749
Aldebaran Capital
Indiana
$16.2M +$1.75K +5 +0%
JAM
750
Jupiter Asset Management
United Kingdom
$16.2M +$8.73M +24,928 +116%
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