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 %
GI
726
Gradient Investments
Minnesota
$18.4M +$2.49M +6,993 +16%
BC
727
Burney Company
Virginia
$18.4M -$240K -673 -1%
RI
728
Ridgewood Investments
New Jersey
$18.3M -$115K -322 -0.6%
IPGDR
729
Investidor Profissional Gestao de Recursos
Brazil
$18.3M +$4.58M +12,833 +33%
WSTAM
730
Wilbanks Smith & Thomas Asset Management
Virginia
$18.2M +$245K +687 +1%
CC
731
Chicago Capital
Illinois
$18M +$149K +419 +0.8%
HAG
732
HighPoint Advisor Group
Illinois
$18M +$18M +43,858 New
FNT
733
First National Trust
Pennsylvania
$18M -$59.2K -166 -0.3%
HTIM
734
Harbour Trust & Investment Management
Indiana
$17.9M +$17.9M +50,171 New
SC
735
Savant Capital
Illinois
$17.9M +$1.23M +3,444 +7%
PWLP
736
Prio Wealth Limited Partnership
Massachusetts
$17.9M +$223K +625 +1%
WorldQuant Millennium Advisors
737
WorldQuant Millennium Advisors
New York
$17.8M -$24M -67,206 -57%
BFG
738
Beacon Financial Group
Texas
$17.8M +$2.19M +6,132 +14%
PHS
739
Pekin Hardy Strauss
Illinois
$17.7M -$293K -821 -2%
MFG
740
Mendota Financial Group
Wisconsin
$17.7M -$460K -1,290 -3%
GC
741
Gratus Capital
Georgia
$17.7M +$8.5M +23,843 +93%
SG Americas Securities
742
SG Americas Securities
New York
$17.6M +$9.48M +26,588 +116%
GP
743
Greenline Partners
New York
$17.6M +$874K +2,450 +5%
EF
744
Empirical Finance
Pennsylvania
$17.6M -$262K -735 -1%
BCM
745
Brookstone Capital Management
Illinois
$17.6M +$188K +526 +1%
SEM
746
Suncoast Equity Management
Florida
$17.5M +$255K +714 +1%
BG
747
Bahl & Gaynor
Ohio
$17.4M +$967K +2,711 +6%
PCA
748
Pallas Capital Advisors
Massachusetts
$17.4M +$272K +764 +2%
AI
749
Accredited Investors
Minnesota
$17.3M -$325K -910 -2%
FSA
750
Franklin Street Advisors
North Carolina
$17.3M +$271K +759 +2%
28 29
30
31 32