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 %
BG
751
Bahl & Gaynor
Ohio
$16.2M +$262K +748 +2%
PCA
752
Pallas Capital Advisors
Massachusetts
$16.2M +$1.07M +3,168 +7%
VA
753
Valmark Advisers
Ohio
$16.1M +$525K +1,499 +3%
MPW
754
Monterey Private Wealth
California
$16.1M -$9.46K -27 -0.1%
SF
755
Synovus Financial
Georgia
$16.1M +$99.8K +285 +0.6%
BS
756
Banco Santander
Spain
$16M +$6.21M +17,741 +63%
DT
757
Diversified Trust
Tennessee
$16M +$2.8M +7,997 +21%
TC
758
TownSquare Capital
Utah
$16M -$248K -709 -2%
BCM
759
Banyan Capital Management
Georgia
$15.9M -$229K -654 -1%
WPW
760
Waldron Private Wealth
Pennsylvania
$15.9M -$173K -494 -1%
UAM
761
Unison Asset Management
Florida
$15.9M – – –
BFG
762
Beacon Financial Group
Texas
$15.7M -$486K -1,349 -3%
Fisher Asset Management
763
Fisher Asset Management
Washington
$15.7M +$599K +1,711 +4%
WKSWA
764
White Knight Strategic Wealth Advisors
New Jersey
$15.7M -$85.8K -245 -0.5%
ECAM
765
East Coast Asset Management
Massachusetts
$15.6M -$80.2K -229 -0.5%
GI
766
Gradient Investments
Minnesota
$15.6M +$798K +2,279 +5%
PAIM
767
Punch & Associates Investment Management
Minnesota
$15.5M +$13.3K +38 +0.1%
AMI
768
Amica Mutual Insurance
Rhode Island
$15.4M -$6.6M -18,835 -30%
HBWM
769
Hollow Brook Wealth Management
New York
$15.3M +$6.66M +19,005 +77%
CCS
770
Concentric Capital Strategies
Connecticut
$15.3M +$15.3M +43,583 New
JWBC
771
J.W. Burns & Co
New York
$15.3M -$165K -472 -1%
FNBT
772
FineMark National Bank & Trust
Florida
$15.2M +$16.1K +46 +0.1%
WC
773
Whitney & Co
New York
$15.1M +$85.1K +243 +0.6%
TWM
774
TLW Wealth Management
Florida
$15.1M -$10.9K -31 -0.1%
CFG
775
Citizens Financial Group
Rhode Island
$15.1M +$446K +1,273 +3%
29 30
31
32 33