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 %
BFP
751
Beacon Financial Planning
Massachusetts
$17.3M -$180K -505 -1%
LFRG
752
Lazard Frères Gestion
France
$17.2M -$521K -1,460 -3%
MFWM
753
Motley Fool Wealth Management
Virginia
$17.1M +$2.48M +6,953 +17%
QF
754
QVT Financial
New York
$17.1M – – –
CJFS
755
Coulter & Justus Financial Services
Tennessee
$17.1M -$354K -993 -2%
SAM
756
Shell Asset Management
Netherlands
$17M -$4.93M -13,812 -22%
SC
757
Stephenson & Company
California
$17M +$17M +47,712 New
BAM
758
Belpointe Asset Management
Nevada
$17M -$2.11M -5,909 -11%
HLCM
759
Hi-Line Capital Management
South Dakota
$17M -$4.36M -12,223 -20%
WCM
760
Weik Capital Management
Pennsylvania
$16.9M -$353K -990 -2%
NB
761
NBT Bank
New York
$16.8M -$809K -2,267 -5%
VCM
762
Violich Capital Management
California
$16.8M +$161K +450 +1%
MPW
763
Monterey Private Wealth
California
$16.8M +$376K +1,053 +2%
WFG
764
Wills Financial Group
Virginia
$16.7M -$86.7K -243 -0.5%
BDA
765
Borer Denton & Associates
Pennsylvania
$16.7M -$232K -650 -1%
GS
766
GTS Securities
New York
$16.6M -$1.72M -4,818 -9%
ASN
767
Advisory Services Network
Georgia
$16.6M -$2.98M -8,348 -15%
HKAM
768
Horizon Kinetics Asset Management
New York
$16.6M -$621K -1,740 -4%
CFG
769
Citizens Financial Group
Rhode Island
$16.5M +$1.1M +3,074 +7%
AC
770
Aldebaran Capital
Indiana
$16.5M -$32.1K -90 -0.2%
FTDI
771
First Trust Direct Indexing
Massachusetts
$16.5M +$2.3M +6,446 +16%
TC
772
TownSquare Capital
Utah
$16.5M +$162K +454 +1%
BS
773
Banco Santander
Spain
$16.4M +$54.9K +154 +0.3%
SF
774
Synovus Financial
Georgia
$16.4M +$37.1K +104 +0.2%
CIM
775
Corda Investment Management
Texas
$16.4M -$289K -811 -2%
29 30
31
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