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 %
JF
776
Jump Financial
Illinois
$15.1M -$76.7K -219 -0.5%
ACA
777
Anchor Capital Advisors
Massachusetts
$15.1M +$2.01M +5,741 +15%
EWM
778
Edge Wealth Management
New York
$15.1M -$44.5K -127 -0.3%
ATC
779
Argent Trust Co
Tennessee
$15M +$582K +1,661 +4%
CCM
780
Coldstream Capital Management
Washington
$14.9M +$174K +496 +1%
AJ
781
Ashburton (Jersey)
Jersey
$14.9M – – –
FA
782
Fiduciary Alliance
South Carolina
$14.9M -$1.97M -5,629 -12%
FFA
783
Fragasso Financial Advisors
Pennsylvania
$14.9M +$247K +705 +2%
CIA
784
Capital Investment Advisors
Georgia
$14.9M +$200K +570 +1%
RCA
785
Riverview Capital Advisers
Massachusetts
$14.8M +$32.2K +92 +0.2%
CCFCSB
786
Cape Cod Five Cents Savings Bank
Massachusetts
$14.7M +$7.78M +22,203 +112%
CA
787
Cornerstone Advisory
Maryland
$14.7M +$2.16M +6,154 +17%
DLCIG
788
D.L. Carlson Investment Group
New Hampshire
$14.7M -$132K -378 -0.9%
SW
789
SVB Wealth
Massachusetts
$14.7M -$1.7M -4,839 -10%
HTC
790
Haverford Trust Company
Pennsylvania
$14.7M +$956K +2,728 +7%
BWM
791
Buckley Wealth Management
Nevada
$14.7M -$329K -938 -2%
Massachusetts Financial Services
792
Massachusetts Financial Services
Massachusetts
$14.6M +$198K +566 +1%
PWMAG
793
Pinnacle Wealth Management Advisory Group
New Jersey
$14.6M -$5.96K -17 -0%
KWM
794
Kingsview Wealth Management
Oregon
$14.6M +$660K +1,884 +5%
CU
795
CQS (US)
New York
$14.6M -$12.7M -36,361 -47%
KFA
796
Kelleher Financial Advisors
New York
$14.6M -$200K -572 -1%
FSA
797
Financial Security Advisor
Virginia
$14.5M +$14.5M +41,491 New
BBA
798
Baader Bank Aktiengesellschaft
Germany
$14.5M +$410K +1,180 +3%
RJT
799
Raymond James Trust
Florida
$14.5M -$626K -1,787 -4%
DSAM
800
Dock Street Asset Management
Florida
$14.4M +$178K +509 +1%
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