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 %
BCM
776
Banyan Capital Management
Georgia
$16.3M +$35.3K +99 +0.2%
NNPTE
777
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$16.2M -$1.52M -4,248 -9%
CIA
778
Capital Investment Advisors
Georgia
$16.2M +$1.1M +3,083 +7%
WPW
779
Waldron Private Wealth
Pennsylvania
$16.2M -$5.71K -16 -0%
UAM
780
Unison Asset Management
Florida
$16.2M – – –
VA
781
Valmark Advisers
Ohio
$16.2M -$223K -624 -1%
SWM
782
Spire Wealth Management
Virginia
$16.1M +$1.41M +3,829 +10%
JAM
783
Jupiter Asset Management
United Kingdom
$16M -$535K -1,500 -3%
CW
784
Connectus Wealth
Ohio
$16M +$7.3M +36,529 +84%
WKSWA
785
White Knight Strategic Wealth Advisors
New Jersey
$16M -$2.5K -7 -0%
IA
786
IFP Advisors
Florida
$15.9M -$762K -2,137 -5%
FNBT
787
FineMark National Bank & Trust
Florida
$15.9M +$413K +1,157 +3%
PAIM
788
Punch & Associates Investment Management
Minnesota
$15.8M +$56.4K +158 +0.4%
PAS
789
Park Avenue Securities
New York
$15.8M +$4M +11,202 +34%
OP
790
ORG Partners
Indiana
$15.8M +$7.91M +22,177 +100%
CCM
791
Coldstream Capital Management
Washington
$15.8M +$551K +1,545 +4%
CIA
792
Concurrent Investment Advisors
Florida
$15.7M +$15.7M +44,089 New
AMI
793
Amica Mutual Insurance
Rhode Island
$15.7M – – –
ECAM
794
East Coast Asset Management
Massachusetts
$15.6M -$271K -760 -2%
DT
795
Diversified Trust
Tennessee
$15.6M -$710K -1,991 -4%
WC
796
Whitney & Co
New York
$15.6M +$180K +505 +1%
DAS
797
Dynamic Advisor Solutions
Arizona
$15.6M +$1.67M +4,563 +12%
JWBC
798
J.W. Burns & Co
New York
$15.5M -$38.2K -107 -0.2%
FA
799
Fiduciary Alliance
South Carolina
$15.5M +$318K +893 +2%
HBWM
800
Hollow Brook Wealth Management
New York
$15.5M -$66K -185 -0.4%
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