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 %
MFWM
801
Motley Fool Wealth Management
Virginia
$14.4M -$2.45M -6,993 -15%
RCM
802
RB Capital Management
Nevada
$14.2M +$173K +493 +1%
ERIM
803
Eagle Ridge Investment Management
Connecticut
$14.2M -$245K -700 -2%
JWCA
804
J.W. Cole Advisors
Florida
$14.1M +$19.3K +55 +0.1%
BA
805
Bridgewater Associates
Connecticut
$14.1M +$12.9M +36,785 +1,073%
KJWM
806
Kiley Juergens Wealth Management
Washington
$14.1M -$44.8K -128 -0.3%
SC
807
Stolper & Co
Oklahoma
$14.1M +$6.66K +19 +0%
BRCM
808
Bright Rock Capital Management
Massachusetts
$14M – – –
NC
809
Naman Capital
Brazil
$14M – – –
SWM
810
Spire Wealth Management
Virginia
$14M +$1.33M +3,804 +11%
WCM
811
Wedge Capital Management
North Carolina
$14M -$1.16M -3,308 -8%
ECM
812
Exchange Capital Management
Michigan
$14M -$326K -932 -2%
FA
813
Financial Avengers
California
$14M +$49.7K +142 +0.4%
CW
814
Connectus Wealth
Ohio
$13.9M +$2.61M +8,117 +23%
NEWAS
815
N.E.W. Advisory Services
Wisconsin
$13.9M +$153K +438 +1%
FTDI
816
First Trust Direct Indexing
Massachusetts
$13.9M +$1.71M +4,889 +14%
WRM
817
Weybosset Research & Management
Rhode Island
$13.8M -$169K -483 -1%
BHWM
818
Bar Harbor Wealth Management
New Hampshire
$13.7M -$210K -599 -2%
SW
819
Solidarity Wealth
Utah
$13.7M -$1.13M -3,223 -8%
HVP
820
Hudson Value Partners
Florida
$13.6M +$107K +305 +0.8%
First Trust Advisors
821
First Trust Advisors
Illinois
$13.6M +$963K +2,748 +8%
CAM
822
Columbia Asset Management
Michigan
$13.6M -$2.45K -7 -0%
ECP
823
Epacria Capital Partners
Colorado
$13.6M – – –
IPGDR
824
Investidor Profissional Gestao de Recursos
Brazil
$13.5M -$14.8M -42,167 -52%
NC
825
NovaPoint Capital
Georgia
$13.3M +$517K +1,476 +4%
31 32
33
34 35