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 %
RJT
801
Raymond James Trust
Florida
$15.5M +$759K +2,129 +5%
TWM
802
TLW Wealth Management
Florida
$15.4M +$25.7K +72 +0.2%
ATC
803
Argent Trust Co
Tennessee
$15.4M +$220K +618 +1%
JWCA
804
J.W. Cole Advisors
Florida
$15.2M +$883K +2,477 +6%
EWM
805
Edge Wealth Management
New York
$15.2M -$166K -465 -1%
HTC
806
Haverford Trust Company
Pennsylvania
$15.2M +$226K +635 +2%
FFA
807
Fragasso Financial Advisors
Pennsylvania
$15.2M +$22.5K +63 +0.1%
CA
808
Cornerstone Advisory
Maryland
$15.2M +$167K +469 +1%
Balyasny Asset Management
809
Balyasny Asset Management
Illinois
$15.1M +$11.9M +33,312 +372%
TA
810
Townsend & Associates
Colorado
$15.1M +$5.87M +15,590 +64%
RCA
811
Riverview Capital Advisers
Massachusetts
$15M -$70.6K -198 -0.5%
ACA
812
Anchor Capital Advisors
Massachusetts
$15M -$399K -1,118 -3%
FSA
813
Financial Security Advisor
Virginia
$15M +$162K +454 +1%
SCM
814
Shelton Capital Management
Colorado
$14.9M +$6.13M +17,190 +70%
TFS
815
Thoroughbred Financial Services
Tennessee
$14.9M +$1.87M +5,254 +14%
BWM
816
Buckley Wealth Management
Nevada
$14.9M -$53.5K -150 -0.4%
RCM
817
RB Capital Management
Nevada
$14.8M +$390K +1,093 +3%
KFA
818
Kelleher Financial Advisors
New York
$14.8M -$17.1K -48 -0.1%
PWMAG
819
Pinnacle Wealth Management Advisory Group
New Jersey
$14.8M -$144K -405 -1%
Massachusetts Financial Services
820
Massachusetts Financial Services
Massachusetts
$14.7M -$168K -471 -1%
SW
821
SVB Wealth
Massachusetts
$14.7M -$232K -650 -2%
GWM
822
Geneos Wealth Management
Colorado
$14.6M +$2.93M +8,206 +25%
KWM
823
Koa Wealth Management
California
$14.5M +$14.5M +40,780 New
DSAM
824
Dock Street Asset Management
Florida
$14.5M -$139K -389 -0.9%
KJWM
825
Kiley Juergens Wealth Management
Washington
$14.5M +$144K +405 +1%
31 32
33
34 35