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 %
AL
826
Arnhold LLC
New York
$13.3M +$3.85K +11 +0%
DAS
827
Dynamic Advisor Solutions
Arizona
$13.3M +$642K +1,834 +5%
HKIM
828
Hayek Kallen Investment Management
Alabama
$13.3M -$90K -257 -0.7%
WCF
829
West Coast Financial
California
$13.3M -$178K -509 -1%
SWM
830
Stockman Wealth Management
Montana
$13.3M -$563K -1,607 -4%
AWA
831
Arete Wealth Advisors
Illinois
$13.2M +$1.1M +3,140 +9%
IVP
832
Intrinsic Value Partners
Arizona
$13.2M -$43.8K -125 -0.3%
TVAMP
833
Tennessee Valley Asset Management Partners
Tennessee
$13.2M -$36.1K -103 -0.3%
MC
834
Muhlenkamp & Co
Pennsylvania
$13.2M -$30.1K -86 -0.2%
WDL
835
Well Done LLC
Michigan
$13.1M +$349K +997 +3%
LF
836
Longbow Finance
Switzerland
$13.1M -$37.1K -106 -0.3%
LNB
837
Ledyard National Bank
$13M -$34.3K -98 -0.3%
TGAM
838
TBH Global Asset Management
Tennessee
$13M +$143K +407 +1%
TI
839
Tidal Investments
Wisconsin
$13M -$996K -2,842 -7%
FFG
840
Frisch Financial Group
New York
$13M +$13M +36,975 New
XF
841
XML Financial
Maryland
$12.9M +$152K +435 +1%
VIM
842
Vinva Investment Management
Australia
$12.8M -$967K -2,707 -7%
FMTC
843
Farmers & Merchants Trust Company
California
$12.8M -$198K -564 -2%
CFA
844
Cahill Financial Advisors
Minnesota
$12.8M -$701 -2 -0%
DWP
845
Daymark Wealth Partners
Ohio
$12.8M +$2.6M +7,409 +25%
ATIA
846
American Trust Investment Advisors
New Hampshire
$12.8M +$163K +465 +1%
TFS
847
Thoroughbred Financial Services
Tennessee
$12.8M +$3.88M +11,082 +44%
CM
848
Churchill Management
California
$12.8M -$351K -1,003 -3%
ECM
849
Evergreen Capital Management
Washington
$12.8M +$13.7K +39 +0.1%
BP
850
Ballentine Partners
Massachusetts
$12.7M +$968K +2,764 +8%
32 33
34
35 36