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 %
BP
826
Ballentine Partners
Massachusetts
$14.4M +$1.52M +4,272 +12%
AAS
827
Ameritas Advisory Services
Nebraska
$14.4M -$4.24M -11,254 -23%
AWA
828
Arete Wealth Advisors
Illinois
$14.4M +$892K +2,501 +7%
ERIM
829
Eagle Ridge Investment Management
Connecticut
$14.3M -$66.7K -187 -0.5%
SC
830
Stolper & Co
Oklahoma
$14.3M +$30K +84 +0.2%
AJ
831
Ashburton (Jersey)
Jersey
$14.3M -$1.04M -2,977 -7%
BRCM
832
Bright Rock Capital Management
Massachusetts
$14.3M – – –
NC
833
Naman Capital
Brazil
$14.3M – – –
DWP
834
Daymark Wealth Partners
Ohio
$14.2M +$1.13M +3,168 +9%
FA
835
Financial Avengers
California
$14.2M -$48.1K -135 -0.3%
NEWAS
836
N.E.W. Advisory Services
Wisconsin
$14.1M -$76.3K -214 -0.5%
WCM
837
Wedge Capital Management
North Carolina
$14.1M -$144K -404 -1%
LF
838
Longbow Finance
Switzerland
$14.1M +$756K +2,119 +6%
HVP
839
Hudson Value Partners
Florida
$14.1M +$168K +472 +1%
ECM
840
Exchange Capital Management
Michigan
$14.1M -$154K -432 -1%
WDL
841
Well Done LLC
Michigan
$14M +$643K +1,804 +5%
BHWM
842
Bar Harbor Wealth Management
New Hampshire
$14M +$21.8K +61 +0.2%
SC
843
Swan Capital
Florida
$14M +$1.44M +4,033 +11%
NP
844
NorthRock Partners
Minnesota
$14M +$7.36M +20,643 +111%
WRM
845
Weybosset Research & Management
Rhode Island
$14M -$102K -286 -0.7%
CFA
846
Cahill Financial Advisors
Minnesota
$13.9M +$847K +2,376 +6%
ECP
847
Epacria Capital Partners
Colorado
$13.8M +$3.57K +10 +0%
OIA
848
OneDigital Investment Advisors
Kansas
$13.7M -$3.71M -10,411 -21%
CAM
849
Columbia Asset Management
Michigan
$13.7M -$177K -496 -1%
DFG
850
Dupree Financial Group
Kentucky
$13.7M +$13.7M +38,276 New
32 33
34
35 36