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 %
FHB
851
First Hawaiian Bank
Hawaii
$12.7M -$447K -1,277 -3%
TFA
852
Trinity Financial Advisors
Ohio
$12.6M +$746K +2,131 +6%
HCM
853
Hollencrest Capital Management
California
$12.6M – – –
HCMT
854
Highland Capital Management (Tennessee)
Tennessee
$12.5M -$829K -2,367 -6%
GFS
855
GYL Financial Synergies
Connecticut
$12.5M -$216K -616 -2%
AF
856
Alerus Financial
North Dakota
$12.5M -$1.71M -4,884 -12%
BL
857
Balentine LLC
Georgia
$12.5M -$139K -396 -1%
PWW
858
Pettyjohn Wood & White
Virginia
$12.5M +$33.6K +96 +0.3%
SAM
859
Summit Asset Management
Tennessee
$12.4M +$219K +625 +2%
CPA
860
Court Place Advisors
Maryland
$12.4M -$38.2K -109 -0.3%
SC
861
Swan Capital
Florida
$12.4M +$12.4M +35,259 New
WIM
862
WealthPlan Investment Management
Nebraska
$12.3M +$7.45M +21,260 +152%
MIM
863
Meridiem Investment Management
United Kingdom
$12.3M -$933K -2,664 -7%
AIP
864
Ameritas Investment Partners
Nebraska
$12.3M -$204K -581 -2%
AIMCA
865
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.3M – – –
IWM
866
IHT Wealth Management
Illinois
$12.3M +$794K +2,268 +7%
SCA
867
Snowden Capital Advisors
New York
$12.3M -$7.04M -20,084 -36%
OPCM
868
Osborne Partners Capital Management
California
$12.3M -$80.9K -231 -0.7%
SFS
869
Summit Financial Strategies
Ohio
$12.2M -$119K -339 -1%
BWFA
870
Baltimore-Washington Financial Advisors
Maryland
$12.1M -$612K -1,746 -5%
PFM
871
Patton Fund Management
Texas
$12M -$563K -1,608 -4%
NAMP
872
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$11.9M -$35K -100 -0.3%
IPW
873
Inlet Private Wealth
Florida
$11.9M -$1.16M -3,317 -9%
CG
874
Caprock Group
Idaho
$11.9M +$249K +711 +2%
Two Sigma Advisers
875
Two Sigma Advisers
New York
$11.9M -$21.3M -60,700 -64%
33 34
35
36 37