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 %
SBH
851
Segall Bryant & Hamill
Illinois
$13.6M -$68.4M -191,834 -83%
SWM
852
Stockman Wealth Management
Montana
$13.6M +$94.9K +266 +0.7%
TI
853
Tidal Investments
Wisconsin
$13.5M +$319K +895 +2%
MC
854
Muhlenkamp & Co
Pennsylvania
$13.5M +$103K +289 +0.8%
NC
855
NovaPoint Capital
Georgia
$13.5M -$102K -285 -0.7%
AL
856
Arnhold LLC
New York
$13.5M -$108K -303 -0.8%
FMTC
857
Farmers & Merchants Trust Company
California
$13.4M +$341K +957 +3%
HKIM
858
Hayek Kallen Investment Management
Alabama
$13.3M -$208K -582 -2%
IVP
859
Intrinsic Value Partners
Arizona
$13.3M -$94.2K -264 -0.7%
XF
860
XML Financial
Maryland
$13.3M +$103K +288 +0.8%
TFA
861
Trinity Financial Advisors
Ohio
$13.1M +$349K +979 +3%
Fisher Asset Management
862
Fisher Asset Management
Washington
$13.1M -$2.83M -7,926 -18%
FFG
863
Frisch Financial Group
New York
$13.1M -$70.6K -198 -0.5%
ECM
864
Evergreen Capital Management
Washington
$13.1M +$86.7K +243 +0.7%
MYAM
865
Meiji Yasuda Asset Management
Japan
$13.1M +$2.09M +5,859 +19%
Nomura Holdings
866
Nomura Holdings
Japan
$13.1M +$13.1M +36,686 New
HF
867
HRT Financial
New York
$13M +$13M +36,417 New
LNB
868
Ledyard National Bank
$13M -$282K -791 -2%
SCM
869
Steele Capital Management
Iowa
$13M +$13M +36,343 New
CM
870
Churchill Management
California
$13M -$62.4K -175 -0.5%
HCMT
871
Highland Capital Management (Tennessee)
Tennessee
$12.9M +$175K +490 +1%
TGAM
872
TBH Global Asset Management
Tennessee
$12.9M -$355K -996 -3%
HCM
873
Hollencrest Capital Management
California
$12.8M +$39.9K +112 +0.3%
IWM
874
IHT Wealth Management
Illinois
$12.8M +$260K +730 +2%
CPA
875
Court Place Advisors
Maryland
$12.8M +$151K +422 +1%
33 34
35
36 37