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 %
RWM
876
Ritholtz Wealth Management
New York
$11.9M +$664K +1,896 +6%
KLI
877
Kelman-Lazarov Inc
Tennessee
$11.8M +$10.2K +29 +0.1%
LJCM
878
Lee Johnson Capital Management
Texas
$11.8M +$5.88M +16,786 +99%
HWM
879
Heirloom Wealth Management
Colorado
$11.8M -$296K -846 -2%
WCM
880
WealthBridge Capital Management
Ohio
$11.8M +$3.5K +10 +0%
FAB
881
First American Bank
Illinois
$11.8M +$184K +525 +2%
HCM
882
Hutner Capital Management
Vermont
$11.7M -$541K -1,543 -4%
TCCM
883
Timber Creek Capital Management
Massachusetts
$11.7M -$192K -549 -2%
PFS
884
Prospera Financial Services
Texas
$11.7M +$618K +1,764 +6%
EML
885
Eos Management LP
New York
$11.6M – – –
PAS
886
Park Avenue Securities
New York
$11.6M +$1.47M +4,188 +14%
BFM
887
Boston Financial Management
Massachusetts
$11.6M -$136K -388 -1%
RMC
888
Regis Management Company
California
$11.5M – – –
SIM
889
Studio Investment Management
Illinois
$11.5M -$501K -1,429 -4%
OBGC
890
O'Brien Greene & Co
Pennsylvania
$11.5M +$103K +293 +0.9%
GWM
891
Geneos Wealth Management
Colorado
$11.5M +$811K +2,315 +8%
BNP Paribas Asset Management
892
BNP Paribas Asset Management
France
$11.5M +$5.28M +15,068 +85%
VVP
893
Venture Visionary Partners
Ohio
$11.5M -$14K -40 -0.1%
EFS
894
Essex Financial Services
Connecticut
$11.5M -$75.3K -215 -0.7%
MG
895
Mather Group
Illinois
$11.4M +$1.06M +3,039 +10%
SGCA
896
Steel Grove Capital Advisors
Tennessee
$11.4M -$1.36M -3,879 -11%
HCM
897
Highlander Capital Management
New Jersey
$11.4M +$2.56M +7,300 +29%
PCM
898
Palisade Capital Management
New Jersey
$11.3M +$71.5K +204 +0.6%
KCPG
899
Kavar Capital Partners Group
Kansas
$11.3M -$5.16K -15 -0%
FFWA
900
FRG Family Wealth Advisors
Washington
$11.2M -$10.5K -30 -0.1%
34 35
36
37 38