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 %
KWM
876
Kingsview Wealth Management
Oregon
$12.8M -$2.11M -5,924 -14%
VVP
877
Venture Visionary Partners
Ohio
$12.7M +$1.04M +2,921 +9%
FHB
878
First Hawaiian Bank
Hawaii
$12.7M -$166K -465 -1%
BL
879
Balentine LLC
Georgia
$12.7M +$30K +84 +0.2%
SAM
880
Summit Asset Management
Tennessee
$12.7M +$59.9K +168 +0.5%
WIM
881
WealthPlan Investment Management
Nebraska
$12.6M +$81.7K +229 +0.7%
PWW
882
Pettyjohn Wood & White
Virginia
$12.6M -$73.5K -206 -0.6%
GFS
883
GYL Financial Synergies
Connecticut
$12.6M -$133K -372 -1%
OPCM
884
Osborne Partners Capital Management
California
$12.6M +$125K +350 +1%
AIMCA
885
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.5M – – –
AF
886
Alerus Financial
North Dakota
$12.5M -$241K -677 -2%
LJCM
887
Lee Johnson Capital Management
Texas
$12.4M +$392K +1,098 +3%
ATIA
888
American Trust Investment Advisors
New Hampshire
$12.4M -$586K -1,643 -4%
SAM
889
Synergy Asset Management
Washington
$12.4M +$11.1M +31,048 +822%
IPW
890
Inlet Private Wealth
Florida
$12.3M +$169K +475 +1%
SCA
891
Snowden Capital Advisors
New York
$12.3M -$184K -516 -1%
LFAS
892
Level Four Advisory Services
Texas
$12.3M +$835K +2,340 +7%
MIM
893
Meridiem Investment Management
United Kingdom
$12.2M -$319K -895 -3%
HWM
894
Heirloom Wealth Management
Colorado
$12.2M +$162K +454 +1%
BCFD
895
Boit C.F. David
$12.2M +$623K +1,700 +5%
CIA
896
CCM Investment Advisers
South Carolina
$12.2M +$947K +2,654 +8%
RWM
897
Ritholtz Wealth Management
New York
$12.2M +$95.6K +268 +0.8%
BBA
898
Baader Bank Aktiengesellschaft
Germany
$12.1M -$2.77M -7,770 -19%
WCM
899
WealthBridge Capital Management
Ohio
$12.1M +$46K +129 +0.4%
NAMP
900
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$12M -$114K -320 -0.9%
34 35
36
37 38