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 %
CCA
901
Covey Capital Advisors
Georgia
$11.2M – – –
LFAS
902
Level Four Advisory Services
Texas
$11.2M -$763K -2,179 -6%
Jacobs Levy Equity Management
903
Jacobs Levy Equity Management
New Jersey
$11.2M +$5.91M +16,861 +111%
BJL
904
Brighton Jones LLC
Washington
$11.2M +$859K +2,452 +8%
FMWA
905
Forvis Mazars Wealth Advisors
Missouri
$11.2M +$458K +1,307 +4%
IFLIT
906
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$11.1M – – –
PM
907
Phraction Management
Connecticut
$11.1M +$5.61K +16 +0.1%
CCG
908
Cypress Capital Group
Florida
$11.1M +$619K +1,768 +6%
CIA
909
CCM Investment Advisers
South Carolina
$11M +$2.91M +8,299 +36%
LA
910
Lakeside Advisors
Washington
$11M -$123K -350 -1%
MIM
911
Meixler Investment Management
Arizona
$11M -$330K -943 -3%
BCFD
912
Boit C.F. David
$11M – – –
SWM
913
SeaCrest Wealth Management
New York
$10.9M +$9.97M +28,464 +1,066%
WIC
914
Woodmont Investment Counsel
Tennessee
$10.8M +$1.65M +4,698 +18%
MYAM
915
Meiji Yasuda Asset Management
Japan
$10.8M +$3.7M +10,573 +52%
VM
916
Venator Management
Pennsylvania
$10.8M +$7.01K +20 +0.1%
CMP
917
Coston McIsaac & Partners
Maine
$10.8M +$528K +1,508 +5%
TCM
918
Twin Capital Management
Pennsylvania
$10.8M -$577K -1,648 -5%
DFG
919
Delta Financial Group
New Jersey
$10.7M +$10.7M +30,651 New
EGA
920
Eagle Global Advisors
Texas
$10.7M -$18.9K -54 -0.2%
WW
921
Waterfront Wealth
Kansas
$10.7M +$11.1K +33 +0.1%
AIM
922
Anchor Investment Management
South Carolina
$10.7M +$152K +433 +1%
GMA
923
Glassy Mountain Advisors
Maryland
$10.6M -$552K -1,586 -5%
SI
924
Sprott Inc
Ontario, Canada
$10.6M – – –
MIM
925
Martin Investment Management
Florida
$10.6M -$447K -1,276 -4%
35 36
37
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