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 %
CG
901
Caprock Group
Idaho
$12M -$101K -284 -0.8%
PCM
902
Palisade Capital Management
New Jersey
$12M +$477K +1,337 +4%
KLI
903
Kelman-Lazarov Inc
Tennessee
$12M -$88.1K -247 -0.7%
GCA
904
Greenwood Capital Associates
South Carolina
$11.9M +$8.5M +23,844 +247%
PFM
905
Patton Fund Management
Texas
$11.9M -$240K -674 -2%
BWFA
906
Baltimore-Washington Financial Advisors
Maryland
$11.9M -$454K -1,273 -4%
EML
907
Eos Management LP
New York
$11.9M – – –
AIP
908
Ameritas Investment Partners
Nebraska
$11.9M -$666K -1,867 -5%
HCM
909
Hutner Capital Management
Vermont
$11.8M -$106K -296 -0.9%
SFS
910
Summit Financial Strategies
Ohio
$11.8M -$592K -1,660 -5%
FAB
911
First American Bank
Illinois
$11.8M -$232K -651 -2%
TCCM
912
Timber Creek Capital Management
Massachusetts
$11.8M -$109K -307 -0.9%
PFS
913
Prospera Financial Services
Texas
$11.8M -$108K -303 -0.9%
RSWM
914
Robertson Stephens Wealth Management
California
$11.8M +$6.29M +17,638 +115%
RMC
915
Regis Management Company
California
$11.8M – – –
KCPG
916
Kavar Capital Partners Group
Kansas
$11.8M +$229K +655 +2%
AG
917
AlTi Global
New York
$11.7M +$11.7M +32,807 New
MG
918
Mather Group
Illinois
$11.7M +$103K +290 +0.9%
OBGC
919
O'Brien Greene & Co
Pennsylvania
$11.7M -$58.9K -165 -0.5%
PS
920
Principal Securities
Iowa
$11.7M +$11.7M +32,709 New
IC
921
Iconiq Capital
California
$11.6M +$11M +30,773 +1,769%
AIM
922
Anchor Investment Management
South Carolina
$11.6M +$707K +1,981 +7%
ONSWM
923
Old North State Wealth Management
North Carolina
$11.5M +$952K +2,669 +9%
EFS
924
Essex Financial Services
Connecticut
$11.5M -$174K -489 -1%
BJL
925
Brighton Jones LLC
Washington
$11.5M +$59.6K +167 +0.5%
35 36
37
38 39