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 %
BCV
926
Banque Cantonale Vaudoise
Switzerland
$10.6M -$909K -2,596 -8%
STA
927
Summit Trail Advisors
New York
$10.5M -$151K -430 -1%
TCOK
928
Trust Company of Kansas
Kansas
$10.5M -$1.88M -5,355 -15%
ONSWM
929
Old North State Wealth Management
North Carolina
$10.4M +$716K +2,045 +7%
PAI
930
Pittenger & Anderson Inc
Nebraska
$10.3M +$428K +1,221 +4%
MC
931
Moors & Cabot
Massachusetts
$10.3M -$235K -670 -2%
SFFS
932
Stonehage Fleming Financial Services
Jersey
$10.3M +$1.76M +5,016 +21%
KFGK
933
Keystone Financial Group (Kentucky)
Kentucky
$10.3M +$335K +956 +3%
AWA
934
Aaron Wealth Advisors
Illinois
$10.3M +$20.3K +58 +0.2%
RWP
935
RWA Wealth Partners
Massachusetts
$10.2M +$4.84M +13,827 +90%
SFO
936
Stokes Family Office
Louisiana
$10.2M +$9.11K +26 +0.1%
MSAM
937
Moloney Securities Asset Management
Missouri
$10.2M +$340K +972 +3%
RCM
938
Regency Capital Management
Hawaii
$10.1M +$89.3K +255 +0.9%
JCM
939
Janney Capital Management
Pennsylvania
$10M -$173K -494 -2%
ERSOT
940
Employees Retirement System of Texas
Texas
$10M – – –
ST
941
Smithfield Trust
Pennsylvania
$9.96M +$178K +507 +2%
BPC
942
Banque Pictet & Cie
Switzerland
$9.96M -$1.52M -4,342 -13%
HAC
943
Harbor Advisory Corp
New Hampshire
$9.92M -$341K -973 -3%
SW
944
SlateStone Wealth
Florida
$9.91M +$7.38M +21,077 +292%
GEM
945
Global Endowment Management
North Carolina
$9.91M +$3.25M +9,287 +49%
B
946
Bailard
California
$9.89M -$507K -1,448 -5%
GFP
947
Gryphon Financial Partners
Ohio
$9.89M +$9.89M +28,227 New
KJHP
948
K.J. Harrison & Partners
Ontario, Canada
$9.86M – – –
DEA
949
DoubleLine ETF Adviser
Florida
$9.84M +$746K +2,131 +8%
MC
950
Middleton & Co
Massachusetts
$9.8M +$245K +699 +3%
36 37
38
39 40