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 %
CCA
926
Covey Capital Advisors
Georgia
$11.4M – – –
FFWA
927
FRG Family Wealth Advisors
Washington
$11.4M -$16.4K -46 -0.1%
Twin Tree Management
928
Twin Tree Management
Texas
$11.4M +$11.4M +31,990 New
HCM
929
Highlander Capital Management
New Jersey
$11.4M -$169K -475 -1%
IFLIT
930
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$11.3M – – –
CCG
931
Cypress Capital Group
Florida
$11.3M +$46.7K +131 +0.4%
SW
932
Solidarity Wealth
Utah
$11.3M -$2.64M -7,390 -19%
WW
933
Waterfront Wealth
Kansas
$11.3M -$11.4K -32 -0.1%
PM
934
Phraction Management
Connecticut
$11.3M +$21.4K +60 +0.2%
SC
935
Syon Capital
California
$11.2M +$6.96M +19,512 +163%
WIC
936
Woodmont Investment Counsel
Tennessee
$11.1M +$118K +330 +1%
LA
937
Lakeside Advisors
Washington
$11.1M -$107K -300 -1%
MIM
938
Meixler Investment Management
Arizona
$11.1M -$103K -290 -0.9%
CMP
939
Coston McIsaac & Partners
Maine
$11.1M +$72K +202 +0.7%
WCF
940
West Coast Financial
California
$11M -$2.48M -6,954 -18%
SWM
941
SeaCrest Wealth Management
New York
$11M -$405K -1,107 -4%
OFG
942
Oxford Financial Group
Indiana
$10.9M +$1.37M +3,836 +14%
RCM
943
Regency Capital Management
Hawaii
$10.9M +$547K +1,534 +5%
CCS
944
Concentric Capital Strategies
Connecticut
$10.9M -$4.69M -13,136 -30%
DEA
945
DoubleLine ETF Adviser
Florida
$10.9M +$837K +2,348 +8%
EGA
946
Eagle Global Advisors
Texas
$10.8M -$82.4K -231 -0.8%
SGCA
947
Steel Grove Capital Advisors
Tennessee
$10.8M -$735K -2,061 -6%
SI
948
Sprott Inc
Ontario, Canada
$10.8M – – –
TCM
949
Telos Capital Management
California
$10.8M +$1.13M +3,177 +12%
SIM
950
Studio Investment Management
Illinois
$10.8M -$991K -2,779 -8%
36 37
38
39 40