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 %
VIM
951
VELA Investment Management
Ohio
$9.78M +$1.39M +3,964 +17%
BCA
952
Bernzott Capital Advisors
California
$9.78M -$1.58M -4,499 -14%
VI
953
Vestcor Inc
New Brunswick, Canada
$9.73M -$895K -2,555 -8%
STB
954
S&T Bank
Pennsylvania
$9.72M -$810K -2,313 -8%
IAS
955
Insigneo Advisory Services
Florida
$9.7M -$8.38M -23,928 -46%
TFA
956
Teamwork Financial Advisors
Texas
$9.64M +$823K +2,349 +9%
RBA
957
Richard Bernstein Advisors
New York
$9.62M +$2.34M +6,683 +32%
SIM
958
Stratos Investment Management
Ohio
$9.59M +$313K +894 +3%
RCAG
959
Rehmann Capital Advisory Group
Michigan
$9.58M +$92.5K +264 +1%
KAS
960
Kemnay Advisory Services
New York
$9.56M +$9.56M +27,284 New
AC
961
Annandale Capital
Texas
$9.54M – – –
TMAM
962
Tokio Marine Asset Management
Japan
$9.53M +$769K +2,195 +9%
LSAG
963
Lake Street Advisors Group
New Hampshire
$9.5M +$53.2K +152 +0.6%
TCM
964
Telos Capital Management
California
$9.46M +$28.7K +82 +0.3%
CAM
965
Clio Asset Management
Virginia
$9.46M +$841K +2,402 +10%
NCM
966
Northside Capital Management
Oregon
$9.44M -$306K -873 -3%
MPI
967
Mairs & Power Inc
Minnesota
$9.44M +$394K +1,124 +4%
CIM
968
Courant Investment Management
Tennessee
$9.41M – – –
MOS
969
MGO One Seven
Ohio
$9.39M +$171K +489 +2%
CPC
970
Congress Park Capital
New York
$9.37M -$567K -1,619 -6%
CAM
971
Cubic Asset Management
Massachusetts
$9.36M -$491K -1,401 -5%
OFG
972
Oxford Financial Group
Indiana
$9.33M +$1.17M +3,335 +14%
GCM
973
Gladius Capital Management
Illinois
$9.32M +$9.32M +26,597 New
RIA
974
Realta Investment Advisors
Delaware
$9.31M – – –
FIB
975
First Interstate Bank
Montana
$9.29M -$140K -399 -1%
37 38
39
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