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 %
TCM
951
Twin Capital Management
Pennsylvania
$10.8M -$237K -664 -2%
PAI
952
Pittenger & Anderson Inc
Nebraska
$10.7M +$220K +618 +2%
DFG
953
Delta Financial Group
New Jersey
$10.7M -$195K -548 -2%
GMA
954
Glassy Mountain Advisors
Maryland
$10.7M -$164K -461 -2%
RBA
955
Richard Bernstein Advisors
New York
$10.7M +$902K +2,528 +9%
GRP
956
Global Retirement Partners
California
$10.6M +$1.18M +3,264 +12%
VM
957
Venator Management
Pennsylvania
$10.6M -$401K -1,125 -4%
GIA
958
Gladstone Institutional Advisory
Florida
$10.6M +$3.03M +8,499 +40%
MC
959
Moors & Cabot
Massachusetts
$10.5M -$27.8K -78 -0.3%
TCOK
960
Trust Company of Kansas
Kansas
$10.5M -$178K -499 -2%
APC
961
Asset Planning Corporation
Tennessee
$10.4M +$3.9M +10,940 +60%
DPAM
962
Degroof Petercam Asset Management
Belgium
$10.4M +$10.4M +29,200 New
OCBCO
963
Oversea-Chinese Banking Corp (OCBC)
Singapore
$10.3M +$5.77M +16,174 +127%
TMAM
964
Tokio Marine Asset Management
Japan
$10.3M +$611K +1,713 +6%
KAS
965
Kemnay Advisory Services
New York
$10.3M +$571K +1,600 +6%
BFM
966
Boston Financial Management
Massachusetts
$10.3M -$1.53M -4,277 -13%
B
967
Bailard
California
$10.3M +$200K +562 +2%
STA
968
Summit Trail Advisors
New York
$10.3M -$439K -1,232 -4%
FFA
969
Farther Finance Advisors
California
$10.3M +$3.05M +8,539 +42%
TG
970
TCW Group
California
$10.2M +$10.2M +28,643 New
FMC
971
First Merchants Corp
Indiana
$10.2M +$1.02M +2,867 +11%
SW
972
SlateStone Wealth
Florida
$10.2M +$123K +344 +1%
DLCIG
973
D.L. Carlson Investment Group
New Hampshire
$10.2M -$6.78M -16,808 -40%
VIM
974
Vinva Investment Management
Australia
$10.1M -$2.74M -7,661 -21%
GFP
975
Gryphon Financial Partners
Ohio
$10.1M +$144K +409 +1%
37 38
39
40 41