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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,890 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, 1,392 reducing their positions, and 84 closing their positions.

Holders
3,890
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
1,392
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.7B
2
State Street
2
State Street
Massachusetts
$24.7B
3
Deutsche Bank
3
Deutsche Bank
Germany
$971M
4
BlackRock
4
BlackRock
New York
$37.5B
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$462M

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$7.1B
2
Ameriprise
2
Ameriprise
Minnesota
$693M
3
Capital World Investors
3
Capital World Investors
California
$0
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$56.1M
5
ATN
5
AMF Tjänstepension
Sweden
$34.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$428M 1,200,455 +12,115 +1%
Brown Advisory
77
Brown Advisory
Maryland
$425M 1,190,413 +2,450 +0.2%
Toronto Dominion Bank
78
Toronto Dominion Bank
Ontario, Canada
$417M 1,167,829 +177,608 +18%
Korea Investment Corp
79
Korea Investment Corp
South Korea
$400M 1,121,883 +52,911 +5%
DSA
80
Davis Selected Advisers
Arizona
$392M 1,098,843 -16,584 -1%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$388M 1,087,205 +3,374 +0.3%
Osaic Holdings
82
Osaic Holdings
Arizona
$388M 1,086,943 -322,505 -23%
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$387M 1,066,780 -1,097 -0.1%
Fidelity International
84
Fidelity International
Bermuda
$384M 1,075,613 -39,101 -4%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$379M 1,063,470 -121,467 -10%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$369M 1,034,948 +592,609 +134%
APG Asset Management
87
APG Asset Management
Netherlands
$362M 1,120,616 +196,907 +21%
TC
88
Tetrad Corporation
Nebraska
$357M 1,000,000 – –
Royal London Asset Management
89
Royal London Asset Management
United Kingdom
$351M 984,713 -11,453 -1%
Mariner
90
Mariner
Kansas
$349M 979,259 +52,763 +6%
GBWM
91
Granite Bay Wealth Management
New Hampshire
$341M 970,988 -106,861 -10%
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$336M 941,295 +4,145 +0.4%
RG
93
Rathbones Group
United Kingdom
$329M 923,723 +23,308 +3%
Los Angeles Capital Management
94
Los Angeles Capital Management
California
$327M 917,656 -66,242 -7%
Stifel Financial
95
Stifel Financial
Missouri
$324M 907,372 +13,246 +1%
DWA
96
Douglass Winthrop Advisors
New York
$321M 900,110 -2,159 -0.2%
HCM
97
Himalaya Capital Management
Washington
$320M 897,749 – –
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$318M 891,376 -156,400 -15%
MIS
99
Morningstar Investment Services
Illinois
$308M 860,611 +427,152 +99%
FWIA
100
Fort Washington Investment Advisors
Ohio
$304M 851,277 -13,023 -2%
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