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 %
PWG
976
Private Wealth Group
Florida
$9.29M +$2.77M +7,919 +43%
CFSG
977
Community Financial Services Group
Vermont
$9.28M +$9.28M +26,504 New
GFA
978
Gifford Fong Associates
California
$9.28M – – –
KS
979
Karpas Strategies
Connecticut
$9.28M -$138K -394 -1%
HBCM
980
Heron Bay Capital Management
Michigan
$9.28M -$71.1K -203 -0.8%
DDC
981
DF Dent & Co
Maryland
$9.27M -$584K -1,667 -6%
PCM
982
Presidio Capital Management
California
$9.26M -$2.9M -8,277 -24%
WSFS
983
Wilmington Savings Fund Society
Delaware
$9.22M -$549K -1,567 -6%
JIM
984
JCP Investment Management
Texas
$9.19M – – –
P
985
Pitcairn
Pennsylvania
$9.17M +$533K +1,521 +6%
FAM
986
Fenimore Asset Management
New York
$9.14M -$1.16M -3,324 -11%
FMAEN1
987
Fund Management at Engine No 1
California
$9.14M +$1M +2,865 +12%
CA
988
Cumberland Advisors
Florida
$9.13M +$21K +60 +0.2%
MTC
989
McDaniel Terry & Co
Texas
$9.12M +$6.72M +19,174 +280%
BCM
990
Brooktree Capital Management
Michigan
$9.11M -$50.1K -143 -0.5%
MPAM
991
Murphy Pohlad Asset Management
Minnesota
$9.08M -$152K -435 -2%
BFEC
992
Benjamin F. Edwards & Company
Missouri
$9.08M +$1.14M +3,246 +14%
RMAM
993
Raab & Moskowitz Asset Management
New Jersey
$9.08M -$25.2K -72 -0.3%
FMC
994
First Merchants Corp
Indiana
$9.05M +$382K +1,090 +4%
SB
995
Simmons Bank
Arkansas
$9.04M -$109K -311 -1%
SQA
996
Simon Quick Advisors
New Jersey
$9.02M +$3.27M +9,334 +57%
GRP
997
Global Retirement Partners
California
$9M +$200K +582 +2%
SB
998
Strategic Blueprint
Georgia
$8.99M +$752K +2,146 +9%
GC
999
Gratus Capital
Georgia
$8.99M -$24.9K -71 -0.3%
WAS
1000
Winch Advisory Services
Wisconsin
$8.99M +$42.7K +122 +0.5%
38 39
40
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