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 %
KJHP
976
K.J. Harrison & Partners
Ontario, Canada
$10M -$2.85K -8 -0%
HI
977
Horizon Investments
North Carolina
$10M +$1.08M +3,024 +12%
ST
978
Smithfield Trust
Pennsylvania
$9.99M -$150K -420 -1%
VIM
979
VELA Investment Management
Ohio
$9.95M -$8.2K -23 -0.1%
VI
980
Vestcor Inc
New Brunswick, Canada
$9.92M +$14.3K +40 +0.1%
MC
981
Middleton & Co
Massachusetts
$9.9M -$79.2K -222 -0.8%
AFG
982
Allegheny Financial Group
Pennsylvania
$9.88M +$1.27M +3,572 +15%
Verition Fund Management
983
Verition Fund Management
Connecticut
$9.87M +$6.17M +17,303 +167%
HAC
984
Harbor Advisory Corp
New Hampshire
$9.86M -$235K -660 -2%
PWG
985
Private Wealth Group
Florida
$9.86M +$401K +1,124 +4%
SIM
986
Stratos Investment Management
Ohio
$9.86M +$97K +272 +1%
BFEC
987
Benjamin F. Edwards & Company
Missouri
$9.86M +$613K +1,720 +7%
MIM
988
Martin Investment Management
Florida
$9.84M -$953K -2,673 -9%
RCAG
989
Rehmann Capital Advisory Group
Michigan
$9.84M +$92.7K +260 +1%
DDC
990
DF Dent & Co
Maryland
$9.84M +$406K +1,137 +4%
JCM
991
Janney Capital Management
Pennsylvania
$9.83M -$390K -1,094 -4%
CBTWT
992
Community Bank & Trust (Waco, Texas)
Texas
$9.78M +$3.5M +9,804 +56%
MOS
993
MGO One Seven
Ohio
$9.76M +$200K +562 +2%
BCV
994
Banque Cantonale Vaudoise
Switzerland
$9.71M -$1.03M -2,889 -10%
MCM
995
Mitchell Capital Management
Kansas
$9.66M +$2.36M +6,610 +32%
MSAM
996
Moloney Securities Asset Management
Missouri
$9.66M -$678K -1,901 -7%
KFGK
997
Keystone Financial Group (Kentucky)
Kentucky
$9.62M -$876K -2,455 -8%
NCM
998
Northside Capital Management
Oregon
$9.61M – – –
SB
999
Strategic Blueprint
Georgia
$9.61M +$455K +1,276 +5%
BCA
1000
Bernzott Capital Advisors
California
$9.6M -$356K -999 -4%
38 39
40
41 42