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 %
MA
1001
Montag & Associates
Georgia
$8.91M – – –
IA
1002
IFG Advisory
Georgia
$8.89M -$184K -526 -2%
HSA
1003
HBK Sorce Advisory
Pennsylvania
$8.89M +$84.4K +241 +1%
SWA
1004
SOA Wealth Advisors
New York
$8.87M -$77.1K -220 -0.9%
IIC
1005
Ironwood Investment Counsel
Arizona
$8.85M +$1.13M +3,215 +15%
KIA
1006
KCM Investment Advisors
California
$8.84M -$468K -1,337 -5%
SIM
1007
Sterling Investment Management
Arizona
$8.83M -$2.86M -8,161 -24%
AAM
1008
Auxier Asset Management
Oregon
$8.83M -$64.5K -184 -0.7%
SFS
1009
Searcy Financial Services
Kansas
$8.83M -$94.9K -271 -1%
HI
1010
Horizon Investments
North Carolina
$8.8M +$336K +958 +4%
Credit Agricole
1011
Credit Agricole
France
$8.79M +$5.54M +15,819 +171%
JRP
1012
Jasper Ridge Partners
California
$8.76M – – –
LA
1013
LFL Advisers
Illinois
$8.72M -$438K -1,250 -5%
KTM
1014
Keeler Thomas Management
Utah
$8.72M -$684K -1,956 -7%
PAM
1015
Private Asset Management
California
$8.7M -$1.55M -4,417 -15%
WEG
1016
World Equity Group
Illinois
$8.66M +$4.33M +12,358 +100%
HWM
1017
HFR Wealth Management
New York
$8.65M -$214K -611 -2%
GA
1018
GFS Advisors
Texas
$8.65M +$2.46M +7,019 +40%
TWM
1019
Tradition Wealth Management
Minnesota
$8.62M +$76.7K +219 +0.9%
SCM
1020
Shelton Capital Management
Colorado
$8.62M -$4.97M -14,200 -37%
FPGT
1021
Financial Partners Group (Tennessee)
Tennessee
$8.6M -$446K -1,272 -5%
P3I
1022
Progeny 3 Inc
Washington
$8.56M – – –
ZF
1023
Zhang Financial
Michigan
$8.53M -$117K -335 -1%
AAIM
1024
Asset Advisors Investment Management
Georgia
$8.5M -$33.3K -95 -0.4%
CT
1025
Coastline Trust
Rhode Island
$8.49M +$115K +329 +1%
39 40
41
42 43