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 %
CIM
1001
Courant Investment Management
Tennessee
$9.58M – – –
SPC
1002
Sigma Planning Corp
Michigan
$9.56M -$8.02M -22,480 -46%
AC
1003
Annandale Capital
Texas
$9.5M -$210K -588 -2%
PCM
1004
Presidio Capital Management
California
$9.49M +$68.5K +192 +0.7%
WA
1005
Wealth Architects
California
$9.48M +$1.82M +5,106 +24%
LSAG
1006
Lake Street Advisors Group
New Hampshire
$9.46M -$214K -599 -2%
GFA
1007
Gifford Fong Associates
California
$9.45M – – –
CAL
1008
Capital Analysts LLC
Pennsylvania
$9.42M +$868K +2,433 +10%
STB
1009
S&T Bank
Pennsylvania
$9.41M -$482K -1,350 -5%
GEM
1010
Global Endowment Management
North Carolina
$9.4M -$692K -1,940 -7%
IA
1011
IFG Advisory
Georgia
$9.39M +$339K +950 +4%
RMAM
1012
Raab & Moskowitz Asset Management
New Jersey
$9.39M +$146K +408 +2%
EF
1013
Empowered Funds
Pennsylvania
$9.38M +$1.06M +2,969 +13%
MA
1014
Montag & Associates
Georgia
$9.37M +$301K +843 +3%
PA
1015
Profund Advisors
Maryland
$9.37M +$1.99M +5,570 +27%
JIM
1016
JCP Investment Management
Texas
$9.35M – – –
WEG
1017
World Equity Group
Illinois
$9.32M +$506K +1,418 +6%
FNA
1018
First National Advisers
Nebraska
$9.28M +$7.68M +21,544 +480%
MTC
1019
McDaniel Terry & Co
Texas
$9.28M – – –
CAM
1020
Cubic Asset Management
Massachusetts
$9.24M -$289K -810 -3%
P
1021
Pitcairn
Pennsylvania
$9.24M -$95.6K -268 -1%
WAS
1022
Winch Advisory Services
Wisconsin
$9.21M +$55.6K +156 +0.6%
NIM
1023
NEOS Investment Management
Connecticut
$9.2M +$3.01M +8,426 +48%
CA
1024
Cumberland Advisors
Florida
$9.19M -$102K -285 -1%
FAM
1025
Fenimore Asset Management
New York
$9.18M -$122K -343 -1%
39 40
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