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 %
GWM
1026
Graybill Wealth Management
Illinois
$8.48M -$83.7K -239 -1%
KA
1027
Kovack Advisors
Florida
$8.47M +$1.06M +3,018 +14%
TF
1028
Trek Financial
Arizona
$8.47M +$204K +583 +2%
AFG
1029
Allegheny Financial Group
Pennsylvania
$8.45M +$2.62M +7,475 +45%
KOC
1030
Koss-Olinger Consulting
Florida
$8.43M -$879K -2,508 -9%
JIC
1031
Joel Isaacson & Co
New York
$8.43M +$18.9K +54 +0.2%
LA
1032
LexAurum Advisors
Kansas
$8.43M +$261K +744 +3%
CAL
1033
Capital Analysts LLC
Pennsylvania
$8.4M +$363K +1,037 +5%
CT
1034
Cambridge Trust
Massachusetts
$8.32M -$270K -771 -3%
OKSA
1035
O'Keefe Stevens Advisory
New York
$8.32M +$331K +946 +4%
FPAS
1036
Focus Partners Advisor Solutions
Missouri
$8.32M +$3.12M +8,895 +60%
BCA
1037
Bay Colony Advisors
Massachusetts
$8.31M +$782K +2,232 +10%
BHPW
1038
Beverly Hills Private Wealth
California
$8.3M -$2.98M -8,519 -26%
GIM
1039
Goelzer Investment Management
Indiana
$8.24M -$178K -509 -2%
PA
1040
PFG Advisors
Arizona
$8.23M -$3.02M -8,615 -27%
HI
1041
Hudock Inc
Pennsylvania
$8.19M +$115K +328 +1%
BCPWM
1042
Bradley & Co Private Wealth Management
Florida
$8.19M +$4.2K +12 +0.1%
BIA
1043
Beacon Investment Advisors
Maryland
$8.18M +$33.3K +95 +0.4%
AFA
1044
Arlington Financial Advisors
California
$8.18M -$72.9K -208 -0.9%
EF
1045
Empowered Funds
Pennsylvania
$8.18M +$374K +1,069 +5%
MIC
1046
Means Investment Company
Maine
$8.17M -$134K -382 -2%
GAMC
1047
Garner Asset Management Corp
Texas
$8.17M -$25.6K -73 -0.3%
DI
1048
DAGCO Inc
Ohio
$8.15M +$5.83M +34,031 +250%
KFP
1049
KMG Fiduciary Partners
Ohio
$8.13M +$298K +851 +4%
WKWM
1050
Walter & Keenan Wealth Management
Indiana
$8.12M -$1.41M -4,033 -15%
40 41
42
43 44