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 %
CAM
1026
Clio Asset Management
Virginia
$9.18M -$449K -1,258 -5%
JIC
1027
Joel Isaacson & Co
New York
$9.18M +$598K +1,678 +7%
AT
1028
Arlington Trust
Alabama
$9.15M +$9.15M +25,660 New
KIA
1029
KCM Investment Advisors
California
$9.13M +$133K +373 +1%
BCA
1030
Bay Colony Advisors
Massachusetts
$9.09M +$627K +1,758 +7%
SB
1031
Simmons Bank
Arkansas
$9.07M -$135K -379 -1%
HSA
1032
HBK Sorce Advisory
Pennsylvania
$9.07M +$17.5K +49 +0.2%
SIM
1033
Sterling Investment Management
Arizona
$9.02M +$30K +84 +0.3%
FIB
1034
First Interstate Bank
Montana
$9.02M -$443K -1,243 -5%
GAMC
1035
Garner Asset Management Corp
Texas
$9.02M -$201K -508 -2%
KS
1036
Karpas Strategies
Connecticut
$9M -$454K -1,274 -5%
SFS
1037
Searcy Financial Services
Kansas
$8.97M -$15.7K -44 -0.2%
IIC
1038
Ironwood Investment Counsel
Arizona
$8.96M -$51.4K -144 -0.6%
SRC
1039
Stone Run Capital
New York
$8.95M +$749K +2,100 +9%
MPAM
1040
Murphy Pohlad Asset Management
Minnesota
$8.95M -$300K -840 -3%
AAM
1041
Auxier Asset Management
Oregon
$8.94M -$45.7K -128 -0.5%
HWM
1042
HFR Wealth Management
New York
$8.92M +$112K +314 +1%
JRP
1043
Jasper Ridge Partners
California
$8.92M – – –
TWM
1044
Tradition Wealth Management
Minnesota
$8.9M +$130K +365 +1%
WPC
1045
Wedmont Private Capital
Pennsylvania
$8.88M +$1.13M +3,067 +15%
LA
1046
LFL Advisers
Illinois
$8.88M – – –
HBCM
1047
Heron Bay Capital Management
Michigan
$8.84M -$607K -1,703 -6%
AIMC
1048
Alley Investment Management Company
Illinois
$8.81M +$798K +2,237 +10%
SWA
1049
SOA Wealth Advisors
New York
$8.79M -$248K -696 -3%
FPGT
1050
Financial Partners Group (Tennessee)
Tennessee
$8.77M +$14.3K +40 +0.2%
40 41
42
43 44