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 %
IB
1051
Intrust Bank
Kansas
$8.12M +$68.7K +196 +0.9%
LSWM
1052
Lorne Steinberg Wealth Management
Canada
$8.12M -$185K -527 -2%
RWA
1053
Ropes Wealth Advisors
Massachusetts
$8.09M +$706K +2,016 +10%
TA
1054
Townsend & Associates
Colorado
$8.09M +$2.37M +7,138 +41%
BFA
1055
Buttonwood Financial Advisors
Maryland
$8.06M +$350K +1,000 +5%
SRC
1056
Stone Run Capital
New York
$8.06M -$473K -1,350 -6%
WHRC
1057
W.H. Reaves & Co
New Jersey
$8.05M -$88.3K -252 -1%
VAG
1058
VisionPoint Advisory Group
Texas
$8.04M -$7.71K -22 -0.1%
PL
1059
Parkwood LLC
Ohio
$8.04M +$401K +1,144 +5%
PGAM
1060
Princeton Global Asset Management
New Jersey
$8.04M +$777K +2,217 +11%
CWM
1061
Chronos Wealth Management
Florida
$8.03M -$57.8K -165 -0.7%
SG Americas Securities
1062
SG Americas Securities
New York
$8.02M -$47M -134,162 -85%
BTI
1063
Blue Trust Inc
Georgia
$7.99M -$292K -855 -4%
SIA
1064
Schechter Investment Advisors
Michigan
$7.96M -$175K -500 -2%
PA
1065
Procyon Advisors
Connecticut
$7.95M +$1.9M +5,410 +31%
WC
1066
Weil Company
California
$7.93M +$166K +474 +2%
ATPW
1067
Ashton Thomas Private Wealth
Arizona
$7.9M -$64.5K -184 -0.8%
MA
1068
Mezzasalma Advisors
New Jersey
$7.89M +$133K +379 +2%
DA
1069
DCM Advisors
New York
$7.87M -$279K -797 -3%
CCM
1070
Canal Capital Management
Virginia
$7.87M -$79.9K -228 -1%
AIMC
1071
Alley Investment Management Company
Illinois
$7.87M -$159K -454 -2%
EM
1072
Excalibur Management
Massachusetts
$7.82M +$230K +656 +3%
CAM
1073
Cypress Asset Management
Texas
$7.82M +$1.1M +3,150 +16%
FB
1074
Fulton Bank
Pennsylvania
$7.81M -$139K -397 -2%
FAIM
1075
Financial Advocates Investment Management
Washington
$7.81M +$447K +1,277 +6%
41 42
43
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