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 %
SFO
1051
Stokes Family Office
Louisiana
$8.77M -$1.61M -4,507 -15%
HH
1052
Hilltop Holdings
Texas
$8.72M +$7.01M +19,660 +411%
CGL
1053
Clarius Group LLC
Washington
$8.71M +$1.59M +4,461 +22%
ERP
1054
Eldred Rock Partners
Texas
$8.69M +$8.69M +24,377 New
PA
1055
PFG Advisors
Arizona
$8.69M +$318K +893 +4%
MIC
1056
Means Investment Company
Maine
$8.68M +$357K +1,001 +4%
MPI
1057
Mairs & Power Inc
Minnesota
$8.67M -$939K -2,632 -10%
GA
1058
GFS Advisors
Texas
$8.67M -$135K -378 -2%
CCM
1059
Carmel Capital Management
California
$8.67M +$842K +2,360 +11%
ZF
1060
Zhang Financial
Michigan
$8.64M -$44.9K -126 -0.5%
OKSA
1061
O'Keefe Stevens Advisory
New York
$8.63M +$167K +468 +2%
KA
1062
Kovack Advisors
Florida
$8.6M -$28.9K -81 -0.3%
CT
1063
Cambridge Trust
Massachusetts
$8.6M +$128K +359 +2%
CT
1064
Coastline Trust
Rhode Island
$8.6M -$45.7K -128 -0.5%
KFP
1065
KMG Fiduciary Partners
Ohio
$8.59M +$312K +876 +4%
GWM
1066
Graybill Wealth Management
Illinois
$8.58M -$52.1K -146 -0.6%
LA
1067
LexAurum Advisors
Kansas
$8.58M +$1.78K +5 +0%
PA
1068
Procyon Advisors
Connecticut
$8.54M +$441K +1,237 +5%
SQA
1069
Simon Quick Advisors
New Jersey
$8.53M -$651K -1,826 -7%
AAIM
1070
Asset Advisors Investment Management
Georgia
$8.53M -$132K -370 -2%
KTM
1071
Keeler Thomas Management
Utah
$8.49M -$401K -1,124 -5%
HI
1072
Hudock Inc
Pennsylvania
$8.48M +$144K +403 +2%
DA
1073
DCM Advisors
New York
$8.48M +$463K +1,298 +6%
GIM
1074
Goelzer Investment Management
Indiana
$8.47M +$86K +241 +1%
WC
1075
Weil Company
California
$8.46M +$389K +1,090 +5%
41 42
43
44 45