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 %
BSI
1076
Bennett Selby Investments
Maine
$7.78M +$147K +420 +2%
ECG
1077
Edge Capital Group
Georgia
$7.78M -$874K -2,494 -10%
MBTD
1078
Mechanics Bank - Trust Department
California
$7.77M -$78.8K -225 -1%
CCT
1079
Chemung Canal Trust
New York
$7.77M +$225K +641 +3%
OP
1080
ORG Partners
Indiana
$7.77M -$5.51M -15,742 -42%
RA
1081
Riverstone Advisors
Texas
$7.75M +$176K +501 +2%
LAM
1082
Lakewood Asset Management
Illinois
$7.73M +$61.3K +175 +0.8%
MIP
1083
Marietta Investment Partners
Wisconsin
$7.72M – – –
PWP
1084
Principle Wealth Partners
Connecticut
$7.7M +$153K +436 +2%
CCM
1085
Carmel Capital Management
California
$7.69M -$70.8K -202 -0.9%
MPM
1086
Meritage Portfolio Management
Kansas
$7.68M -$266K -759 -3%
MIM
1087
Moseley Investment Management
Florida
$7.63M -$7.71K -22 -0.1%
TC
1088
TAGStone Capital
North Carolina
$7.63M – – –
SIM
1089
Seaview Investment Managers
Florida
$7.62M -$241K -688 -3%
CTA
1090
Colonial Trust Advisors
South Carolina
$7.61M +$23.1K +66 +0.3%
GVAG
1091
Great Valley Advisor Group
Delaware
$7.6M +$37.5K +107 +0.5%
MMA
1092
Miracle Mile Advisors
California
$7.57M +$58.2K +166 +0.8%
DIM
1093
Delta Investment Management
California
$7.54M +$38.2K +109 +0.5%
IHL
1094
Investment House LLC
California
$7.53M -$6.37M -18,185 -46%
EAM
1095
Evanson Asset Management
California
$7.53M -$382K -1,091 -5%
WA
1096
Wealth Architects
California
$7.52M +$36.8K +105 +0.5%
TCA
1097
Transcend Capital Advisors
New Jersey
$7.52M -$177K -505 -2%
ANTB
1098
AMG National Trust Bank
Colorado
$7.51M -$96.3K -275 -1%
RCA
1099
Resonant Capital Advisors
Wisconsin
$7.51M +$338K +964 +5%
QCG
1100
Quadrant Capital Group
Ohio
$7.48M +$391K +1,115 +6%
42 43
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