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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 %
CCM
1076
Canal Capital Management
Virginia
$8.41M +$396K +1,109 +5%
GVAG
1077
Great Valley Advisor Group
Delaware
$8.4M +$664K +1,862 +9%
BIA
1078
Beacon Investment Advisors
Maryland
$8.38M +$51.7K +145 +0.6%
WKWM
1079
Walter & Keenan Wealth Management
Indiana
$8.33M +$58.5K +164 +0.7%
LSWM
1080
Lorne Steinberg Wealth Management
Canada
$8.33M +$62.1K +174 +0.8%
VAM
1081
Vienna Asset Management
California
$8.33M +$8.33M +22,970 New
BCPWM
1082
Bradley & Co Private Wealth Management
Florida
$8.32M -$12.8K -36 -0.2%
MA
1083
Mezzasalma Advisors
New Jersey
$8.32M +$287K +806 +4%
VAG
1084
VisionPoint Advisory Group
Texas
$8.31M +$125K +350 +2%
BCM
1085
Brooktree Capital Management
Michigan
$8.3M -$972K -2,724 -10%
AFA
1086
Arlington Financial Advisors
California
$8.24M -$82K -230 -1%
LSA
1087
L & S Advisors
California
$8.22M +$7.65M +21,442 +1,328%
PGAM
1088
Princeton Global Asset Management
New Jersey
$8.22M +$39.9K +112 +0.5%
ANTB
1089
AMG National Trust Bank
Colorado
$8.18M +$531K +1,490 +7%
SGAM
1090
Smith Group Asset Management
Texas
$8.17M +$8.17M +22,902 New
ERSOT
1091
Employees Retirement System of Texas
Texas
$8.16M -$2.03M -5,700 -20%
BFA
1092
Buttonwood Financial Advisors
Maryland
$8.15M -$52.1K -146 -0.6%
BTI
1093
Blue Trust Inc
Georgia
$8.15M -$54.3K -155 -0.7%
WHRC
1094
W.H. Reaves & Co
New Jersey
$8.15M -$46K -129 -0.6%
ATPW
1095
Ashton Thomas Private Wealth
Arizona
$8.13M +$83.5K +234 +1%
CAM
1096
Cypress Asset Management
Texas
$8.11M +$134K +375 +2%
CTA
1097
Colonial Trust Advisors
South Carolina
$8.1M +$361K +1,011 +5%
FMWA
1098
Forvis Mazars Wealth Advisors
Missouri
$8.08M -$3.3M -9,245 -29%
VA
1099
Vident Advisory
Georgia
$8.08M +$533K +1,495 +7%
CWM
1100
Chronos Wealth Management
Florida
$8.08M -$102K -286 -1%
42 43
44
45 46