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 %
BC
1101
Blackhill Capital
New Jersey
$7.44M – – –
IAN
1102
Integrated Advisors Network
Texas
$7.43M +$218K +622 +3%
BA
1103
Bristlecone Advisors
Washington
$7.42M +$300K +855 +4%
PBK
1104
Peoples Bank (Kansas)
Kansas
$7.42M +$7.42M +21,189 New
VA
1105
Vident Advisory
Georgia
$7.41M +$7.41M +21,159 New
GIA
1106
Gladstone Institutional Advisory
Florida
$7.4M +$298K +850 +4%
FLPIM
1107
F.L. Putnam Investment Management
Massachusetts
$7.4M +$566K +1,615 +8%
TWA
1108
TCI Wealth Advisors
Arizona
$7.39M +$1.08M +3,078 +17%
SA
1109
SAM Advisors
California
$7.38M -$113K -322 -2%
WPP
1110
Whalerock Point Partners
Rhode Island
$7.34M +$170K +486 +2%
CNBTD
1111
Citizens National Bank Trust Department
Mississippi
$7.33M +$21K +60 +0.3%
HIC
1112
Hartline Investment Corp
Illinois
$7.32M +$708K +2,021 +11%
TAM
1113
Trust Asset Management
Texas
$7.31M – – –
SM
1114
Sweeney & Michel
California
$7.29M – – –
CCM
1115
Corsair Capital Management
New York
$7.28M -$701 -2 -0%
WPC
1116
Wedmont Private Capital
Pennsylvania
$7.28M +$467K +1,353 +7%
SIA
1117
SeaBridge Investment Advisors
New Jersey
$7.27M -$133K -381 -2%
PA
1118
Profund Advisors
Maryland
$7.25M -$36.1K -103 -0.5%
BCM
1119
Buckhead Capital Management
Georgia
$7.24M -$636K -1,817 -8%
BCM
1120
Brasada Capital Management
Texas
$7.22M -$221K -641 -3%
LIM
1121
Leavell Investment Management
Alabama
$7.19M +$803K +2,292 +13%
AAM
1122
AR Asset Management
California
$7.19M – – –
MCM
1123
Mitchell Capital Management
Kansas
$7.17M +$286K +817 +4%
HCA
1124
Harbor Capital Advisors
Illinois
$7.16M – – –
WA
1125
Waverly Advisors
Alabama
$7.13M +$23.1K +66 +0.3%
43 44
45
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