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 %
NW
1101
NewEdge Wealth
Pennsylvania
$8.05M +$901K +2,527 +13%
MPM
1102
Meritage Portfolio Management
Kansas
$8.05M +$231K +647 +3%
BSI
1103
Bennett Selby Investments
Maine
$8.02M +$98.1K +275 +1%
IB
1104
Intrust Bank
Kansas
$8.02M -$257K -720 -3%
PWP
1105
Principle Wealth Partners
Connecticut
$8.01M +$175K +490 +2%
LIM
1106
Leavell Investment Management
Alabama
$8M +$678K +1,900 +9%
CCT
1107
Chemung Canal Trust
New York
$7.98M +$75.6K +212 +1%
EM
1108
Excalibur Management
Massachusetts
$7.98M +$13.9K +39 +0.2%
SIA
1109
SeaBridge Investment Advisors
New Jersey
$7.96M +$555K +1,555 +7%
ECG
1110
Edge Capital Group
Georgia
$7.93M +$15.3K +43 +0.2%
TC
1111
TAGStone Capital
North Carolina
$7.87M +$106K +296 +1%
BA
1112
Bristlecone Advisors
Washington
$7.87M +$310K +868 +4%
FB
1113
Fulton Bank
Pennsylvania
$7.86M -$87K -244 -1%
MIP
1114
Marietta Investment Partners
Wisconsin
$7.86M – – –
SIA
1115
Schechter Investment Advisors
Michigan
$7.8M -$300K -841 -4%
QCG
1116
Quadrant Capital Group
Ohio
$7.79M +$181K +508 +2%
MMA
1117
Miracle Mile Advisors
California
$7.79M +$76.7K +215 +1%
BCM
1118
Buckhead Capital Management
Georgia
$7.78M +$406K +1,137 +5%
HTI
1119
Hikari Tsushin Inc
Japan
$7.77M +$678K +1,900 +10%
HIC
1120
Hartline Investment Corp
Illinois
$7.74M +$282K +792 +4%
LAM
1121
Lakewood Asset Management
Illinois
$7.69M -$173K -485 -2%
DIM
1122
Delta Investment Management
California
$7.69M +$13.9K +39 +0.2%
TF
1123
Trek Financial
Arizona
$7.68M -$939K -2,632 -11%
TCA
1124
Transcend Capital Advisors
New Jersey
$7.68M +$29.2K +82 +0.4%
PL
1125
Parkwood LLC
Ohio
$7.68M -$503K -1,409 -6%
43 44
45
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