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 %
CHA
1126
Carmichael Hill & Associates
Maryland
$7.13M -$9.81K -28 -0.1%
CAM
1127
Centre Asset Management
New York
$7.13M -$250K -713 -3%
JSC
1128
Jackson Square Capital
California
$7.13M +$249K +711 +4%
HCM
1129
Harvey Capital Management
Florida
$7.12M -$3.5K -10 -0%
GFL
1130
Granite FO LLC
New Hampshire
$7.1M +$17.5K +50 +0.2%
CIC
1131
Crawford Investment Counsel
Georgia
$7.09M +$325K +928 +5%
MFA
1132
Mayflower Financial Advisors
Massachusetts
$7.09M +$76.4K +218 +1%
FFA
1133
Farther Finance Advisors
California
$7.08M -$1.14M -3,248 -14%
KWA
1134
Kellett Wealth Advisors
Ohio
$7.07M -$28K -80 -0.4%
MP
1135
McDonald Partners
Ohio
$7.07M +$55K +157 +0.8%
FFA
1136
Fairfield Financial Advisors
Massachusetts
$7.04M +$71.5K +204 +1%
MNBTD
1137
Moody National Bank Trust Division
Texas
$7.04M +$116K +330 +2%
RDIA
1138
RE Dickinson Investment Advisors
Iowa
$7.03M +$137K +391 +2%
FI
1139
Financial Insights
Washington
$7.02M -$191K -560 -3%
NW
1140
NewEdge Wealth
Pennsylvania
$7.02M +$1.22M +3,495 +21%
MCCA
1141
Mill Creek Capital Advisors
Pennsylvania
$7.02M -$314K -897 -4%
CGL
1142
Clarius Group LLC
Washington
$6.99M -$1.56M -4,461 -18%
BRM
1143
Boston Research & Management
Massachusetts
$6.99M -$31.5K -90 -0.4%
MAS
1144
Meeder Advisory Services
Ohio
$6.99M -$835K -2,383 -11%
TPCW
1145
TD Private Client Wealth
New York
$6.97M -$761K -2,172 -10%
HTI
1146
Hikari Tsushin Inc
Japan
$6.97M +$1.17M +3,340 +20%
SWA
1147
Stratos Wealth Advisors
Ohio
$6.97M +$1.21M +3,449 +21%
TF
1148
Tompkins Financial
New York
$6.96M +$71.1K +203 +1%
DWM
1149
Destination Wealth Management
California
$6.96M -$341K -974 -5%
FG
1150
Foster Group
Iowa
$6.93M +$80.9K +231 +1%
44 45
46
47 48