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 %
RAM
1151
Redmond Asset Management
Virginia
$6.92M -$13.3K -38 -0.2%
MWM
1152
Marietta Wealth Management
Georgia
$6.92M -$340K -972 -5%
PP
1153
PDS Planning
Ohio
$6.91M +$93.9K +268 +1%
SLA
1154
Silver Lake Advisory
Utah
$6.91M – – –
MHIC
1155
Marble Harbor Investment Counsel
Massachusetts
$6.91M -$160K -458 -2%
LFM
1156
LGT Fund Management
Liechtenstein
$6.9M +$449K +1,290 +7%
DWM
1157
Drive Wealth Management
Utah
$6.89M +$11.9K +34 +0.2%
ETC
1158
Exchange Traded Concepts
Oklahoma
$6.89M +$6.81M +19,446 +9,003%
SAM
1159
Strategy Asset Managers
California
$6.87M -$421K -1,201 -6%
CP
1160
Clayton Partners
California
$6.86M +$175K +500 +3%
TC
1161
Telemus Capital
Michigan
$6.85M -$954K -2,723 -12%
CAC
1162
Certified Advisory Corp
Florida
$6.83M -$437K -1,248 -6%
GAM
1163
Grandview Asset Management
Pennsylvania
$6.81M +$6.81M +19,452 New
FM
1164
Family Management
New York
$6.81M -$1.3M -3,712 -16%
CW
1165
CreativeOne Wealth
Kansas
$6.75M +$2.56M +7,308 +61%
ISB
1166
Iowa State Bank
Iowa
$6.75M +$77.4K +221 +1%
AC
1167
Abbrea Capital
California
$6.74M +$152K +434 +2%
BIM
1168
Baldwin Investment Management
Pennsylvania
$6.73M +$27K +77 +0.4%
EIP
1169
Ellis Investment Partners
Pennsylvania
$6.71M – – –
CCA
1170
Checchi Capital Advisers
California
$6.69M -$512K -1,461 -7%
WC
1171
Woodstock Corp
Massachusetts
$6.68M +$38.9K +111 +0.6%
SVWAG
1172
Sound View Wealth Advisors Group
Georgia
$6.68M +$497K +1,420 +8%
SVCP
1173
Silicon Valley Capital Partners
California
$6.66M +$1.23M +3,518 +23%
WA
1174
WBH Advisory
Maryland
$6.65M +$98.1K +280 +1%
BIC
1175
Beach Investment Counsel
Pennsylvania
$6.62M +$718K +2,050 +12%
45 46
47
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