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 %
AAM
1151
AR Asset Management
California
$7.32M – – –
PP
1152
PDS Planning
Ohio
$7.3M +$264K +740 +4%
HCA
1153
Harbor Capital Advisors
Illinois
$7.29M +$1.43K +4 +0%
CAC
1154
Certified Advisory Corp
Florida
$7.28M +$327K +917 +5%
FI
1155
Financial Insights
Washington
$7.28M -$63.5K -178 -0.9%
FLPIM
1156
F.L. Putnam Investment Management
Massachusetts
$7.25M -$287K -805 -4%
GFL
1157
Granite FO LLC
New Hampshire
$7.23M – – –
MFA
1158
Mayflower Financial Advisors
Massachusetts
$7.23M +$15.7K +44 +0.2%
FFA
1159
Fairfield Financial Advisors
Massachusetts
$7.23M +$62.1K +174 +0.9%
HCM
1160
Harvey Capital Management
Florida
$7.23M -$17.8K -50 -0.2%
AG
1161
Ascent Group
Virginia
$7.23M +$377K +949 +6%
RCA
1162
Resonant Capital Advisors
Wisconsin
$7.21M -$436K -1,222 -6%
HIMC
1163
Heritage Investors Management Corp
Maryland
$7.2M +$1.17M +3,271 +19%
CIC
1164
Crawford Investment Counsel
Georgia
$7.17M -$48.1K -135 -0.7%
BRM
1165
Boston Research & Management
Massachusetts
$7.17M +$53.9K +151 +0.8%
TF
1166
Tompkins Financial
New York
$7.17M +$79.9K +224 +1%
CHA
1167
Carmichael Hill & Associates
Maryland
$7.16M -$102K -285 -1%
HI
1168
Harbour Investments
Wisconsin
$7.15M +$782K +2,192 +12%
KWA
1169
Kellett Wealth Advisors
Ohio
$7.12M -$83.1K -233 -1%
QWP
1170
Quotient Wealth Partners
Texas
$7.11M +$7.11M +19,934 New
CCFCSB
1171
Cape Cod Five Cents Savings Bank
Massachusetts
$7.1M -$7.89M -22,115 -53%
MP
1172
McDonald Partners
Ohio
$7.09M -$103K -288 -1%
MCCA
1173
Mill Creek Capital Advisors
Pennsylvania
$7.09M -$55.3K -155 -0.8%
MWM
1174
Marietta Wealth Management
Georgia
$7.08M +$29.6K +83 +0.4%
DCM
1175
Donaldson Capital Management
Indiana
$7.04M +$837K +2,348 +13%
45 46
47
48 49