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 %
ACIM
1176
Azimuth Capital Investment Management
Michigan
$6.61M -$21.7K -62 -0.3%
RCG
1177
Regatta Capital Group
California
$6.61M -$200K -572 -3%
1SB
1178
1ST Source Bank
Indiana
$6.61M +$225K +643 +4%
FA
1179
Fagan Associates
New York
$6.59M +$125K +356 +2%
GWS
1180
Glassman Wealth Services
Virginia
$6.58M +$477K +1,362 +8%
BFC
1181
Bedel Financial Consulting
Indiana
$6.57M +$55.7K +159 +0.9%
ZIM
1182
Zacks Investment Management
Illinois
$6.56M -$1.4K -4 -0%
GA
1183
Greytown Advisors
Florida
$6.56M +$410K +1,170 +7%
FIA
1184
Foundations Investment Advisors
Arizona
$6.55M +$1.85M +5,292 +39%
ONB
1185
Old National Bancorp
Indiana
$6.54M -$727K -2,074 -10%
LIA
1186
LS Investment Advisors
Michigan
$6.53M +$200K +570 +3%
ST
1187
Sabal Trust
Florida
$6.53M +$92.8K +265 +1%
DWP
1188
Destiny Wealth Partners
Florida
$6.53M +$167K +478 +3%
MF
1189
Montis Financial
Massachusetts
$6.52M -$137K -392 -2%
CI
1190
Cigna Investments
Connecticut
$6.52M -$889K -2,539 -12%
SWM
1191
Salvus Wealth Management
New Jersey
$6.51M +$24.2K +69 +0.4%
NP
1192
NorthRock Partners
Minnesota
$6.5M +$994K +2,837 +18%
CFM
1193
Capricorn Fund Managers
United Kingdom
$6.49M +$1.66M +4,740 +34%
WB
1194
WesBanco Bank
West Virginia
$6.49M -$171K -488 -3%
FPCP
1195
Fort Point Capital Partners
California
$6.46M -$734K -2,094 -10%
KGC
1196
Kennon-Green & Company
Ohio
$6.46M -$28.7K -82 -0.4%
SC
1197
Sepio Capital
Utah
$6.46M -$844K -2,409 -12%
CA
1198
Cambridge Advisors
Nebraska
$6.45M -$151K -431 -2%
RA
1199
RFG Advisory
Alabama
$6.45M +$276K +788 +4%
SAS
1200
Stelac Advisory Services
New York
$6.45M – – –
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