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 %
MIM
1176
Moseley Investment Management
Florida
$7.02M -$752K -2,108 -10%
SLA
1177
Silver Lake Advisory
Utah
$7.02M -$21.4K -60 -0.3%
ISB
1178
Iowa State Bank
Iowa
$7.01M +$143K +402 +2%
MHIC
1179
Marble Harbor Investment Counsel
Massachusetts
$7.01M -$25K -70 -0.4%
SAM
1180
Strategy Asset Managers
California
$7M +$13.6K +38 +0.2%
CP
1181
Clayton Partners
California
$6.99M +$10.3K +29 +0.1%
FA
1182
Fagan Associates
New York
$6.95M +$241K +675 +4%
FG
1183
Foster Group
Iowa
$6.93M – – –
LAM
1184
L2 Asset Management
Massachusetts
$6.92M +$6.78M +18,997 +4,737%
CCA
1185
Checchi Capital Advisers
California
$6.92M +$108K +303 +2%
MF
1186
Montis Financial
Massachusetts
$6.91M +$270K +757 +4%
DWM
1187
Drive Wealth Management
Utah
$6.91M -$105K -293 -1%
FM
1188
Family Management
New York
$6.9M -$32.8K -92 -0.5%
EIP
1189
Easterly Investment Partners
Massachusetts
$6.89M +$5.53M +15,493 +404%
AC
1190
Abbrea Capital
California
$6.89M +$26.8K +75 +0.4%
RAM
1191
Redmond Asset Management
Virginia
$6.89M -$160K -448 -2%
WC
1192
Woodstock Corp
Massachusetts
$6.85M +$50.3K +141 +0.7%
SIG
1193
Sargent Investment Group
Maryland
$6.84M +$296K +830 +5%
TNBTD
1194
Trustmark National Bank Trust Department
Mississippi
$6.83M +$659K +1,849 +11%
ST
1195
Sabal Trust
Florida
$6.83M +$182K +511 +3%
LIA
1196
LS Investment Advisors
Michigan
$6.83M +$180K +505 +3%
EIP
1197
Ellis Investment Partners
Pennsylvania
$6.81M -$21K -59 -0.3%
SVWAG
1198
Sound View Wealth Advisors Group
Georgia
$6.8M +$3.92K +11 +0.1%
RIA
1199
Regal Investment Advisors
Michigan
$6.78M +$1.66M +4,649 +32%
BP
1200
BBR Partners
New York
$6.77M +$1.18M +3,322 +21%
46 47
48
49 50