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 %
AAG
1201
Armstrong Advisory Group
Massachusetts
$6.44M -$44.1K -126 -0.7%
MYIA
1202
Mount Yale Investment Advisors
Colorado
$6.44M -$24.5K -70 -0.4%
SIG
1203
Sargent Investment Group
Maryland
$6.43M +$577K +1,648 +10%
BBA
1204
BLB&B Advisors
Pennsylvania
$6.42M +$5.26K +15 +0.1%
APC
1205
Asset Planning Corporation
Tennessee
$6.41M -$63.4K -181 -1%
LAM
1206
L2 Asset Management
Massachusetts
$6.4M -$281M -17,612 -98%
IAM
1207
Innovis Asset Management
Illinois
$6.39M +$1.61M +4,600 +34%
SRG
1208
SBB Research Group
Illinois
$6.39M – – –
GEA
1209
Glen Eagle Advisors
New Jersey
$6.36M +$234K +668 +4%
CM
1210
Cornerstone Management
Georgia
$6.34M -$16.5K -47 -0.3%
MWA
1211
Moser Wealth Advisors
Washington
$6.33M +$15.8K +45 +0.2%
OFA
1212
Oak Family Advisors
Illinois
$6.3M +$402K +1,147 +7%
BAM
1213
Berkshire Asset Management
Pennsylvania
$6.28M -$36.8K -105 -0.6%
MMPW
1214
Mitchell McLeod Pugh & Williams
Alabama
$6.28M +$278K +793 +5%
TIM
1215
Tortoise Investment Management
New York
$6.28M -$6.31K -18 -0.1%
GCGDR
1216
Geo Capital Gestora de Recursos
Brazil
$6.27M -$5.72M -16,341 -48%
HI
1217
Harbour Investments
Wisconsin
$6.25M +$2.44M +6,969 +64%
DLA
1218
Douglas Lane & Associates
New York
$6.24M -$48.7K -139 -0.8%
PK
1219
Pflug Koory
Nebraska
$6.22M -$68.3K -195 -1%
PP
1220
Pacifica Partners
Canada
$6.2M +$56.9K +165 +0.9%
FWSM
1221
First Wilshire Securities Management
California
$6.2M -$18.9K -54 -0.3%
RCWM
1222
Royal Capital Wealth Management
Indiana
$6.19M – – –
AP
1223
Appleton Partners
Massachusetts
$6.19M -$302K -862 -5%
BIMC
1224
Benson Investment Management Company
Virginia
$6.19M -$298K -850 -5%
JPWM
1225
Jamison Private Wealth Management
Georgia
$6.18M +$6.18M +17,653 New
47 48
49
50 51