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 %
CWA
1226
Clarity Wealth Advisors
California
$6.16M +$115K +327 +2%
BONH
1227
Bank of New Hampshire
New Hampshire
$6.16M -$78.8K -225 -1%
PBC
1228
Pavion Blue Capital
California
$6.14M -$39.2K -112 -0.6%
AC
1229
AlphaCore Capital
California
$6.14M -$23.8K -68 -0.4%
DCM
1230
Donaldson Capital Management
Indiana
$6.09M +$54.6K +156 +0.9%
NIM
1231
NEOS Investment Management
Connecticut
$6.09M +$6.09M +17,380 New
TNBTD
1232
Trustmark National Bank Trust Department
Mississippi
$6.07M +$4.2K +12 +0.1%
ACM
1233
Alpha Capital Management
Texas
$6.04M +$427K +1,219 +8%
IAIM
1234
International Assets Investment Management
Florida
$6.03M +$886K +2,477 +17%
HDIM
1235
Hanson & Doremus Investment Management
Vermont
$6.02M +$83.7K +239 +1%
DWT
1236
Dorsey & Whitney Trust
South Dakota
$6.01M +$16.1K +46 +0.3%
AG
1237
Ascent Group
Virginia
$6M -$3.56M -10,223 -37%
ACM
1238
AKRE Capital Management
Virginia
$5.99M -$1.4K -4 -0%
WG
1239
Watchman Group
Texas
$5.99M +$701 +2 +0%
CWM
1240
Circle Wealth Management
New Jersey
$5.98M +$385K +1,098 +7%
ASFA
1241
All Season Financial Advisors
Colorado
$5.97M -$534K -1,524 -8%
BWP
1242
Baldwin Wealth Partners
Massachusetts
$5.96M +$7.01K +20 +0.1%
BOH
1243
Bank of Hawaii
Hawaii
$5.96M +$529K +1,510 +10%
TCA
1244
Taconic Capital Advisors
New York
$5.96M – – –
OCM
1245
Olstein Capital Management
New York
$5.96M +$2.1M +6,000 +55%
CWA
1246
CJM Wealth Advisers
Virginia
$5.95M +$50.8K +145 +0.9%
APP
1247
Avantax Planning Partners
Iowa
$5.94M +$627K +1,790 +12%
VLC
1248
Van Leeuwen & Company
New Jersey
$5.94M +$9.11K +26 +0.2%
WAP
1249
Wealthcare Advisory Partners
Pennsylvania
$5.94M -$10.2K -29 -0.2%
HIMC
1250
Heritage Investors Management Corp
Maryland
$5.93M -$269K -769 -4%
48 49
50
51 52