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 %
HIP
1226
HUB Investment Partners
Texas
$6.51M +$1.41M +3,957 +28%
SWM
1227
Salvus Wealth Management
New Jersey
$6.49M -$141K -396 -2%
MHS
1228
M Holdings Securities
Oregon
$6.48M +$1.06M +2,959 +19%
BBA
1229
BLB&B Advisors
Pennsylvania
$6.48M -$56.7K -159 -0.9%
CAM
1230
Centre Asset Management
New York
$6.47M -$787K -2,206 -11%
SWC
1231
Spectrum Wealth Counsel
Indiana
$6.47M +$6.47M +18,143 New
SSA
1232
Sierra Summit Advisors
Nevada
$6.46M +$6.46M +18,126 New
BIMC
1233
Benson Investment Management Company
Virginia
$6.46M +$161K +452 +3%
SAS
1234
Stelac Advisory Services
New York
$6.46M -$98.3K -276 -1%
ACIM
1235
Azimuth Capital Investment Management
Michigan
$6.45M -$286K -803 -4%
MWA
1236
Moser Wealth Advisors
Washington
$6.45M +$1.78K +5 +0%
MMPW
1237
Mitchell McLeod Pugh & Williams
Alabama
$6.42M +$25K +70 +0.4%
SFI
1238
Siemens Fonds Invest
Germany
$6.41M +$1.7M +4,763 +36%
LFM
1239
LGT Fund Management
Liechtenstein
$6.4M -$687K -1,920 -10%
PP
1240
Pacifica Partners
Canada
$6.39M +$5.33K +15 +0.1%
KGC
1241
Kennon-Green & Company
Ohio
$6.38M -$193K -540 -3%
BAM
1242
Berkshire Asset Management
Pennsylvania
$6.37M -$22.8K -64 -0.4%
DWT
1243
Dorsey & Whitney Trust
South Dakota
$6.37M +$250K +700 +4%
AC
1244
AlphaCore Capital
California
$6.36M +$116K +326 +2%
CWA
1245
Clarity Wealth Advisors
California
$6.36M +$93.1K +261 +1%
TIM
1246
Tortoise Investment Management
New York
$6.36M -$31.4K -88 -0.5%
CWM
1247
Congress Wealth Management
Massachusetts
$6.35M +$1.33M +3,725 +26%
BONH
1248
Bank of New Hampshire
New Hampshire
$6.35M +$79.2K +222 +1%
TPI
1249
Trust Point Inc
Wisconsin
$6.35M +$6.35M +17,796 New
PK
1250
Pflug Koory
Nebraska
$6.34M -$2.14K -6 -0%
48 49
50
51 52