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 %
GCM
1251
Glynn Capital Management
California
$5.92M – – –
BCM
1252
Beddow Capital Management
Wyoming
$5.91M -$115K -329 -2%
ORAM
1253
One River Asset Management
Connecticut
$5.88M +$5.88M +16,695 New
BCM
1254
BlueCrest Capital Management
Jersey
$5.87M +$3.73M +10,646 +174%
TI
1255
Truepoint Inc
Ohio
$5.87M +$1.55M +2,831 +36%
LWANC
1256
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.87M -$76.7K -219 -1%
TA
1257
Tiedemann Advisors
New York
$5.86M +$128K +366 +2%
LS
1258
Leelyn Smith
Illinois
$5.85M -$156K -444 -3%
HT
1259
Heritage Trust
Oklahoma
$5.83M -$58.5K -167 -1%
TPWA
1260
TRUE Private Wealth Advisors
Oregon
$5.82M +$136K +389 +2%
SCA
1261
Sander Capital Advisors
Washington
$5.82M – – –
PRIG
1262
Payden & Rygel Investment Group
California
$5.82M +$5.82M +16,600 New
PR
1263
Payden & Rygel
California
$5.82M +$5.82M +16,600 New
LSPW
1264
Lake Street Private Wealth
Illinois
$5.8M +$11.1K +31 +0.2%
CC
1265
Codex Capital
New York
$5.74M – – –
PVI
1266
Pine Valley Investments
New Jersey
$5.73M +$321K +915 +6%
BA
1267
Birinyi Associates
Connecticut
$5.73M +$17.5K +50 +0.3%
FGP
1268
Foyston, Gordon, & Payne
Ontario, Canada
$5.72M – – –
MCM
1269
McDonough Capital Management
Florida
$5.7M +$47.7K +136 +0.8%
3IP
1270
3Chopt Investment Partners
Virginia
$5.7M +$50.8K +145 +0.9%
AWA
1271
Arkadios Wealth Advisors
Georgia
$5.69M +$313K +894 +6%
Capstone Investment Advisors
1272
Capstone Investment Advisors
New York
$5.67M +$5.67M +16,200 New
KWA
1273
Kingswood Wealth Advisors
California
$5.67M -$3.09M -2,409 -35%
LHC
1274
Little House Capital
Massachusetts
$5.67M +$1.85M +5,293 +49%
CFG
1275
Cooper Financial Group
California
$5.67M -$120K -343 -2%
49 50
51
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