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 %
RCWM
1251
Royal Capital Wealth Management
Indiana
$6.31M – – –
OFA
1252
Oak Family Advisors
Illinois
$6.31M -$106K -297 -2%
DLA
1253
Douglas Lane & Associates
New York
$6.3M -$54.6K -153 -0.9%
FWSM
1254
First Wilshire Securities Management
California
$6.3M -$7.13K -20 -0.1%
JPWM
1255
Jamison Private Wealth Management
Georgia
$6.3M -$713 -2 -0%
TPWA
1256
TRUE Private Wealth Advisors
Oregon
$6.29M +$363K +1,019 +6%
WAP
1257
Wealthcare Advisory Partners
Pennsylvania
$6.26M +$207K +579 +3%
CC
1258
Codex Capital
New York
$6.25M +$401K +1,125 +7%
SCM
1259
Shorepath Capital Management
Utah
$6.25M +$6.25M +17,524 New
IAIM
1260
International Assets Investment Management
Florida
$6.24M +$234K +655 +4%
CWM
1261
Connecticut Wealth Management
Connecticut
$6.24M +$2.45M +6,870 +65%
TC
1262
Telemus Capital
Michigan
$6.21M -$756K -2,120 -11%
CM
1263
Cornerstone Management
Georgia
$6.21M -$237K -665 -4%
PBC
1264
Pavion Blue Capital
California
$6.21M -$42.1K -118 -0.7%
AF
1265
Apexium Financial
Texas
$6.19M +$1.34M +3,751 +28%
CWM
1266
Circle Wealth Management
New Jersey
$6.14M +$49.6K +139 +0.8%
TI
1267
Truepoint Inc
Ohio
$6.13M +$233K +423 +4%
TIM
1268
Tevis Investment Management
Texas
$6.13M +$423K +1,187 +7%
ACM
1269
Alpha Capital Management
Texas
$6.13M -$24.6K -69 -0.4%
BA
1270
Birinyi Associates
Connecticut
$6.1M +$269K +755 +5%
APP
1271
Avantax Planning Partners
Iowa
$6.08M +$33.2K +93 +0.5%
UOTTAIMCU
1272
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6.07M +$5.99M +16,794 +7,146%
TCA
1273
Taconic Capital Advisors
New York
$6.06M – – –
OCM
1274
Olstein Capital Management
New York
$6.06M – – –
VLC
1275
Van Leeuwen & Company
New Jersey
$6.04M -$14.3K -40 -0.2%
49 50
51
52 53