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 %
PWS
1276
Peterson Wealth Services
Utah
$5.67M +$106K +301 +2%
BFA
1277
Benedict Financial Advisors
Georgia
$5.64M +$140K +401 +3%
TIM
1278
Tevis Investment Management
Texas
$5.61M -$51.8K -148 -0.9%
SACTSONJ
1279
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.6M -$596K -1,700 -10%
OPA
1280
Old Port Advisors
Maine
$5.6M +$5.6M +15,982 New
ACP
1281
Aviance Capital Partners
Florida
$5.6M – – –
CFGS
1282
Concourse Financial Group Securities
Alabama
$5.57M +$275K +786 +5%
AF
1283
Aldebaran Financial
$5.56M -$219K -625 -4%
GCIM
1284
Gunn & Company Investment Management
Florida
$5.55M +$5.55M +15,834 New
CI
1285
CX Institutional
Indiana
$5.55M -$1.35M -3,865 -20%
PCM
1286
Pointe Capital Management
Michigan
$5.54M -$26.3K -75 -0.5%
EWA
1287
Evolution Wealth Advisors
Florida
$5.54M +$8.41K +24 +0.2%
TBA
1288
Tower Bridge Advisors
Pennsylvania
$5.53M +$42.4K +121 +0.8%
JFG
1289
Jefferies Financial Group
New York
$5.53M -$14M -39,999 -72%
FHA
1290
First Horizon Advisors
Tennessee
$5.52M -$672K -1,918 -11%
CAC
1291
Core Alternative Capital
Georgia
$5.51M +$367K +1,049 +7%
SNBOSCI
1292
Security National Bank of Sioux City Iowa
Iowa
$5.49M -$49.7K -142 -0.9%
BP
1293
BBR Partners
New York
$5.48M +$475K +1,355 +9%
CSI
1294
Cross Staff Investments
New York
$5.47M -$72.9K -208 -1%
LC
1295
Lavaca Capital
Texas
$5.47M +$32.9K +94 +0.6%
SF
1296
Summit Financial
New Jersey
$5.45M +$66.2K +189 +1%
AF
1297
Arrow Financial
New York
$5.45M -$444K -1,268 -8%
CWG
1298
Cornerstone Wealth Group
North Carolina
$5.45M +$1.22M +3,490 +29%
AWAG
1299
ARS Wealth Advisors Group
Florida
$5.44M -$242K -692 -4%
VHAM
1300
Van Hulzen Asset Management
California
$5.43M +$23.1K +66 +0.4%
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