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 %
LC
1301
Lindbrook Capital
California
$5.42M +$473K +1,350 +10%
EW
1302
Evoke Wealth
California
$5.42M +$266K +759 +5%
PL
1303
Plancorp LLC
Missouri
$5.41M +$344K +982 +7%
CAAS
1304
Capital Asset Advisory Services
Michigan
$5.41M +$441K +1,267 +9%
MA
1305
MONECO Advisors
Connecticut
$5.41M +$702K +2,003 +15%
RB
1306
Richmond Brothers
Michigan
$5.41M -$974K -2,781 -15%
BFC
1307
Blue Fin Capital
Rhode Island
$5.4M +$11.2K +32 +0.2%
CF
1308
Centaurus Financial
California
$5.4M +$414K +1,183 +8%
BDWCC
1309
B&D White Capital Company
Texas
$5.38M +$201K +575 +4%
RSWM
1310
Robertson Stephens Wealth Management
California
$5.37M +$1.37M +3,905 +34%
BFA
1311
Bragg Financial Advisors
North Carolina
$5.35M -$81.6K -233 -2%
GC
1312
Grimes & Company
Massachusetts
$5.35M +$14.4K +41 +0.3%
GSEP
1313
Golden State Equity Partners
California
$5.35M +$43.1K +123 +0.8%
MHS
1314
M Holdings Securities
Oregon
$5.33M -$19.3K -55 -0.4%
CNFG
1315
Creegan & Nassoura Financial Group
New Hampshire
$5.33M -$177K -505 -3%
LMKC
1316
L.M. Kohn & Company
Ohio
$5.33M +$27.3K +78 +0.5%
DIA
1317
Dana Investment Advisors
Wisconsin
$5.32M +$883K +2,522 +20%
NP
1318
Nilsine Partners
Colorado
$5.31M +$190K +541 +4%
III
1319
Independent Investors Inc
New York
$5.3M -$70.1K -200 -1%
FPB
1320
First PREMIER Bank
South Dakota
$5.3M -$85.8K -245 -2%
PAM
1321
Pegasus Asset Management
New York
$5.3M +$52.9K +151 +1%
SC
1322
Stephens Consulting
Michigan
$5.28M +$412K +1,176 +8%
TPA
1323
Trivium Point Advisory
Connecticut
$5.28M -$98.1K -286 -2%
JFGIW
1324
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.27M -$5.26K -15 -0.1%
GL
1325
Graypoint LLC
New York
$5.27M +$381K +1,087 +8%
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