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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 %
CAAS
1301
Capital Asset Advisory Services
Michigan
$5.76M +$214K +599 +4%
BFA
1302
Benedict Financial Advisors
Georgia
$5.75M +$6.78K +19 +0.1%
MCM
1303
McDonough Capital Management
Florida
$5.74M -$57.4K -161 -1%
OPA
1304
Old Port Advisors
Maine
$5.73M +$33.2K +93 +0.6%
SF
1305
Summit Financial
New Jersey
$5.73M +$177K +497 +3%
Jacobs Levy Equity Management
1306
Jacobs Levy Equity Management
New Jersey
$5.71M -$5.7M -15,986 -50%
CFGS
1307
Concourse Financial Group Securities
Alabama
$5.71M +$34.6K +97 +0.6%
RAM
1308
RedJay Asset Management
Ontario, Canada
$5.71M +$5.71M +16,000 New
CAC
1309
Core Alternative Capital
Georgia
$5.69M +$82.7K +232 +1%
PVI
1310
Pine Valley Investments
New Jersey
$5.69M -$147K -411 -3%
AF
1311
Aldebaran Financial
$5.66M – – –
PCM
1312
Pointe Capital Management
Michigan
$5.64M – – –
CFG
1313
Cooper Financial Group
California
$5.63M -$139K -391 -2%
TFA
1314
Teamwork Financial Advisors
Texas
$5.61M -$4.2M -11,781 -43%
CI
1315
CX Institutional
Indiana
$5.59M -$52.4K -147 -0.9%
PFA
1316
Pure Financial Advisors
California
$5.57M +$2.27M +6,364 +69%
PJSIMP
1317
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.57M -$19.7K -51 -0.4%
BOSSRA
1318
B.O.S.S. Retirement Advisors
Utah
$5.57M +$1.05M +2,945 +23%
GWA
1319
GGM Wealth Advisors
Maryland
$5.57M +$1.61M +4,191 +41%
CSI
1320
Cross Staff Investments
New York
$5.56M -$8.92K -25 -0.2%
TBA
1321
Tower Bridge Advisors
Pennsylvania
$5.56M -$70.6K -198 -1%
ASFA
1322
All Season Financial Advisors
Colorado
$5.56M -$519K -1,454 -9%
AP
1323
Appleton Partners
Massachusetts
$5.56M -$749K -2,099 -12%
PTP
1324
Platform Technology Partners
New York
$5.55M +$248K +623 +5%
FNC
1325
First National Corp
Massachusetts
$5.55M +$5.55M +15,561 New
51 52
53
54 55