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 %
RFWA
1326
RPg Family Wealth Advisory
Massachusetts
$5.25M +$293K +836 +6%
VCA
1327
Verdence Capital Advisors
Maryland
$5.24M +$371K +1,058 +8%
CA
1328
Continuum Advisory
Idaho
$5.24M -$203K -579 -4%
PCP
1329
Proficio Capital Partners
Massachusetts
$5.23M +$69K +197 +1%
LA
1330
LVW Advisors
New York
$5.23M -$765K -2,183 -13%
BTWM
1331
Baker Tilly Wealth Management
Wisconsin
$5.22M -$1.51M -4,305 -22%
SNBOSD
1332
Security National Bank of So Dak
Iowa
$5.22M -$91.1K -260 -2%
CWM
1333
Calamos Wealth Management
Illinois
$5.21M -$160K -457 -3%
AA
1334
Apriem Advisors
California
$5.2M +$38.9K +111 +0.8%
QCM
1335
Qsemble Capital Management
New York
$5.2M +$5.2M +14,850 New
HCP
1336
Holt Capital Partners
Texas
$5.19M -$12.3K -35 -0.2%
HNW
1337
High Note Wealth
Minnesota
$5.19M +$168K +480 +3%
PIA
1338
Pinion Investment Advisors
Kansas
$5.18M -$85.8K -245 -2%
KP
1339
Kiltearn Partners
United Kingdom
$5.16M -$20.7M -59,177 -80%
SIA
1340
Soltis Investment Advisors
Utah
$5.16M -$149K -424 -3%
4WM
1341
4J Wealth Management
Virginia
$5.15M -$35.7K -102 -0.7%
MCA
1342
MSH Capital Advisors
Arizona
$5.15M +$202K +577 +4%
KC
1343
Knuff & Co
California
$5.15M -$29.4K -84 -0.6%
SFS
1344
Stiles Financial Services
Minnesota
$5.11M +$314K +895 +7%
SLI
1345
Sumitomo Life Insurance
Japan
$5.1M -$67.3K -192 -1%
PB
1346
Pinnacle Bancorp
Nebraska
$5.1M -$311K -888 -6%
WT
1347
Washington Trust
Rhode Island
$5.07M -$46.9K -134 -0.9%
WA
1348
Waddell & Associates
Tennessee
$5.07M -$17.5K -50 -0.3%
WP
1349
Westmount Partners
California
$5.05M +$39.2K +112 +0.8%
MECA
1350
Miller Equity Capital Advisors
Texas
$5.04M – – –
52 53
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