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 %
PL
1326
Plancorp LLC
Missouri
$5.55M +$33.5K +94 +0.6%
HNW
1327
High Note Wealth
Minnesota
$5.55M +$261K +733 +5%
LSIA
1328
LaSalle St. Investment Advisors
Illinois
$5.51M +$1.66M +465 +43%
MA
1329
MONECO Advisors
Connecticut
$5.5M -$10.7K -30 -0.2%
EPW
1330
Evergreen Private Wealth
Colorado
$5.5M +$5.5M +15,416 New
WT
1331
Washington Trust
Rhode Island
$5.49M +$333K +933 +6%
AF
1332
Arrow Financial
New York
$5.49M -$57.8K -162 -1%
NP
1333
Nilsine Partners
Colorado
$5.49M +$87K +244 +2%
PCP
1334
Proficio Capital Partners
Massachusetts
$5.49M +$161K +451 +3%
VCA
1335
Verdence Capital Advisors
Maryland
$5.49M +$147K +411 +3%
LMKC
1336
L.M. Kohn & Company
Ohio
$5.48M +$62.1K +174 +1%
TPA
1337
Trivium Point Advisory
Connecticut
$5.48M -$5.71K -16 -0.1%
HWA
1338
HCR Wealth Advisors
California
$5.46M +$1.43M +4,005 +35%
VHAM
1339
Van Hulzen Asset Management
California
$5.45M -$82.4K -231 -1%
GSEP
1340
Golden State Equity Partners
California
$5.44M -$7.13K -20 -0.1%
SACTSONJ
1341
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.44M -$267K -750 -5%
CW
1342
Channel Wealth
California
$5.43M +$1.39M +3,905 +34%
PAM
1343
Pegasus Asset Management
New York
$5.43M +$35.7K +100 +0.7%
SFS
1344
Stiles Financial Services
Minnesota
$5.42M +$220K +616 +4%
GCA
1345
Genesee Capital Advisors
New York
$5.42M +$335K +938 +7%
CNFG
1346
Creegan & Nassoura Financial Group
New Hampshire
$5.42M -$8.92K -25 -0.2%
PFGIA
1347
Patriot Financial Group Insurance Agency
Massachusetts
$5.4M +$1.06M +2,970 +24%
BFC
1348
Blue Fin Capital
Rhode Island
$5.4M -$95.6K -268 -2%
III
1349
Independent Investors Inc
New York
$5.4M – – –
RFWA
1350
RPg Family Wealth Advisory
Massachusetts
$5.39M +$41.7K +117 +0.8%
52 53
54
55 56