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 %
RIA
1351
Regal Investment Advisors
Michigan
$5.03M +$348K +992 +7%
XWM
1352
Xcel Wealth Management
Florida
$5.02M -$80.9K -231 -2%
HIP
1353
HUB Investment Partners
Texas
$5M +$1.84M +5,244 +58%
QCMNJ
1354
Quantum Capital Management (New Jersey)
New Jersey
$5M +$150K +428 +3%
GCA
1355
Genesee Capital Advisors
New York
$5M -$102K -291 -2%
TL
1356
Tradewinds LLC
North Carolina
$4.99M -$80.2K -229 -2%
TSS
1357
Thomas Story & Son
Indiana
$4.99M -$180K -515 -3%
BWM
1358
BNC Wealth Management
Oregon
$4.98M +$111K +318 +2%
SC
1359
Slow Capital
California
$4.97M +$267K +761 +6%
MC
1360
Martin & Co
Tennessee
$4.94M -$27.3K -78 -0.5%
WDA
1361
Wendell David Associates
New Hampshire
$4.94M +$180K +515 +4%
CWM
1362
Congress Wealth Management
Massachusetts
$4.93M +$623K +1,778 +14%
MYLI
1363
Meiji Yasuda Life Insurance
Japan
$4.92M +$988K +2,820 +25%
PJSIMP
1364
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.91M -$56.2K -166 -1%
CHC
1365
City Holding Co
West Virginia
$4.9M +$288K +821 +6%
BZWA
1366
Blue Zone Wealth Advisors
California
$4.89M +$2.26M +6,446 +86%
SCM
1367
Stevens Capital Management
Pennsylvania
$4.87M +$4.87M +13,909 New
QI
1368
Qtron Investments
Massachusetts
$4.87M +$248K +708 +5%
UWM
1369
Udine Wealth Management
Florida
$4.85M +$292K +833 +6%
CA
1370
Carson Advisory
Georgia
$4.84M +$178K +509 +4%
TLP
1371
Trinity Legacy Partners
Texas
$4.84M -$1.1M -3,137 -19%
RAM
1372
RK Asset Management
Michigan
$4.84M -$82.3K -235 -2%
CAM
1373
Cozad Asset Management
Illinois
$4.83M – – –
SA
1374
Strategic Advisors
New York
$4.82M -$144K -411 -3%
PF
1375
Phoenix Financial
Israel
$4.82M +$4.82M +13,641 New
53 54
55
56 57