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 %
SGI
1351
Summit Global Investments
Utah
$5.39M +$1.01M +2,845 +23%
FPB
1352
First PREMIER Bank
South Dakota
$5.38M -$15.7K -44 -0.3%
Walleye Capital
1353
Walleye Capital
New York
$5.38M +$5.38M +15,071 New
SNBOSD
1354
Security National Bank of So Dak
Iowa
$5.36M +$48.1K +135 +0.9%
KC
1355
Knuff & Co
California
$5.36M +$118K +332 +2%
CWA
1356
CJM Wealth Advisers
Virginia
$5.35M -$708K -1,984 -12%
AWAG
1357
ARS Wealth Advisors Group
Florida
$5.34M -$200K -560 -4%
CWM
1358
Calamos Wealth Management
Illinois
$5.33M +$29.6K +83 +0.6%
ACP
1359
Aviance Capital Partners
Florida
$5.33M -$366K -1,025 -6%
BWM
1360
BNC Wealth Management
Oregon
$5.33M +$259K +726 +5%
AA
1361
Apriem Advisors
California
$5.33M +$28.2K +79 +0.5%
CHC
1362
City Holding Co
West Virginia
$5.32M +$338K +949 +7%
RAM
1363
RK Asset Management
Michigan
$5.32M +$398K +1,116 +8%
LWL
1364
Leo Wealth LLC
Texas
$5.32M +$5.32M +13,908 New
DIA
1365
Dana Investment Advisors
Wisconsin
$5.32M -$102K -286 -2%
EWA
1366
Evolution Wealth Advisors
Florida
$5.31M -$325K -911 -6%
LAM
1367
Lummis Asset Management
Texas
$5.3M +$5.3M +14,869 New
LA
1368
LVW Advisors
New York
$5.29M -$28.5K -80 -0.5%
AL
1369
ACAS LLC
California
$5.29M +$754K +2,114 +17%
AAMU
1370
AEGON Asset Management (UK)
United Kingdom
$5.28M +$5.28M +14,791 New
BIC
1371
Beach Investment Counsel
Pennsylvania
$5.28M -$1.46M -4,102 -22%
MECA
1372
Miller Equity Capital Advisors
Texas
$5.27M +$136K +380 +3%
PIA
1373
Pinion Investment Advisors
Kansas
$5.27M -$11.4K -32 -0.2%
RB
1374
Richmond Brothers
Michigan
$5.26M -$250K -701 -5%
HCP
1375
Holt Capital Partners
Texas
$5.26M -$32.1K -90 -0.6%
53 54
55
56 57