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 %
TFM
1376
TFC Financial Management
Massachusetts
$4.82M +$282K +805 +6%
FCAS
1377
First Command Advisory Services
Texas
$4.82M +$4.82M +13,746 New
GTAM
1378
Global Trust Asset Management
Florida
$4.81M +$71.8K +205 +2%
CFFP
1379
Center for Financial Planning
Michigan
$4.81M +$3.5K +10 +0.1%
DAM
1380
Delta Asset Management
Tennessee
$4.81M -$109K -310 -2%
HCA
1381
Horan Capital Advisors
Ohio
$4.8M -$156K -446 -3%
FSA
1382
Fort Sheridan Advisors
Illinois
$4.79M +$2.8K +8 +0.1%
JIP
1383
Jaffetilchin Investment Partners
Florida
$4.78M +$131K +374 +3%
SIG
1384
Sky Investment Group
Connecticut
$4.78M -$32.2K -92 -0.7%
PMFA
1385
Plante Moran Financial Advisors
Michigan
$4.77M -$65.5K -187 -1%
ACS
1386
Archford Capital Strategies
Illinois
$4.77M +$164K +468 +4%
AF
1387
Apexium Financial
Texas
$4.77M -$15.8K -45 -0.3%
CGA
1388
Crescent Grove Advisors
Illinois
$4.76M -$76K -217 -2%
SHWM
1389
Smith & Howard Wealth Management
Georgia
$4.76M -$828K -2,365 -15%
NF
1390
Nvest Financial
New Hampshire
$4.76M +$63.4K +181 +1%
TCM
1391
Traynor Capital Management
Pennsylvania
$4.76M +$167K +478 +4%
AAM
1392
Alphadyne Asset Management
New York
$4.75M +$3.92M +11,190 +471%
NSIM
1393
North Star Investment Management
Illinois
$4.75M -$15.1K -43 -0.3%
RA
1394
Royce & Associates
New York
$4.73M – – –
OFS
1395
Oldfather Financial Services
Nebraska
$4.71M -$49.7K -142 -1%
FHA
1396
Flagship Harbor Advisors
Massachusetts
$4.7M -$3.15K -9 -0.1%
CBTWT
1397
Community Bank & Trust (Waco, Texas)
Texas
$4.7M +$30.4K +114 +0.7%
PIA
1398
Perennial Investment Advisors
California
$4.7M -$37.1K -106 -0.8%
PTP
1399
Platform Technology Partners
New York
$4.67M +$523K +1,494 +13%
CQS
1400
Credential Qtrade Securities
$4.67M +$70.4K +201 +2%
54 55
56
57 58