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 %
ACA
1401
Atlas Capital Advisors
Wyoming
$4.66M -$132K -376 -3%
GIP
1402
Granite Investment Partners
California
$4.66M – – –
SFI
1403
Siemens Fonds Invest
Germany
$4.63M +$57.4K +164 +1%
GWSG
1404
GPS Wealth Strategies Group
Colorado
$4.62M +$190K +543 +4%
NEI
1405
Northwest & Ethical Investments
Ontario, Canada
$4.62M +$4.62M +13,193 New
HWA
1406
Hillcrest Wealth Advisors
New Jersey
$4.62M – – –
SIAG
1407
Signet Investment Advisory Group
Rhode Island
$4.61M +$284K +812 +7%
ADL
1408
Asset Dedication LLC
California
$4.61M +$404K +1,158 +10%
BA
1409
Bellwether Advisors
Nebraska
$4.61M +$91.4K +261 +2%
BFW
1410
Brady Family Wealth
Missouri
$4.61M -$173K -493 -4%
CAM
1411
Costello Asset Management
Pennsylvania
$4.61M +$201K +574 +5%
FBA
1412
Front Barnett Associates
Illinois
$4.6M – – –
AUB
1413
Atlantic Union Bankshares
Virginia
$4.6M -$538K -1,537 -10%
CPA
1414
Cardiff Park Advisors
California
$4.6M +$94.6K +270 +2%
JC
1415
Jacobs & Co
California
$4.6M +$24.2K +69 +0.5%
CH
1416
Canton Hathaway
Rhode Island
$4.58M -$153K -437 -3%
KF
1417
Krilogy Financial
Missouri
$4.58M +$162K +463 +4%
NFG
1418
Nadler Financial Group
Illinois
$4.57M – – –
CCT
1419
Capital City Trust
Florida
$4.56M -$391K -1,115 -8%
LA
1420
Lynch & Associates
Indiana
$4.55M +$252K +719 +6%
SC
1421
Samjo Capital
New York
$4.55M +$4.55M +12,985 New
SWP
1422
Strategic Wealth Partners
Ohio
$4.54M -$173K -495 -4%
CFO
1423
CVA Family Office
Colorado
$4.53M +$84.1K +240 +2%
AAM
1424
Advisors Asset Management
Colorado
$4.53M -$124K -355 -3%
CCG
1425
Cloverfields Capital Group
Minnesota
$4.53M +$307K +875 +7%
55 56
57
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