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 %
SC
1401
Slow Capital
California
$5.06M -$1.07K -3 -0%
UWM
1402
Udine Wealth Management
Florida
$5.06M +$120K +336 +2%
XWM
1403
Xcel Wealth Management
Florida
$5.05M -$60.6K -170 -1%
VWA
1404
Visionary Wealth Advisors
Illinois
$5.05M +$535K +1,501 +12%
JIP
1405
Jaffetilchin Investment Partners
Florida
$5.03M +$165K +464 +3%
SAG
1406
SageView Advisory Group
California
$5.03M +$624K +1,611 +14%
QCMNJ
1407
Quantum Capital Management (New Jersey)
New Jersey
$5.01M -$79.2K -222 -2%
GAG
1408
Goodman Advisory Group
Massachusetts
$5.01M +$1.71M +4,803 +52%
LC
1409
Lindbrook Capital
California
$5M -$519K -1,454 -9%
CA
1410
Carson Advisory
Georgia
$5M +$68.1K +191 +1%
PB
1411
Pinnacle Bancorp
Nebraska
$5M -$194K -543 -4%
LC
1412
Legacy CG
Texas
$4.99M +$423K +1,187 +9%
AC
1413
Avestar Capital
New York
$4.97M +$418K +1,173 +9%
CPA
1414
Cardiff Park Advisors
California
$4.97M +$292K +819 +6%
ECM
1415
ExodusPoint Capital Management
New York
$4.94M +$4.32M +12,110 +696%
SLI
1416
Sumitomo Life Insurance
Japan
$4.94M -$256K -718 -5%
SIG
1417
Sky Investment Group
Connecticut
$4.91M +$44.6K +125 +0.9%
TLP
1418
Trinity Legacy Partners
Texas
$4.91M -$16.1K -45 -0.3%
MWAM
1419
Manhattan West Asset Management
California
$4.9M +$1.31M +3,668 +36%
CA
1420
Continuum Advisory
Idaho
$4.9M -$438K -1,228 -8%
CFFP
1421
Center for Financial Planning
Michigan
$4.9M -$3.21K -9 -0.1%
SA
1422
Strategic Advisors
New York
$4.88M -$27.8K -78 -0.6%
NF
1423
Nvest Financial
New Hampshire
$4.88M +$39.2K +110 +0.8%
TCM
1424
Traynor Capital Management
Pennsylvania
$4.87M +$27.5K +77 +0.6%
TFM
1425
TFC Financial Management
Massachusetts
$4.87M -$35.7K -100 -0.7%
55 56
57
58 59