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 %
WGCA
1426
Wolf Group Capital Advisors
Virginia
$4.52M -$6.66K -19 -0.1%
HCA
1427
Hyperion Capital Advisors
New York
$4.52M – – –
Dodge & Cox
1428
Dodge & Cox
California
$4.49M – – –
LC
1429
Legacy CG
Texas
$4.48M -$96.3K -275 -2%
OCBCO
1430
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.48M +$829K +2,361 +23%
AC
1431
Avestar Capital
New York
$4.47M +$66.2K +189 +2%
CPIA
1432
Cornell Pochily Investment Advisors
New York
$4.47M -$4.55K -13 -0.1%
BFO
1433
Biltmore Family Office
North Carolina
$4.46M +$13.3K +38 +0.3%
EWA
1434
EverSource Wealth Advisors
Alabama
$4.45M +$107K +305 +2%
AL
1435
ACAS LLC
California
$4.45M +$3.29M +9,390 +283%
FHC
1436
First Heartland Consultants
Missouri
$4.45M -$288K -821 -6%
CRC
1437
Curi RMB Capital
Illinois
$4.44M -$306K -873 -6%
BOSSRA
1438
B.O.S.S. Retirement Advisors
Utah
$4.44M +$357K +1,018 +9%
WAM
1439
WNY Asset Management
New York
$4.44M +$115K +327 +3%
VWA
1440
Visionary Wealth Advisors
Illinois
$4.43M +$617K +1,762 +16%
LCS
1441
Levin Capital Strategies
New York
$4.43M -$352K -1,004 -7%
EGM
1442
Engineers Gate Manager
New York
$4.43M +$3.61M +10,315 +445%
HIM
1443
Harbour Investment Management
Washington
$4.43M -$8.76K -25 -0.2%
AMM
1444
American Money Management
California
$4.42M -$367K -1,049 -8%
AGP
1445
Autumn Glory Partners
Texas
$4.41M +$11.6K +33 +0.3%
JMFC
1446
J.M. Forbes & Co
Massachusetts
$4.4M +$115K +328 +3%
CAG
1447
Csenge Advisory Group
Florida
$4.39M +$69.7K +199 +2%
SMA
1448
Sage Mountain Advisors
Georgia
$4.39M +$471K +1,345 +12%
RMCM
1449
Reynders McVeigh Capital Management
Massachusetts
$4.39M -$126K -360 -3%
CI
1450
Conning Inc
Connecticut
$4.39M -$208K -593 -5%
56 57
58
59 60