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 %
CGA
1426
Crescent Grove Advisors
Illinois
$4.87M +$17.8K +50 +0.4%
MC
1427
Martin & Co
Tennessee
$4.86M -$170K -476 -3%
GTAM
1428
Global Trust Asset Management
Florida
$4.86M -$44.9K -126 -0.9%
CCG
1429
Cloverfields Capital Group
Minnesota
$4.86M +$249K +699 +5%
PF
1430
Phoenix Financial
Israel
$4.86M -$11.1K -31 -0.2%
CAM
1431
Costello Asset Management
Pennsylvania
$4.85M +$162K +454 +3%
GWSG
1432
GPS Wealth Strategies Group
Colorado
$4.84M +$129K +361 +3%
BFW
1433
Brady Family Wealth
Missouri
$4.84M +$144K +403 +3%
CAM
1434
Cozad Asset Management
Illinois
$4.83M -$94.9K -266 -2%
FCAS
1435
First Command Advisory Services
Texas
$4.82M -$85.2K -239 -2%
RA
1436
Royce & Associates
New York
$4.81M – – –
CA
1437
Calton & Associates
Florida
$4.8M +$2.34M +6,563 +95%
MWM
1438
Moran Wealth Management
Florida
$4.79M +$414K +1,161 +9%
CA
1439
Commerzbank Aktiengesellschaft
Germany
$4.79M +$1.08M +3,026 +29%
PMFA
1440
Plante Moran Financial Advisors
Michigan
$4.77M -$93.4K -262 -2%
OFS
1441
Oldfather Financial Services
Nebraska
$4.76M -$31.7K -89 -0.7%
BFO
1442
Biltmore Family Office
North Carolina
$4.76M +$218K +611 +5%
FCG
1443
Fielder Capital Group
Tennessee
$4.75M +$4.75M +13,315 New
ACA
1444
Atlas Capital Advisors
Wyoming
$4.75M – – –
SIAG
1445
Signet Investment Advisory Group
Rhode Island
$4.74M +$44.6K +125 +0.9%
GKWIM
1446
Gerber Kawasaki Wealth & Investment Management
California
$4.74M +$267K +748 +6%
HCA
1447
Horan Capital Advisors
Ohio
$4.74M -$153K -429 -3%
GWA
1448
Gratus Wealth Advisors
Virginia
$4.74M +$4.74M +13,278 New
JFGIW
1449
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.72M -$648K -1,818 -12%
NSIM
1450
North Star Investment Management
Illinois
$4.72M -$118K -330 -2%
56 57
58
59 60