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 %
GKWIM
1451
Gerber Kawasaki Wealth & Investment Management
California
$4.39M +$259K +740 +6%
CWC
1452
Carolinas Wealth Consulting
North Carolina
$4.39M -$256K -751 -6%
SCM
1453
Stonebridge Capital Management
California
$4.37M -$690K -1,969 -14%
PSF
1454
Pacific Sun Financial
California
$4.37M -$48K -137 -1%
LWM
1455
Laidlaw Wealth Management
New York
$4.36M -$1.89M -5,394 -30%
AFIA
1456
America First Investment Advisors
Nebraska
$4.36M -$14.7K -42 -0.3%
BW
1457
Bison Wealth
Georgia
$4.36M +$350 +1 +0%
MCM
1458
Marathon Capital Management
Maryland
$4.35M +$55K +157 +1%
WP
1459
WealthSpring Partners
California
$4.35M -$3.5K -10 -0.1%
AIS
1460
American Investment Services
Massachusetts
$4.34M -$88.3K -252 -2%
UCI
1461
Uncommon Cents Investing
Wisconsin
$4.34M +$182K +520 +4%
KWA
1462
KCS Wealth Advisory
California
$4.34M -$971K -2,773 -18%
AA
1463
Aire Advisors
California
$4.33M -$79.2K -226 -2%
PG
1464
Patten Group
Tennessee
$4.33M -$8.41K -24 -0.2%
SCG
1465
Sonata Capital Group
Washington
$4.33M +$149K +425 +4%
GCM
1466
Genus Capital Management
British Columbia, Canada
$4.31M +$2.72M +7,765 +171%
MWM
1467
Moran Wealth Management
Florida
$4.3M +$52.9K +151 +1%
SGI
1468
Summit Global Investments
Utah
$4.3M +$425K +1,212 +11%
CWM
1469
Cornerstone Wealth Management
Missouri
$4.29M +$82K +234 +2%
PFBT
1470
Parkside Financial Bank & Trust
Missouri
$4.29M +$59.6K +170 +1%
GSWM
1471
Greenup Street Wealth Management
Michigan
$4.28M +$593K +1,694 +16%
MFG
1472
Magnus Financial Group
New York
$4.27M +$199K +567 +5%
B
1473
Bellecapital
Switzerland
$4.27M -$117K -335 -3%
VT
1474
Vise Technologies
New York
$4.27M +$32.2K +92 +0.8%
PFGIA
1475
Patriot Financial Group Insurance Agency
Massachusetts
$4.27M +$442K +1,262 +12%
57 58
59
60 61