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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 %
VT
1451
Vise Technologies
New York
$4.71M +$362K +1,015 +8%
CCM
1452
Carlson Capital Management
Minnesota
$4.71M +$2.12M +5,942 +82%
PIM
1453
Penobscot Investment Management
Massachusetts
$4.7M +$870K +2,438 +23%
HWA
1454
Hillcrest Wealth Advisors
New Jersey
$4.7M – – –
FPAS
1455
Focus Partners Advisor Solutions
Missouri
$4.7M -$3.77M -10,571 -45%
FHC
1456
First Heartland Consultants
Missouri
$4.69M +$162K +454 +4%
BA
1457
Bellwether Advisors
Nebraska
$4.69M -$5.35K -15 -0.1%
PG
1458
Patten Group
Tennessee
$4.68M +$276K +773 +6%
BIP
1459
Blueprint Investment Partners
North Carolina
$4.68M +$916K +2,567 +24%
JC
1460
Jacobs & Co
California
$4.68M – – –
PIA
1461
Perennial Investment Advisors
California
$4.67M -$109K -306 -2%
CRC
1462
Curi RMB Capital
Illinois
$4.67M +$147K +412 +3%
MCA
1463
MSH Capital Advisors
Arizona
$4.67M -$573K -1,606 -11%
CH
1464
Canton Hathaway
Rhode Island
$4.67M – – –
CSB
1465
City State Bank
Iowa
$4.66M +$740K +2,075 +19%
BW
1466
Bison Wealth
Georgia
$4.66M +$221K +620 +5%
LA
1467
Lynch & Associates
Indiana
$4.65M +$18.5K +52 +0.4%
NFG
1468
Nadler Financial Group
Illinois
$4.63M -$17.8K -50 -0.4%
SCG
1469
Sonata Capital Group
Washington
$4.62M +$214K +600 +5%
NEI
1470
Northwest & Ethical Investments
Ontario, Canada
$4.61M -$91.7K -257 -2%
GIP
1471
Granite Investment Partners
California
$4.61M -$136K -380 -3%
Simplex Trading
1472
Simplex Trading
Illinois
$4.61M +$2.52M +7,076 +121%
SM
1473
Samjo Management
New York
$4.6M +$4.6M +12,885 New
WAM
1474
WNY Asset Management
New York
$4.59M +$76K +213 +2%
CQS
1475
Credential Qtrade Securities
$4.59M -$165K -462 -3%
57 58
59
60 61