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 %
AWE
1476
Avidian Wealth Enterprises
Texas
$4.27M -$770K -2,198 -15%
HW
1477
Hancock Whitney
Mississippi
$4.26M -$142K -406 -3%
CPA
1478
Capital Performance Advisors
California
$4.25M -$114K -325 -3%
XI
1479
XXEC Inc
Oklahoma
$4.24M -$78.8K -225 -2%
MCM
1480
McKinley Capital Management
Alaska
$4.24M +$4.24M +12,100 New
BCM
1481
Blume Capital Management
California
$4.22M -$26.3K -75 -0.6%
MFG
1482
MidWestOne Financial Group
Iowa
$4.21M -$80.9K -231 -2%
SC
1483
Syon Capital
California
$4.2M +$4.2M +12,002 New
CAWM
1484
Capital Advisors Wealth Management
Washington
$4.2M +$53.9K +154 +1%
HW
1485
Hedeker Wealth
Illinois
$4.2M -$34K -97 -0.8%
PI
1486
PFG Investments
New York
$4.2M -$1.21M -3,450 -22%
CW
1487
CIC Wealth
Maryland
$4.19M -$134K -383 -3%
VIA
1488
Vickerman Investment Advisors
Washington
$4.19M -$61.3K -175 -1%
CIC
1489
Chase Investment Counsel
Virginia
$4.19M +$3.93M +11,227 +1,559%
SSI
1490
Scott & Selber Inc
Texas
$4.18M -$9.11K -26 -0.2%
HA
1491
Heartland Advisors
Wisconsin
$4.16M -$60.6K -173 -1%
TSS
1492
Two Sigma Securities
New York
$4.15M -$7.69M -21,942 -65%
WP
1493
WMS Partners
Maryland
$4.15M -$35K -100 -0.8%
SDH
1494
Sloy Dahl & Holst
Washington
$4.14M +$10.5K +30 +0.3%
SP
1495
Symmetry Partners
Connecticut
$4.14M -$57.1K -163 -1%
AWM
1496
Accurate Wealth Management
Florida
$4.14M +$69.1K +200 +2%
PTC
1497
Private Trust Company
Ohio
$4.14M -$703K -2,008 -15%
AC
1498
Apella Capital
Connecticut
$4.14M +$65.9K +188 +2%
EI
1499
Ethic Inc
New York
$4.13M +$1.68M +4,807 +69%
EWM
1500
Evergreen Wealth Management
Michigan
$4.12M +$111K +318 +3%
58 59
60
61 62