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 %
DAM
1476
Delta Asset Management
Tennessee
$4.59M -$302K -847 -6%
ADL
1477
Asset Dedication LLC
California
$4.59M -$104K -292 -2%
SCP
1478
Sivia Capital Partners
California
$4.58M +$4.58M +12,842 New
AGP
1479
Autumn Glory Partners
Texas
$4.58M +$62.1K +173 +1%
Dodge & Cox
1480
Dodge & Cox
California
$4.57M – – –
UCI
1481
Uncommon Cents Investing
Wisconsin
$4.56M +$138K +388 +3%
LA
1482
Legacy Advisors
Pennsylvania
$4.55M +$427K +1,196 +10%
MCM
1483
Marathon Capital Management
Maryland
$4.54M +$116K +324 +3%
PFBT
1484
Parkside Financial Bank & Trust
Missouri
$4.53M +$165K +463 +4%
CPIA
1485
Cornell Pochily Investment Advisors
New York
$4.53M -$27.8K -78 -0.6%
HIM
1486
Harbour Investment Management
Washington
$4.51M +$7.13K +20 +0.2%
WA
1487
Waddell & Associates
Tennessee
$4.51M -$633K -1,779 -12%
LCS
1488
Levin Capital Strategies
New York
$4.5M -$9.63K -27 -0.2%
KF
1489
Krilogy Financial
Missouri
$4.5M -$158K -444 -3%
BA
1490
Bridgewater Advisors
New York
$4.49M +$856K +2,400 +24%
CCT
1491
Capital City Trust
Florida
$4.48M -$168K -471 -4%
CI
1492
Conning Inc
Connecticut
$4.48M +$3.57K +10 +0.1%
IWA
1493
Icon Wealth Advisors
Texas
$4.47M +$4.47M +12,527 New
WGCA
1494
Wolf Group Capital Advisors
Virginia
$4.46M +$58K +170 +1%
CWM
1495
Cornerstone Wealth Management
Missouri
$4.45M +$85.6K +240 +2%
AIS
1496
American Investment Services
Massachusetts
$4.44M +$21K +59 +0.5%
SMA
1497
Sage Mountain Advisors
Georgia
$4.44M -$32.5K -91 -0.7%
SHWM
1498
Smith & Howard Wealth Management
Georgia
$4.43M -$412K -1,154 -8%
SCM
1499
Stonebridge Capital Management
California
$4.43M -$17.8K -50 -0.4%
HFS
1500
Howard Financial Services
Texas
$4.43M +$570K +1,597 +15%
58 59
60
61 62