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 %
FSG
1501
Financial Strategies Group
Michigan
$4.11M +$485K +1,404 +13%
DI
1502
Diligent Investors
California
$4.11M +$42K +120 +1%
TPW
1503
Tiller Private Wealth
Pennsylvania
$4.1M -$144K -410 -3%
Fiera Capital (Canada)
1504
Fiera Capital (Canada)
Quebec, Canada
$4.09M -$6.66K -19 -0.2%
RWS
1505
Resolute Wealth Strategies
Mississippi
$4.08M +$16.5K +47 +0.4%
NHT
1506
New Hampshire Trust
New Hampshire
$4.07M +$4.2K +12 +0.1%
STAS
1507
Strong Tower Advisory Services
Minnesota
$4.07M +$29.1K +83 +0.7%
AT
1508
American Trust
Kentucky
$4.06M -$154K -441 -4%
GAM
1509
Griffin Asset Management
New York
$4.06M -$320K -914 -7%
LA
1510
Legacy Advisors
Pennsylvania
$4.05M +$104K +296 +3%
AIA
1511
AIMZ Investment Advisors
California
$4.03M -$31.5K -90 -0.8%
CSC
1512
Cove Street Capital
California
$4.02M – – –
SAG
1513
SageView Advisory Group
California
$3.99M +$25.2K +72 +0.6%
IWP
1514
Icon Wealth Partners
Texas
$3.98M -$691K -1,972 -15%
CT
1515
Colonial Trust
South Carolina
$3.98M -$96.3K -275 -2%
IMA
1516
Investment Management Associates
Colorado
$3.97M -$24.5K -70 -0.6%
FNBSF
1517
First National Bank Sioux Falls
South Dakota
$3.97M – – –
CT
1518
Chicago Trust
Illinois
$3.97M +$26.6K +76 +0.7%
CW
1519
Channel Wealth
California
$3.97M +$448K +1,279 +13%
HWA
1520
HCR Wealth Advisors
California
$3.96M -$160K -457 -4%
GWCM
1521
Godshalk Welsh Capital Management
Pennsylvania
$3.95M -$144K -410 -4%
EP
1522
EPIQ Partners
Minnesota
$3.95M -$130K -370 -3%
CWA
1523
Capital Wealth Alliance
Arizona
$3.95M +$17.5K +50 +0.4%
JIR
1524
James Investment Research
Ohio
$3.94M +$216K +616 +6%
HA
1525
Harfst & Associates
Wyoming
$3.93M -$6.31K -18 -0.2%
59 60
61
62 63