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 %
HCA
1501
Hyperion Capital Advisors
New York
$4.42M -$176K -494 -4%
JMFC
1502
J.M. Forbes & Co
Massachusetts
$4.41M -$63.1K -177 -1%
CAG
1503
Csenge Advisory Group
Florida
$4.41M -$61.7K -173 -1%
CT
1504
Colonial Trust
South Carolina
$4.41M +$357K +1,002 +9%
OFS
1505
OneAscent Financial Services
Alabama
$4.41M +$2.28M +6,401 +107%
MFG
1506
Magnus Financial Group
New York
$4.39M +$39.9K +112 +0.9%
CAWM
1507
Capital Advisors Wealth Management
Washington
$4.39M +$109K +306 +3%
AA
1508
Aire Advisors
California
$4.39M -$22.8K -64 -0.5%
PSF
1509
Pacific Sun Financial
California
$4.37M -$70.6K -198 -2%
CPA
1510
Capital Performance Advisors
California
$4.35M +$23.9K +67 +0.6%
AAM
1511
Advisors Asset Management
Colorado
$4.35M -$260K -730 -6%
MWA
1512
Muirfield Wealth Advisors
North Carolina
$4.34M +$4.34M +12,170 New
HW
1513
Hancock Whitney
Mississippi
$4.33M -$3.57K -10 -0.1%
CFO
1514
CVA Family Office
Colorado
$4.33M -$280K -784 -6%
AC
1515
Apella Capital
Connecticut
$4.33M +$30.5K +84 +0.7%
AFIA
1516
America First Investment Advisors
Nebraska
$4.32M -$126K -353 -3%
EWM
1517
Evergreen Wealth Management
Michigan
$4.32M +$125K +351 +3%
AWE
1518
Avidian Wealth Enterprises
Texas
$4.32M -$27.8K -78 -0.6%
MCM
1519
McKinley Capital Management
Alaska
$4.32M – – –
CCA
1520
Criterion Capital Advisors
Tennessee
$4.3M +$4.3M +12,062 New
SCA
1521
Sandy Cove Advisors
Massachusetts
$4.29M +$344K +964 +9%
VIA
1522
Vickerman Investment Advisors
Washington
$4.29M +$21.8K +61 +0.5%
AMM
1523
American Money Management
California
$4.28M -$226K -635 -5%
CW
1524
CIC Wealth
Maryland
$4.26M -$13.2K -37 -0.3%
HW
1525
Hedeker Wealth
Illinois
$4.25M -$30.3K -85 -0.7%
59 60
61
62 63