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 %
GCM
1526
Gallacher Capital Management
Colorado
$3.92M – – –
AF
1527
Advisornet Financial
Minnesota
$3.92M -$693K -1,979 -15%
CAG
1528
Curtis Advisory Group
California
$3.91M – – –
NAM
1529
NorthCrest Asset Manangement
Minnesota
$3.9M +$212K +606 +6%
BA
1530
Ballast Advisors
Minnesota
$3.9M +$90K +257 +2%
TIA
1531
Tiemann Investment Advisors
California
$3.9M -$1.75K -5 -0%
QI
1532
QV Investors
Alberta, Canada
$3.89M -$87.6K -250 -2%
NRW
1533
Nova R Wealth
Kansas
$3.87M -$9.46K -27 -0.2%
SCA
1534
Sandy Cove Advisors
Massachusetts
$3.87M +$56K +160 +1%
BM
1535
Bislett Management
California
$3.85M – – –
ECM
1536
EagleClaw Capital Management
Massachusetts
$3.85M -$52.5K -150 -1%
PWM
1537
PRW Wealth Management
Massachusetts
$3.85M -$84.4K -250 -2%
CSB
1538
City State Bank
Iowa
$3.85M +$22.1K +63 +0.6%
CC
1539
Claybrook Capital
Massachusetts
$3.85M +$47.3K +135 +1%
MCCP
1540
Mission Creek Capital Partners
California
$3.84M +$24.5K +70 +0.6%
SAM
1541
Soditic Asset Management
United Kingdom
$3.83M – – –
AMIM
1542
Aull & Monroe Investment Management
Alabama
$3.81M – – –
LIM
1543
Lathrop Investment Management
Arkansas
$3.81M -$34.3K -98 -0.9%
WCM
1544
Whitener Capital Management
North Carolina
$3.81M -$94.2K -269 -2%
GI
1545
GS Investments
Minnesota
$3.8M -$29.8K -85 -0.8%
HFS
1546
Howard Financial Services
Texas
$3.79M +$2.73M +7,803 +258%
CIAS
1547
Capital Investment Advisory Services
North Carolina
$3.79M -$15.8K -45 -0.4%
CBFP
1548
Cedar Brook Financial Partners
Ohio
$3.79M +$177K +505 +5%
EA
1549
Ellsworth Advisors
Ohio
$3.78M -$121K -358 -3%
DWM
1550
Dorchester Wealth Management
Quebec, Canada
$3.78M +$221K +630 +6%
60 61
62
63 64