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 %
OAM
1551
Ostrum Asset Management
France
$3.77M -$280K -798 -7%
DFA
1552
Delta Financial Advisors
Louisiana
$3.77M -$17.5K -50 -0.5%
FWM
1553
Focused Wealth Management
New York
$3.77M +$5.61K +16 +0.1%
PIM
1554
Penobscot Investment Management
Massachusetts
$3.76M +$847K +2,418 +29%
BIM
1555
Barton Investment Management
Pennsylvania
$3.76M – – –
ACM
1556
Allred Capital Management
Texas
$3.76M -$48K -137 -1%
DBT
1557
Dubuque Bank & Trust
Iowa
$3.75M -$3.35M -9,572 -47%
JWCA
1558
J.W. Coons Advisors
Ohio
$3.74M +$8.76K +25 +0.2%
GWANC
1559
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.74M +$391K +1,116 +12%
CA
1560
Capital Advantage
California
$3.73M +$3.73M +10,662 New
ICM
1561
Intrepid Capital Management
Florida
$3.73M +$17.9K +51 +0.5%
CWM
1562
Connecticut Wealth Management
Connecticut
$3.72M +$1.41M +4,037 +61%
KC
1563
Kingfisher Capital
North Carolina
$3.71M -$216K -650 -6%
SIM
1564
Sentry Investment Management
Wisconsin
$3.71M -$735K -2,099 -17%
HG
1565
Herbst Group
Connecticut
$3.71M +$12.3K +35 +0.3%
GAA
1566
Global Assets Advisory
Florida
$3.71M +$3.71M +10,580 New
FCCM
1567
First City Capital Management
Georgia
$3.7M -$13K -37 -0.3%
BIP
1568
Blueprint Investment Partners
North Carolina
$3.7M +$108K +309 +3%
Cohen & Steers
1569
Cohen & Steers
New York
$3.68M – – –
MW
1570
MBL Wealth
North Carolina
$3.68M +$63.1K +180 +2%
FFM
1571
Flagstone Financial Management
Nebraska
$3.68M -$104K -296 -3%
NWM
1572
Northwest Wealth Management
Iowa
$3.67M +$4.55K +13 +0.1%
CCMG
1573
Clark Capital Management Group
Pennsylvania
$3.67M -$1.06M -3,019 -22%
CA
1574
Crewe Advisors
Utah
$3.67M -$13K -37 -0.4%
RA
1575
Rockingstone Advisors
Massachusetts
$3.66M +$86.5K +247 +2%
61 62
63
64 65