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 %
SC
1551
Searle & Co
Connecticut
$4.11M +$4.11M +11,526 New
B
1552
Bellecapital
Switzerland
$4.1M -$243K -680 -6%
WCAMG
1553
Woodard & Company Asset Management Group
North Carolina
$4.1M +$1.87M +5,255 +84%
RCM
1554
Ridgepath Capital Management
Tennessee
$4.07M +$4.07M +11,408 New
AIA
1555
AIMZ Investment Advisors
California
$4.06M -$35.7K -100 -0.9%
CBFP
1556
Cedar Brook Financial Partners
Ohio
$4.06M +$132K +363 +3%
NHT
1557
New Hampshire Trust
New Hampshire
$4.04M -$106K -297 -3%
FNBSF
1558
First National Bank Sioux Falls
South Dakota
$4.04M -$357 -1 -0%
HB
1559
HTLF Bank
Colorado
$4.04M +$4.04M +11,332 New
NW
1560
Naviter Wealth
Arkansas
$4.02M +$744K +2,087 +23%
ECML
1561
Eagle Capital Management (Louisiana)
Louisiana
$4.02M +$4.02M +11,270 New
GAM
1562
Griffin Asset Management
New York
$4.02M -$116K -325 -3%
WP
1563
WMS Partners
Maryland
$4.01M -$214K -600 -5%
HA
1564
Heartland Advisors
Wisconsin
$4M -$230K -646 -5%
GCM
1565
Gallacher Capital Management
Colorado
$3.99M -$2.14K -6 -0.1%
NAM
1566
NorthCrest Asset Manangement
Minnesota
$3.98M +$10.3K +29 +0.3%
EA
1567
Ellsworth Advisors
Ohio
$3.97M -$7.85K -22 -0.2%
GAA
1568
Global Assets Advisory
Florida
$3.97M +$144K +399 +4%
CWP
1569
Core Wealth Partners
California
$3.97M +$290K +814 +8%
EP
1570
EPIQ Partners
Minnesota
$3.97M -$54.2K -152 -1%
LFS
1571
Leibman Financial Services
Nebraska
$3.97M +$3.97M +11,120 New
CSC
1572
Cove Street Capital
California
$3.96M -$196K -550 -5%
CAG
1573
Curtis Advisory Group
California
$3.96M -$19.3K -54 -0.5%
MFG
1574
MidWestOne Financial Group
Iowa
$3.95M -$338K -947 -8%
CA
1575
Crewe Advisors
Utah
$3.95M +$212K +594 +6%
61 62
63
64 65