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 %
CA
1576
Commerzbank Aktiengesellschaft
Germany
$3.64M +$285K +814 +8%
HIG
1577
Heritage Investment Group
Florida
$3.64M +$1.91M +2,482 +111%
Verition Fund Management
1578
Verition Fund Management
Connecticut
$3.64M -$2.51M -7,174 -41%
HZ
1579
Hixon Zuercher
Ohio
$3.63M +$84.8K +242 +2%
BSG
1580
Black Swift Group
Colorado
$3.62M -$110K -313 -3%
IFWM
1581
Institute for Wealth Management
Colorado
$3.62M -$169K -481 -4%
CCM
1582
Conway Capital Management
California
$3.61M +$1.14M +3,250 +46%
CWP
1583
Core Wealth Partners
California
$3.61M -$46.6K -133 -1%
RPC
1584
Rossmore Private Capital
Connecticut
$3.61M +$12.3K +35 +0.3%
MWA
1585
Monograph Wealth Advisors
California
$3.6M +$3.08M +8,800 +593%
PGWM
1586
Parisi Gray Wealth Management
New Jersey
$3.6M +$10.5K +30 +0.3%
WTB
1587
Washington Trust Bank
Washington
$3.6M +$3.15K +9 +0.1%
CFS
1588
CRA Financial Services
New Jersey
$3.6M – – –
GWA
1589
GGM Wealth Advisors
Maryland
$3.59M – – –
Legacy Financial Group (Iowa)
1590
Legacy Financial Group (Iowa)
Iowa
$3.59M +$3.59M +10,255 New
CPCM
1591
Cardinal Point Capital Management
Ontario, Canada
$3.59M +$5.25K +15 +0.1%
WA
1592
Wambolt & Associates
Colorado
$3.59M +$278K +799 +8%
PCM
1593
Penserra Capital Management
California
$3.58M -$471K -1,345 -12%
Financial Engines Advisors
1594
Financial Engines Advisors
California
$3.58M -$20K -57 -0.6%
BA
1595
Bridgewater Advisors
New York
$3.56M -$23.5K -67 -0.7%
MCM
1596
Mengis Capital Management
Oregon
$3.54M -$52.6K -150 -1%
LWA
1597
Lineweaver Wealth Advisors
Ohio
$3.54M +$187K +535 +6%
UHC
1598
Union Heritage Capital
Michigan
$3.54M – – –
CWS
1599
Confluence Wealth Services
Pennsylvania
$3.54M +$204K +583 +6%
TCM
1600
Teza Capital Management
Illinois
$3.53M -$1.93M -5,512 -35%
62 63
64
65 66