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 %
HA
1576
Harfst & Associates
Wyoming
$3.94M -$58.8K -165 -1%
ICM
1577
Intrepid Capital Management
Florida
$3.94M +$146K +409 +4%
AF
1578
Advisornet Financial
Minnesota
$3.94M -$48.9K -137 -1%
WA
1579
Wambolt & Associates
Colorado
$3.94M +$257K +720 +7%
CCMG
1580
Clark Capital Management Group
Pennsylvania
$3.94M +$198K +556 +5%
BA
1581
Ballast Advisors
Minnesota
$3.94M -$38.2K -107 -1%
IMA
1582
Investment Management Associates
Colorado
$3.93M -$110K -308 -3%
NWM
1583
Northwest Wealth Management
Iowa
$3.93M +$189K +530 +5%
BM
1584
Bislett Management
California
$3.92M – – –
KC
1585
Kingfisher Capital
North Carolina
$3.92M -$64.2K -180 -2%
NRW
1586
Nova R Wealth
Kansas
$3.91M -$37.1K -104 -0.9%
MCCP
1587
Mission Creek Capital Partners
California
$3.91M -$5.35K -15 -0.1%
TPW
1588
Tiller Private Wealth
Pennsylvania
$3.9M -$271K -761 -7%
TIA
1589
Tiemann Investment Advisors
California
$3.89M -$76.3K -214 -2%
JWCA
1590
J.W. Coons Advisors
Ohio
$3.88M +$70.3K +197 +2%
QI
1591
QV Investors
Alberta, Canada
$3.88M -$89.2K -250 -2%
ATC
1592
Adirondack Trust Company
New York
$3.87M -$96.2K -235 -2%
GI
1593
GS Investments
Minnesota
$3.86M – – –
KCG
1594
Kinsale Capital Group
Virginia
$3.86M +$1.13M +3,165 +41%
NF
1595
NavPoint Financial
Minnesota
$3.86M +$3.86M +10,817 New
HIG
1596
Heritage Investment Group
Florida
$3.85M +$301K +400 +8%
BB
1597
Burford Brothers
Texas
$3.85M +$3.85M +10,799 New
SIM
1598
Sentry Investment Management
Wisconsin
$3.85M +$74.5K +209 +2%
LIM
1599
Lathrop Investment Management
Arkansas
$3.85M -$31K -87 -0.8%
DFA
1600
Delta Financial Advisors
Louisiana
$3.85M +$3.92K +11 +0.1%
62 63
64
65 66