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 %
AHB
1601
Abner Herrman & Brock
New Jersey
$3.53M +$3.19M +9,121 +953%
AAM
1602
Augustine Asset Management
Florida
$3.53M +$2.6M +7,411 +278%
CFMC
1603
Curbstone Financial Management Corp
New Hampshire
$3.53M -$89.7K -256 -2%
RHDIC
1604
R.H. Dinel Investment Counsel
California
$3.52M – – –
PHIC
1605
Pine Haven Investment Counsel
Massachusetts
$3.52M -$118K -337 -3%
LFS
1606
Legacy Financial Strategies
Kansas
$3.51M -$27K -78 -0.8%
SAM
1607
Stansberry Asset Management
Texas
$3.51M +$3.51M +10,014 New
VNA
1608
Valley National Advisers
Pennsylvania
$3.49M +$50.4K +144 +1%
PRS
1609
Pinkerton Retirement Specialists
Idaho
$3.49M -$129K -369 -4%
BSA
1610
Bull Street Advisors
Georgia
$3.48M +$53.2K +152 +2%
AWM
1611
Aberdeen Wealth Management
Illinois
$3.48M – – –
BLC
1612
Brown, Lisle/Cummings
Rhode Island
$3.46M -$1.75K -5 -0.1%
RPWA
1613
Regent Peak Wealth Advisors
Georgia
$3.43M +$153K +437 +5%
PWPS
1614
Pinnacle Wealth Planning Services
Ohio
$3.43M +$701 +2 +0%
LIA
1615
LBMC Investment Advisors
Tennessee
$3.43M – – –
LRPA
1616
L. Roy Papp & Associates
Arizona
$3.42M +$52.5K +150 +2%
TTWM
1617
TCV Trust & Wealth Management
Virginia
$3.42M +$11.2K +32 +0.3%
EFH
1618
Eaton Financial Holdings
Florida
$3.42M -$810K -2,312 -19%
OCAM
1619
Onex Canada Asset Management
Ontario, Canada
$3.42M -$1.04M -2,973 -23%
LCM
1620
Legato Capital Management
California
$3.42M – – –
CWS
1621
Cypress Wealth Services
California
$3.41M +$21K +60 +0.6%
HWP
1622
Highline Wealth Partners
California
$3.4M -$51.5K -147 -1%
MWAM
1623
Manhattan West Asset Management
California
$3.39M +$405K +1,203 +14%
ATC
1624
Adirondack Trust Company
New York
$3.39M -$35.4K -101 -1%
SBIA
1625
Sheaff Brock Investment Advisors
Indiana
$3.38M -$326K -932 -9%
63 64
65
66 67