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
AT
AMF Tjänstepension
Sweden
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
1601
Dorchester Wealth Management
Quebec, Canada
$3.84M – – –
FWM
1602
Focused Wealth Management
New York
$3.84M +$2.85K +8 +0.1%
BIM
1603
Barton Investment Management
Pennsylvania
$3.83M – – –
MPCA
1604
Madison Park Capital Advisors
Washington
$3.83M +$3.83M +10,729 New
GWANC
1605
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.83M +$22.5K +63 +0.6%
WCM
1606
Whitener Capital Management
North Carolina
$3.81M -$61K -171 -2%
PWH
1607
Priebe Wealth Holdings
Minnesota
$3.81M +$3.81M +10,674 New
JIR
1608
James Investment Research
Ohio
$3.81M -$210K -589 -5%
ACM
1609
Allred Capital Management
Texas
$3.8M -$22.5K -63 -0.6%
WB
1610
Webster Bank
Connecticut
$3.8M +$517K +1,450 +16%
AF
1611
Apollon Financial
South Carolina
$3.79M +$3.79M +10,617 New
CWS
1612
Confluence Wealth Services
Pennsylvania
$3.77M +$167K +467 +5%
CPCM
1613
Cardinal Point Capital Management
Ontario, Canada
$3.77M +$112K +315 +3%
GWCM
1614
Godshalk Welsh Capital Management
Pennsylvania
$3.75M -$271K -760 -7%
CT
1615
Clearstead Trust
Maine
$3.75M +$772K +2,165 +26%
FFM
1616
Flagstone Financial Management
Nebraska
$3.75M +$6.42K +18 +0.2%
Cohen & Steers
1617
Cohen & Steers
New York
$3.75M – – –
ARC
1618
Advisor Resource Council
Texas
$3.75M +$729K +2,044 +24%
JSC
1619
J. Stern & Co
United Kingdom
$3.74M +$3.74M +9,755 New
HZ
1620
Hixon Zuercher
Ohio
$3.73M +$36K +101 +1%
ECM
1621
EagleClaw Capital Management
Massachusetts
$3.73M -$193K -540 -5%
HG
1622
Herbst Group
Connecticut
$3.71M -$66K -185 -2%
MW
1623
MBL Wealth
North Carolina
$3.7M -$43.9K -123 -1%
SIC
1624
Sterling Investment Counsel
New York
$3.69M +$382K +1,072 +12%
AMIM
1625
Aull & Monroe Investment Management
Alabama
$3.68M -$200K -560 -5%
63 64
65
66 67