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 %
LPAM
1626
Lodestar Private Asset Management
California
$3.38M -$58.5K -167 -2%
PTCG
1627
Pring Turner Capital Group
California
$3.38M -$89.7K -256 -3%
GCA
1628
Greenwood Capital Associates
South Carolina
$3.38M -$29.4K -84 -0.9%
WA
1629
WealthTrust Axiom
Pennsylvania
$3.38M – – –
DCM
1630
Dudley Capital Management
Virginia
$3.37M -$80.6K -230 -2%
BOPW
1631
Brandywine Oak Private Wealth
Pennsylvania
$3.37M – – –
MAC
1632
Mason & Associates (California)
California
$3.37M +$1.64M +4,686 +95%
RIG
1633
RiverFront Investment Group
Virginia
$3.37M +$2.48M +7,081 +279%
CIA
1634
Compass Ion Advisors
Pennsylvania
$3.36M +$1.53M +4,364 +83%
DA
1635
Dash Acquisitions
California
$3.36M +$86.1K +249 +3%
AOI
1636
Auto-Owners Insurance
Michigan
$3.36M – – –
AA
1637
Advisory Alpha
Michigan
$3.35M +$71.8K +205 +2%
NAM
1638
NTV Asset Management
West Virginia
$3.34M +$159K +455 +5%
UM
1639
UniSuper Management
Australia
$3.33M – – –
PIP
1640
Peachtree Investment Partners
Florida
$3.33M +$2.52M +7,202 +314%
RZH
1641
Relyea Zuckerberg Hanson
Connecticut
$3.32M +$847K +2,418 +34%
TSWM
1642
Tyler-Stone Wealth Management
Ohio
$3.31M -$34K -97 -1%
WP
1643
WealthSource Partners
California
$3.31M -$242K -692 -7%
ICM
1644
Islay Capital Management
Texas
$3.31M -$35K -100 -1%
TIA
1645
Traphagen Investment Advisors
New Jersey
$3.31M +$3.3M +9,428 +67,343%
NS
1646
NBC Securities
Alabama
$3.29M +$3.29M +9,390 New
DWA
1647
Dorsey Wright & Associates
California
$3.29M +$2.45K +7 +0.1%
SWS
1648
SYSTM Wealth Solutions
Illinois
$3.29M -$780K -2,226 -19%
AOWM
1649
Alpha Omega Wealth Management
Virginia
$3.29M -$32.6K -93 -1%
RBFC
1650
Roman Butler Fullerton & Co
Missouri
$3.28M -$37.6K -109 -1%
64 65
66
67 68