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 %
CFS
1626
CRA Financial Services
New Jersey
$3.67M +$9.99K +28 +0.3%
RPC
1627
Rossmore Private Capital
Connecticut
$3.67M – – –
SFG
1628
Seamount Financial Group
Colorado
$3.67M +$3.67M +10,294 New
FCCM
1629
First City Capital Management
Georgia
$3.67M -$95.9K -269 -3%
CT
1630
Chicago Trust
Illinois
$3.67M -$373K -1,045 -9%
PGWM
1631
Parisi Gray Wealth Management
New Jersey
$3.66M -$3.57K -10 -0.1%
LIA
1632
LBMC Investment Advisors
Tennessee
$3.66M +$94.5K +265 +3%
VNA
1633
Valley National Advisers
Pennsylvania
$3.66M +$102K +287 +3%
IFWM
1634
Institute for Wealth Management
Colorado
$3.65M -$29.2K -82 -0.8%
SP
1635
Symmetry Partners
Connecticut
$3.64M -$593K -1,659 -14%
RA
1636
Rockingstone Advisors
Massachusetts
$3.63M -$97.4K -273 -3%
SAM
1637
Stansberry Asset Management
Texas
$3.63M +$57.4K +161 +2%
SAM
1638
Soditic Asset Management
United Kingdom
$3.63M -$270K -756 -7%
RWM
1639
RKL Wealth Management
Pennsylvania
$3.61M +$442K +1,240 +14%
GI
1640
GAMMA Investing
California
$3.61M +$3.61M +9,402 New
UHC
1641
Union Heritage Capital
Michigan
$3.6M – – –
CPC
1642
Consolidated Planning Corp
Georgia
$3.6M +$2.69M +7,535 +293%
SFFS
1643
Stonehage Fleming Financial Services
Jersey
$3.6M -$6.88M -19,291 -66%
CWS
1644
Cypress Wealth Services
California
$3.6M +$122K +343 +4%
TIA
1645
Traphagen Investment Advisors
New Jersey
$3.6M +$228K +640 +7%
SW
1646
SMART Wealth
Nebraska
$3.59M +$549K +1,539 +18%
DA
1647
Dash Acquisitions
California
$3.59M +$14.3K +39 +0.4%
BFA
1648
Bill Few Associates
Pennsylvania
$3.59M +$490K +1,375 +16%
LFS
1649
Legacy Financial Strategies
Kansas
$3.58M -$39.6K -111 -1%
CA
1650
Capital Advantage
California
$3.58M -$224K -627 -6%
64 65
66
67 68