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 %
EWM
1651
Evermay Wealth Management
Virginia
$3.28M -$27.7K -79 -0.8%
PWA
1652
Phoenix Wealth Advisors
North Carolina
$3.28M +$105K +300 +3%
CWA
1653
Canvas Wealth Advisors
Kansas
$3.28M +$17.1K +51 +0.5%
LF
1654
Lantz Financial
Illinois
$3.28M -$116K -331 -3%
OIM
1655
Orca Investment Management
Oregon
$3.28M -$33.3K -95 -1%
JAG
1656
Journey Advisory Group
Kentucky
$3.27M +$45.9K +131 +1%
TAM
1657
Titleist Asset Management
Texas
$3.27M +$310K +886 +10%
SS
1658
Sunbelt Securities
Texas
$3.26M +$811K +2,316 +33%
SAM
1659
SignalPoint Asset Management
Missouri
$3.26M +$2.8K +8 +0.1%
SIC
1660
Sterling Investment Counsel
New York
$3.25M -$321K -916 -9%
MPCL
1661
My Personal CFO LLC
Washington
$3.25M +$3.15K +9 +0.1%
MSA
1662
Marino Stram & Associates
Massachusetts
$3.25M +$345K +985 +12%
PFA
1663
Pure Financial Advisors
California
$3.25M +$68.7K +196 +2%
GAG
1664
Goodman Advisory Group
Massachusetts
$3.24M +$3.11M +8,872 +2,417%
WB
1665
Webster Bank
Connecticut
$3.23M -$1.05K -3 -0%
FC
1666
Forte Capital
New York
$3.22M -$423K -1,209 -12%
NW
1667
Naviter Wealth
Arkansas
$3.22M +$176K +502 +6%
FCFC
1668
First Citizens Financial Corp
Iowa
$3.22M +$52.5K +150 +2%
CB
1669
Cadence Bank
Mississippi
$3.22M -$8.76K -25 -0.3%
XSC
1670
X-Square Capital
Puerto Rico
$3.21M – – –
DAM
1671
Deltec Asset Management
New York
$3.21M – – –
TSWM
1672
Triangle Securities Wealth Management
North Carolina
$3.2M -$25.2K -72 -0.8%
TC
1673
Truvestments Capital
Florida
$3.2M +$113K +324 +4%
VWA
1674
V Wealth Advisors
Kansas
$3.18M -$6.88M -19,635 -68%
LL
1675
LPWM LLC
Minnesota
$3.17M – – –
65 66
67
68 69