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 %
LOAMS
1651
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.58M +$3.58M +10,034 New
AA
1652
Advisory Alpha
Michigan
$3.57M +$157K +441 +5%
EFH
1653
Eaton Financial Holdings
Florida
$3.57M +$87K +244 +2%
CIA
1654
Compass Ion Advisors
Pennsylvania
$3.57M +$141K +395 +4%
BSG
1655
Black Swift Group
Colorado
$3.57M -$121K -340 -3%
JBA
1656
Johnson Bixby & Associates
Washington
$3.56M +$355K +994 +11%
CWA
1657
Canvas Wealth Advisors
Kansas
$3.56M +$9.45K +26 +0.3%
SA
1658
Skyline Advisors
Washington
$3.55M +$3.55M +9,962 New
WA
1659
WealthTrust Axiom
Pennsylvania
$3.55M +$111K +312 +3%
CFMC
1660
Curbstone Financial Management Corp
New Hampshire
$3.54M -$46.4K -130 -1%
RBFC
1661
Roman Butler Fullerton & Co
Missouri
$3.54M -$122K -317 -3%
WTB
1662
Washington Trust Bank
Washington
$3.54M -$125K -351 -3%
PHIC
1663
Pine Haven Investment Counsel
Massachusetts
$3.54M -$38.5K -108 -1%
BSA
1664
Bull Street Advisors
Georgia
$3.54M -$5.35K -15 -0.2%
RPWA
1665
Regent Peak Wealth Advisors
Georgia
$3.54M +$43.9K +123 +1%
SBIA
1666
Sheaff Brock Investment Advisors
Indiana
$3.53M +$85.6K +240 +2%
SPG
1667
Strategic Planning Group
Utah
$3.53M +$3.53M +9,890 New
EP
1668
Edgestream Partners
New Jersey
$3.52M +$3.15M +8,834 +854%
SWS
1669
SYSTM Wealth Solutions
Illinois
$3.51M +$163K +458 +5%
PTCG
1670
Pring Turner Capital Group
California
$3.51M +$67.1K +188 +2%
NL
1671
NVWM LLC
Pennsylvania
$3.51M +$893K +2,505 +34%
MCM
1672
Mengis Capital Management
Oregon
$3.51M -$101K -283 -3%
BLC
1673
Brown, Lisle/Cummings
Rhode Island
$3.5M -$23.2K -65 -0.7%
ICM
1674
Islay Capital Management
Texas
$3.5M +$130K +365 +4%
PWPS
1675
Pinnacle Wealth Planning Services
Ohio
$3.5M +$7.13K +20 +0.2%
65 66
67
68 69