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 %
RW
1676
REDW Wealth
New Mexico
$3.17M -$70.1K -200 -2%
SCM
1677
Schnieders Capital Management
California
$3.17M +$35K +100 +1%
CFO
1678
Capitol Family Office
Oregon
$3.16M -$149K -426 -5%
KA
1679
Klingman & Associates
New York
$3.16M +$408K +1,166 +15%
DI
1680
DFPG Investments
Utah
$3.16M -$560K -1,607 -15%
PCS
1681
Personal CFO Solutions
New Jersey
$3.16M +$33.6K +96 +1%
AWM
1682
Avitas Wealth Management
California
$3.16M +$3.16M +9,015 New
GC
1683
GFG Capital
Florida
$3.16M -$114K -326 -3%
GC
1684
Gould Capital
Washington
$3.16M -$88.1K -253 -3%
OCM
1685
Orser Capital Management
Texas
$3.16M – – –
JBA
1686
Johnson Bixby & Associates
Washington
$3.15M +$656K +1,874 +26%
DRS
1687
Deane Retirement Strategies
Louisiana
$3.15M +$1.05K +3 +0%
PFA
1688
Professional Financial Advisors
Nebraska
$3.14M +$72.5K +207 +2%
Balyasny Asset Management
1689
Balyasny Asset Management
Illinois
$3.13M -$2.18M -6,235 -41%
BIAS
1690
Beacon Investment Advisory Services
New Jersey
$3.13M – – –
RWM
1691
RKL Wealth Management
Pennsylvania
$3.11M +$91.8K +262 +3%
LAS
1692
LWM Advisory Services
Florida
$3.11M +$53.6K +153 +2%
PC
1693
Permanens Capital
New York
$3.11M +$130K +370 +4%
ME
1694
McIlrath & Eck
Washington
$3.11M +$184K +525 +6%
CFP
1695
Catalyst Financial Partners
Massachusetts
$3.11M +$203K +579 +7%
AMBIA
1696
Allen Mooney & Barnes Investment Advisors
Georgia
$3.09M +$1.45M +4,126 +88%
EWM
1697
Executive Wealth Management
Michigan
$3.09M +$375K +1,071 +14%
AIM
1698
Acropolis Investment Management
Missouri
$3.08M +$232K +661 +8%
CD
1699
Chapin Davis
Maryland
$3.08M +$128K +365 +4%
RFA
1700
Resurgent Financial Advisors
Georgia
$3.05M -$350 -1 -0%
66 67
68
69 70