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 %
UM
1676
UniSuper Management
Australia
$3.49M +$103K +288 +3%
LRPA
1677
L. Roy Papp & Associates
Arizona
$3.48M -$2.85K -8 -0.1%
SS
1678
Sunbelt Securities
Texas
$3.48M +$165K +463 +5%
LCM
1679
Legato Capital Management
California
$3.48M – – –
TB
1680
Treynor Bancshares
Iowa
$3.48M +$535K +1,500 +18%
NA
1681
Nottingham Advisors
New York
$3.48M +$530K +1,485 +18%
NAMNJ
1682
NorthStar Asset Management (New Jersey)
New Jersey
$3.47M +$3.47M +9,738 New
MSA
1683
Marino Stram & Associates
Massachusetts
$3.46M +$156K +438 +5%
PPWP
1684
Premier Path Wealth Partners
New Jersey
$3.46M +$3.46M +9,752 New
SWP
1685
Strategic Wealth Partners
Ohio
$3.45M -$1.17M -3,283 -25%
TFG
1686
Taylor Financial Group
Virginia
$3.44M +$3.44M +9,655 New
PI
1687
PFG Investments
New York
$3.44M -$835K -2,341 -20%
BOPW
1688
Brandywine Oak Private Wealth
Pennsylvania
$3.43M – – –
CCM
1689
Conway Capital Management
California
$3.43M -$246K -690 -7%
RIG
1690
RiverFront Investment Group
Virginia
$3.43M – – –
RMF
1691
Red Mountain Financial
Colorado
$3.43M +$3.43M +9,607 New
DCM
1692
Dudley Capital Management
Virginia
$3.42M -$17.8K -50 -0.5%
AOI
1693
Auto-Owners Insurance
Michigan
$3.42M – – –
ESB
1694
Essex Savings Bank
Connecticut
$3.42M +$452K +1,268 +15%
MAC
1695
Mason & Associates (California)
California
$3.41M -$24.3K -68 -0.7%
RHDIC
1696
R.H. Dinel Investment Counsel
California
$3.41M -$178K -500 -5%
NS
1697
NBC Securities
Alabama
$3.39M +$43.5K +122 +1%
AIM
1698
Acropolis Investment Management
Missouri
$3.39M +$245K +685 +8%
BIG
1699
Brooklyn Investment Group
New York
$3.38M +$3.38M +9,488 New
PWA
1700
Phoenix Wealth Advisors
North Carolina
$3.38M -$17.4K -48 -0.5%
66 67
68
69 70