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 %
HFM
1701
Hartford Financial Management
Connecticut
$3.05M -$49K -140 -2%
BFA
1702
Bill Few Associates
Pennsylvania
$3.04M +$8.41K +24 +0.3%
SMC
1703
Smith, Moore & Co
Missouri
$3.04M +$34K +97 +1%
MW
1704
Marcum Wealth
Ohio
$3.03M +$14K +40 +0.5%
VAS
1705
Vestmark Advisory Solutions
Massachusetts
$3.03M -$2.97M -8,479 -49%
ZIC
1706
ZWJ Investment Counsel
Georgia
$3.02M +$3.02M +8,632 New
AI
1707
AXS Investments
New York
$3.02M -$119K -339 -4%
CF
1708
Crosspoint Financial
California
$3.01M – – –
SA
1709
SRH Advisors
Kansas
$3.01M -$70.1K -200 -2%
ACM
1710
Ashford Capital Management
Delaware
$3M -$207K -590 -6%
GSIAS
1711
Garden State Investment Advisory Services
New Jersey
$3M +$11.6K +33 +0.4%
SW
1712
SMART Wealth
Nebraska
$2.99M +$291K +832 +11%
JF
1713
JSF Financial
California
$2.98M -$47.6K -136 -2%
IPAM
1714
ICICI Prudential Asset Management
India
$2.98M – – –
ICM
1715
IMS Capital Management
Oregon
$2.97M +$33.3K +95 +1%
ARC
1716
Advisor Resource Council
Texas
$2.96M -$1.03M -2,930 -26%
BWP
1717
Balboa Wealth Partners
Arizona
$2.96M -$173K -493 -6%
PAMG
1718
Patton Albertson Miller Group
Tennessee
$2.96M -$14K -40 -0.5%
CTFG
1719
Capstone Triton Financial Group
Oklahoma
$2.96M +$48.3K +138 +2%
MA
1720
Modus Advisors
Minnesota
$2.95M +$520K +1,485 +21%
WGAM
1721
Wilkinson Global Asset Management
New York
$2.95M -$36.8K -105 -1%
SIAP
1722
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.94M – – –
GC
1723
Garde Capital
Washington
$2.94M +$8.76K +25 +0.3%
SKK
1724
Shepherd Kaplan Krochuk
Massachusetts
$2.94M -$38.2K -109 -1%
PWMG
1725
Prestige Wealth Management Group
New Jersey
$2.93M +$1.62M +4,618 +123%
67 68
69
70 71