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 %
LPAM
1701
Lodestar Private Asset Management
California
$3.37M -$78.1K -219 -2%
CWP
1702
Concord Wealth Partners
Virginia
$3.36M +$1.77M +4,971 +111%
AOWM
1703
Alpha Omega Wealth Management
Virginia
$3.35M +$6.42K +18 +0.2%
LF
1704
Lantz Financial
Illinois
$3.35M +$16.1K +45 +0.5%
PRS
1705
Pinkerton Retirement Specialists
Idaho
$3.34M -$213K -597 -6%
AWM
1706
Avitas Wealth Management
California
$3.33M +$116K +325 +4%
EWM
1707
Executive Wealth Management
Michigan
$3.32M +$179K +503 +6%
PRC
1708
Pearl River Capital
Michigan
$3.32M +$3.32M +9,307 New
TC
1709
Truvestments Capital
Florida
$3.32M +$61K +171 +2%
OIM
1710
Orca Investment Management
Oregon
$3.31M -$21K -59 -0.6%
DA
1711
Duality Advisers
Florida
$3.31M +$3.31M +9,289 New
BDWCC
1712
B&D White Capital Company
Texas
$3.31M -$2.17M -6,079 -40%
HWP
1713
Highline Wealth Partners
California
$3.3M -$161K -452 -5%
LL
1714
LPWM LLC
Minnesota
$3.3M -$34.7K -95 -1%
SFA
1715
Semmax Financial Advisors
North Carolina
$3.29M +$210K +532 +7%
OC
1716
Oakworth Capital
Alabama
$3.29M +$455K +1,277 +16%
FC
1717
Forte Capital
New York
$3.29M +$6.78K +19 +0.2%
SAM
1718
SignalPoint Asset Management
Missouri
$3.28M -$32.5K -91 -1%
WP
1719
WealthSource Partners
California
$3.27M -$98.4K -276 -3%
PFA
1720
Professional Financial Advisors
Nebraska
$3.26M +$60.6K +170 +2%
WAG
1721
Winthrop Advisory Group
Massachusetts
$3.26M +$554K +1,552 +20%
BIAS
1722
Beacon Investment Advisory Services
New Jersey
$3.26M +$75.6K +212 +2%
PWMG
1723
Prestige Wealth Management Group
New Jersey
$3.26M +$270K +758 +9%
PCS
1724
Personal CFO Solutions
New Jersey
$3.26M +$42.4K +119 +1%
GC
1725
Gould Capital
Washington
$3.24M +$2.85K +8 +0.1%
67 68
69
70 71