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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,532 hedge funds and large institutions have $256B invested in Berkshire Hathaway Class B in 2023 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,365 increasing their positions, 1,394 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,532
Holders Change
-18
Holders Change %
-0.51%
% of All Funds
56.53%
Holding in Top 10
627
Holding in Top 10 Change
-64
Holding in Top 10 Change %
-9.26%
% of All Funds
10.04%
New
157
Increased
1,365
Reduced
1,394
Closed
96
Calls
$5.39B
Puts
$3.71B
Net Calls
+$1.69B
Net Calls Change
-$52.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$44.1B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.41B
3
Bank of America
Bank of America
North Carolina
$3.5B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$805M
5
Goldman Sachs
Goldman Sachs
New York
$2.21B

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$6.08B
2
State Street
State Street
Massachusetts
$21B
3
GQG Partners
GQG Partners
Florida
$808K
4
Barclays
Barclays
United Kingdom
$1.07B
5
QP
Quilter Plc
United Kingdom
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
151
Kovitz Investment Group Partners
Illinois
$146M +$13.2M +42,684 +10%
AIG
152
American International Group
New York
$145M +$542K +1,755 +0.4%
MIM
153
MetLife Investment Management
New Jersey
$144M -$271K -879 -0.2%
SBCM
154
Schwerin Boyle Capital Management
Massachusetts
$142M -$7.32M -23,700 -5%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$140M +$29.7M +96,053 +27%
SCM
156
Shapiro Capital Management
Georgia
$140M -$1.27M -4,110 -0.9%
Empower Advisory Group
157
Empower Advisory Group
Colorado
$140M +$140M +451,900 New
Allspring Global Investments
158
Allspring Global Investments
North Carolina
$139M +$42M +135,974 +43%
GC
159
Giverny Capital
Quebec, Canada
$137M -$5.07M -16,434 -4%
C
160
Consulta
United Kingdom
$136M – – –
MIS
161
Morningstar Investment Services
Illinois
$135M -$2.4M -7,854 -2%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$130M +$949K +3,075 +0.7%
OP
163
Oldfield Partners
United Kingdom
$129M -$1.7M -5,500 -1%
BC
164
Bartlett & Co
Ohio
$127M -$2.05M -6,643 -2%
BCWM
165
Bartlett & Co Wealth Management
Ohio
$127M -$2.05M -6,643 -2%
ProShare Advisors
166
ProShare Advisors
Maryland
$127M +$13.7M +44,485 +12%
Hudson Bay Capital Management
167
Hudson Bay Capital Management
Connecticut
$126M +$58.7M +190,000 +88%
Aberdeen Group
168
Aberdeen Group
United Kingdom
$124M -$12.4M -40,210 -9%
HPC
169
HM Payson & Co
Maine
$123M +$853K +2,761 +0.7%
BCM
170
Bronte Capital Management
Australia
$122M -$5.6M -18,148 -4%
MCI
171
McDonald Capital Investors
California
$120M -$2.18M -7,065 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
172
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$120M +$120M +387,340 New
M&T Bank
173
M&T Bank
New York
$120M -$4.07M -13,191 -3%
JWBC
174
John W. Bristol & Co
New York
$117M +$851K +2,757 +0.7%
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$117M +$807K +2,615 +0.7%
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