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 %
PCFFS
1726
Pacific Center for Financial Services
California
$2.93M +$146K +417 +5%
CT
1727
Clearstead Trust
Maine
$2.93M +$1.14M +3,253 +64%
APW
1728
Aurora Private Wealth
New Jersey
$2.93M +$38.2K +109 +1%
PC
1729
Prairiewood Capital
North Dakota
$2.92M – – –
WPC
1730
Waters Parkerson & Co
Louisiana
$2.92M +$26.3K +75 +0.9%
IEFM
1731
IQ EQ Fund Management
Ireland
$2.92M -$1.26M -3,600 -30%
IP
1732
Intellectus Partners
California
$2.92M -$114K -325 -4%
BFPW
1733
BOK Financial Private Wealth
Colorado
$2.92M -$22.1K -63 -0.8%
PFS
1734
Physicians Financial Services
North Carolina
$2.92M +$17.5K +50 +0.6%
ESB
1735
Essex Savings Bank
Connecticut
$2.91M -$18.2K -52 -0.6%
V
1736
VeraBank
Texas
$2.91M +$37.1K +106 +1%
WPWM
1737
Western Pacific Wealth Management
Illinois
$2.9M -$27.7K -79 -0.9%
KCM
1738
Kaye Capital Management
California
$2.9M +$57.5K +164 +2%
CCA
1739
Childress Capital Advisors
Texas
$2.9M +$1.1M +3,138 +61%
WOSD
1740
WFA of San Diego
California
$2.9M -$248K -708 -8%
LWM
1741
Lodestone Wealth Management
Washington
$2.9M -$15.1K -43 -0.5%
CCA
1742
Cadent Capital Advisors
Oklahoma
$2.9M -$61.3K -175 -2%
NA
1743
Nottingham Advisors
New York
$2.89M +$5.26K +15 +0.2%
PCG
1744
Prosperity Consulting Group
Maryland
$2.89M +$658K +1,878 +29%
TB
1745
Treynor Bancshares
Iowa
$2.89M +$606K +1,731 +27%
VW
1746
Vance Wealth
California
$2.89M -$175K -500 -6%
MSFS
1747
Main Street Financial Solutions
Pennsylvania
$2.88M +$738K +2,106 +34%
FA
1748
FDx Advisors
Illinois
$2.88M -$200K -570 -6%
Tudor Investment Corp
1749
Tudor Investment Corp
Connecticut
$2.88M +$2.88M +8,219 New
SAMC
1750
Spectrum Asset Management (California)
California
$2.88M -$23.5K -67 -0.8%
68 69
70
71 72