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 %
XSC
1726
X-Square Capital
Puerto Rico
$3.24M -$125K -350 -4%
FCFC
1727
First Citizens Financial Corp
Iowa
$3.23M -$42.8K -120 -1%
DWA
1728
Dorsey Wright & Associates
California
$3.23M -$115K -323 -3%
TSWM
1729
Triangle Securities Wealth Management
North Carolina
$3.22M -$41K -115 -1%
LAS
1730
LWM Advisory Services
Florida
$3.22M +$53.1K +149 +2%
TTWM
1731
TCV Trust & Wealth Management
Virginia
$3.21M -$268K -752 -8%
DRS
1732
Deane Retirement Strategies
Louisiana
$3.21M +$3.92K +11 +0.1%
TSWM
1733
Tyler-Stone Wealth Management
Ohio
$3.21M -$163K -457 -5%
GSIAS
1734
Garden State Investment Advisory Services
New Jersey
$3.21M +$156K +437 +5%
OCM
1735
Orser Capital Management
Texas
$3.21M -$7.13K -20 -0.2%
GC
1736
GFG Capital
Florida
$3.2M -$11.4K -32 -0.4%
SMC
1737
Smith, Moore & Co
Missouri
$3.2M +$111K +310 +4%
CWAG
1738
Compton Wealth Advisory Group
Virginia
$3.19M +$778K +2,182 +32%
RFA
1739
Resurgent Financial Advisors
Georgia
$3.19M +$82.4K +231 +3%
WIA
1740
World Investment Advisors
California
$3.18M +$2.26M +6,343 +246%
JAG
1741
Journey Advisory Group
Kentucky
$3.17M -$160K -450 -5%
AMBIA
1742
Allen Mooney & Barnes Investment Advisors
Georgia
$3.17M +$18.9K +53 +0.6%
VAS
1743
Vestmark Advisory Solutions
Massachusetts
$3.16M +$78.1K +219 +3%
MPCL
1744
My Personal CFO LLC
Washington
$3.16M -$149K -417 -4%
MA
1745
Modus Advisors
Minnesota
$3.16M +$152K +426 +5%
CD
1746
Chapin Davis
Maryland
$3.15M +$17.8K +50 +0.6%
CFO
1747
Capitol Family Office
Oregon
$3.15M -$66.3K -186 -2%
BFPW
1748
BOK Financial Private Wealth
Colorado
$3.15M +$178K +500 +6%
CWA
1749
Capital Wealth Alliance
Arizona
$3.15M -$873K -2,449 -22%
BFG
1750
Bouchey Financial Group
New York
$3.14M +$535K +1,500 +21%
68 69
70
71 72