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 %
EVM
1751
Evelyn V. Moreno
$2.88M -$95.3K -272 -3%
PWA
1752
Provenance Wealth Advisors
Florida
$2.88M +$2.88M +8,211 New
LFA
1753
Landmark Financial Advisors
Kentucky
$2.87M – – –
BST
1754
Bath Savings Trust
Maine
$2.86M +$74.6K +213 +3%
SIMG
1755
Sonora Investment Management Group
Arizona
$2.86M +$52.5K +150 +2%
TLCM
1756
Twin Lakes Capital Management
California
$2.86M – – –
AFP
1757
Ausdal Financial Partners
Iowa
$2.86M +$16.1K +46 +0.6%
MGWM
1758
Marks Group Wealth Management
Minnesota
$2.85M -$50.1K -143 -2%
TCM
1759
Tufton Capital Management
Maryland
$2.84M +$84.8K +242 +3%
LWM
1760
Ledge Wealth Management
Minnesota
$2.84M +$237K +677 +9%
MSA
1761
McAlister Sweet & Associates
Texas
$2.84M +$264K +754 +10%
CCM
1762
Chilton Capital Management
Texas
$2.83M -$35.4K -101 -1%
FCP
1763
Fidelis Capital Partners
Florida
$2.83M +$338K +965 +14%
MFWP
1764
Mosaic Family Wealth Partners
Missouri
$2.83M – – –
CFGSD
1765
Compass Financial Group (South Dakota)
South Dakota
$2.83M +$111K +317 +4%
RVPG
1766
Relative Value Partners Group
$2.83M +$463K +1,321 +20%
CWM
1767
C2C Wealth Management
Arizona
$2.82M +$14.6K +42 +0.5%
NCM
1768
Next Capital Management
New York
$2.82M +$16.8K +48 +0.6%
OGC
1769
Oak Grove Capital
New Hampshire
$2.82M +$12.6K +36 +0.4%
WA1
1770
Wimmer Associates 1
California
$2.81M -$32.6K -93 -1%
CP
1771
Cumberland Partners
Ontario, Canada
$2.81M -$1.05K -3 -0%
BWM
1772
BCGM Wealth Management
Indiana
$2.81M +$228K +650 +9%
GA
1773
GSG Advisors
New Jersey
$2.8M +$2.8M +8,001 New
FDS
1774
Freedom Day Solutions
Texas
$2.8M -$16.8K -48 -0.6%
SIA
1775
Strategic Investment Advisors
Michigan
$2.8M +$1.49M +4,266 +114%
69 70
71
72 73