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 %
RW
1751
Rede Wealth
Virginia
$3.14M +$525K +1,473 +20%
ICM
1752
IMS Capital Management
Oregon
$3.13M +$111K +310 +4%
CFP
1753
Catalyst Financial Partners
Massachusetts
$3.12M -$42.1K -118 -1%
HFM
1754
Hartford Financial Management
Connecticut
$3.11M +$8.2K +23 +0.3%
SKK
1755
Shepherd Kaplan Krochuk
Massachusetts
$3.1M +$116K +325 +4%
MGWM
1756
Marks Group Wealth Management
Minnesota
$3.1M +$197K +552 +7%
KA
1757
Klingman & Associates
New York
$3.1M -$122K -341 -4%
KCM
1758
Kaye Capital Management
California
$3.09M +$7.82K +21 +0.3%
LIWM
1759
Long Island Wealth Management
New York
$3.08M +$3.08M +8,640 New
GPFA
1760
Game Plan Financial Advisors
Ohio
$3.08M +$3.08M +8,633 New
GC
1761
Garde Capital
Washington
$3.07M +$80.2K +225 +3%
CF
1762
Crosspoint Financial
California
$3.07M – – –
SA
1763
SRH Advisors
Kansas
$3.07M – – –
CFGSD
1764
Compass Financial Group (South Dakota)
South Dakota
$3.06M +$180K +505 +6%
PCG
1765
Prosperity Consulting Group
Maryland
$3.06M +$119K +334 +4%
DAM
1766
Deltec Asset Management
New York
$3.06M -$205K -575 -6%
ACM
1767
Ashford Capital Management
Delaware
$3.06M – – –
JF
1768
JSF Financial
California
$3.04M +$4.64K +13 +0.2%
IPAM
1769
ICICI Prudential Asset Management
India
$3.04M – – –
ZIC
1770
ZWJ Investment Counsel
Georgia
$3.03M -$46.4K -130 -2%
SCM
1771
Schnieders Capital Management
California
$3.03M -$196K -550 -6%
LA
1772
LBP AM
France
$3.02M +$1.13M +3,157 +60%
LWM
1773
Lodestone Wealth Management
Washington
$3.02M +$64.6K +181 +2%
DI
1774
DFPG Investments
Utah
$3.01M -$315K -860 -9%
CCA
1775
Clarity Capital Advisors
Florida
$3.01M +$3.01M +8,443 New
69 70
71
72 73