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 %
GPI
1776
General Partner Inc
Pennsylvania
$2.8M +$367K +1,050 +15%
JWM
1777
Jackson Wealth Management
Florida
$2.8M +$34.7K +99 +1%
AA
1778
Aufman Associates
Pennsylvania
$2.79M -$65.9K -188 -2%
NERM
1779
New England Research & Management
Illinois
$2.79M -$61.3K -175 -2%
CG
1780
Cutler Group
California
$2.78M -$1.2M -3,418 -30%
OC
1781
Oakworth Capital
Alabama
$2.78M -$70.8K -202 -2%
CPA
1782
Capital Planning Advisors
California
$2.78M – – –
PFC
1783
Phocas Financial Corp
California
$2.77M +$78.8K +225 +3%
PWG
1784
Portside Wealth Group
Utah
$2.76M +$38.9K +111 +1%
KFSC
1785
Keystone Financial Services (Colorado)
Colorado
$2.76M +$48.7K +139 +2%
MA
1786
MCF Advisors
Kentucky
$2.75M -$169K -483 -6%
MRI
1787
Mad River Investors
Massachusetts
$2.75M – – –
RGI
1788
River Global Investors
United Kingdom
$2.75M -$39.6K -113 -1%
DIA
1789
Dean Investment Associates
Ohio
$2.75M -$301K -859 -10%
WA
1790
Wealth Alliance
New York
$2.75M +$62K +177 +2%
SCM
1791
SOL Capital Management
Maryland
$2.74M -$114K -325 -4%
SFA
1792
Semmax Financial Advisors
North Carolina
$2.73M +$2.73M +7,806 New
SL
1793
Sentry LLC
Tennessee
$2.73M +$281K +803 +11%
EGA
1794
E&G Advisors
Texas
$2.72M -$17.5K -50 -0.6%
VCM
1795
Versant Capital Management
Arizona
$2.72M +$17.9K +51 +0.7%
TW
1796
TrinityPoint Wealth
Connecticut
$2.71M -$1.4K -4 -0.1%
BWM
1797
BigSur Wealth Management
Florida
$2.7M -$147K -420 -5%
AA
1798
Alesco Advisors
New York
$2.7M -$71.8K -205 -3%
NSB
1799
Norway Savings Bank
Maine
$2.69M +$51.8K +148 +2%
CGA
1800
Channing Global Advisors
Florida
$2.69M +$401K +1,144 +18%
70 71
72
73 74