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 %
PCM
1776
Penserra Capital Management
California
$3.01M -$640K -1,794 -18%
PAMG
1777
Patton Albertson Miller Group
Tennessee
$3M -$11.4K -32 -0.4%
AFP
1778
Ausdal Financial Partners
Iowa
$3M +$89.5K +251 +3%
QPWM
1779
Quadrant Private Wealth Management
Pennsylvania
$2.99M +$399K +1,120 +15%
MSFS
1780
Main Street Financial Solutions
Pennsylvania
$2.99M +$54.2K +152 +2%
FAT
1781
First American Trust
California
$2.99M +$365K +1,023 +14%
SAMC
1782
Spectrum Asset Management (California)
California
$2.98M +$53.5K +150 +2%
AWM
1783
Aberdeen Wealth Management
Illinois
$2.98M -$2.77M -7,762 -48%
GA
1784
GSG Advisors
New Jersey
$2.98M +$46.9K +128 +2%
CGH
1785
CMG Global Holdings
Texas
$2.98M -$105K -261 -3%
APW
1786
Aurora Private Wealth
New Jersey
$2.98M – – –
OWIM
1787
Old West Investment Management
California
$2.98M +$317K +890 +12%
SWA
1788
Sax Wealth Advisors
New Jersey
$2.98M +$1.63M +4,581 +122%
WGAM
1789
Wilkinson Global Asset Management
New York
$2.97M -$32.1K -90 -1%
PFS
1790
Physicians Financial Services
North Carolina
$2.97M +$1.78K +5 +0.1%
FFB
1791
First Financial Bankshares
Texas
$2.96M +$2.96M +8,305 New
MSA
1792
McAlister Sweet & Associates
Texas
$2.96M +$68.1K +191 +2%
V
1793
VeraBank
Texas
$2.96M – – –
WPC
1794
Waters Parkerson & Co
Louisiana
$2.95M -$21.4K -60 -0.7%
MW
1795
Marcum Wealth
Ohio
$2.95M -$135K -378 -4%
BWP
1796
Balboa Wealth Partners
Arizona
$2.95M -$60.6K -170 -2%
WA
1797
Wealth Alliance
New York
$2.95M +$156K +438 +6%
NAM
1798
NTV Asset Management
West Virginia
$2.95M -$452K -1,268 -13%
CCM
1799
Chilton Capital Management
Texas
$2.95M +$64.9K +182 +2%
JWM
1800
Jackson Wealth Management
Florida
$2.95M +$99.9K +280 +4%
70 71
72
73 74