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 %
ACM
1801
Avalon Capital Management
California
$2.69M +$129K +367 +5%
HC
1802
Hourglass Capital
Texas
$2.69M -$635K -1,813 -19%
SSA
1803
Schonfeld Strategic Advisors
New York
$2.69M +$173K +494 +7%
HP
1804
Hikari Power
Japan
$2.69M – – –
KCG
1805
Kinsale Capital Group
Virginia
$2.68M +$887K +2,531 +49%
CNBT
1806
Canandaigua National Bank & Trust
New York
$2.68M -$127K -362 -5%
FCA
1807
FLC Capital Advisors
California
$2.68M -$56.7K -162 -2%
CGH
1808
CMG Global Holdings
Texas
$2.68M +$121K +346 +5%
AR
1809
Advisory Research
Illinois
$2.67M -$172K -490 -6%
PFA
1810
Petra Financial Advisors
Colorado
$2.66M +$71.1K +203 +3%
DM
1811
Delphi Management
Massachusetts
$2.66M +$33.3K +95 +1%
WAG
1812
Winthrop Advisory Group
Massachusetts
$2.66M -$184K -524 -6%
VC
1813
Vicus Capital
Pennsylvania
$2.66M -$45.2K -129 -2%
FAM
1814
Formidable Asset Management
Ohio
$2.63M +$27K +77 +1%
WW
1815
Westshore Wealth
California
$2.63M – – –
WAOTB
1816
Wealth Advisors of Tampa Bay
Florida
$2.63M +$1.31M +3,752 +100%
CA
1817
Cortland Associates
Missouri
$2.62M -$17.9K -51 -0.7%
IRAG
1818
Investment Research & Advisory Group
Georgia
$2.62M +$15.1K +43 +0.6%
IIA
1819
IPG Investment Advisors
California
$2.61M -$57.1K -163 -2%
OWIM
1820
Old West Investment Management
California
$2.61M -$112K -321 -4%
PCMC
1821
Private Capital Management (Colorado)
Colorado
$2.61M +$10.2K +29 +0.4%
SLT
1822
St Louis Trust
Missouri
$2.61M – – –
VDI
1823
Vaughan David Investments
Illinois
$2.6M -$1.4K -4 -0.1%
PFSC
1824
Peoples Financial Services Corp
Pennsylvania
$2.6M -$194K -553 -7%
CWM
1825
Chesapeake Wealth Management
Virginia
$2.6M -$12.3K -35 -0.5%
71 72
73
74 75