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 %
PWA
1801
Provenance Wealth Advisors
Florida
$2.94M +$14.3K +40 +0.5%
AIMA
1802
Ables Iannone Moore & Associates
Georgia
$2.94M +$2.94M +8,251 New
WPWM
1803
Western Pacific Wealth Management
Illinois
$2.94M -$14.6K -41 -0.5%
SIAP
1804
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.94M -$54.2K -152 -2%
VW
1805
Vance Wealth
California
$2.94M +$2.14K +6 +0.1%
OTL
1806
Oak Thistle LLC
New York
$2.92M +$2.16M +6,048 +282%
CPA
1807
Capital Planning Advisors
California
$2.92M +$93.8K +263 +3%
AI
1808
AXS Investments
New York
$2.92M -$157K -441 -5%
BST
1809
Bath Savings Trust
Maine
$2.91M -$2.14K -6 -0.1%
PC
1810
Prairiewood Capital
North Dakota
$2.91M -$64.6K -181 -2%
SIMG
1811
Sonora Investment Management Group
Arizona
$2.91M -$6.06K -17 -0.2%
DCM
1812
Dimension Capital Management
Florida
$2.91M +$1.1M +3,080 +61%
AIIMS
1813
Analyst IMS Investment Management Services
Israel
$2.91M +$1.17M +3,286 +68%
FCA
1814
FLC Capital Advisors
California
$2.91M +$178K +499 +7%
PCFFS
1815
Pacific Center for Financial Services
California
$2.9M -$88.5K -248 -3%
DM
1816
Delphi Management
Massachusetts
$2.89M +$183K +514 +7%
HCM
1817
Hodges Capital Management
Texas
$2.89M +$705K +1,975 +32%
SLT
1818
St Louis Trust
Missouri
$2.89M +$238K +666 +9%
SWM
1819
Scissortail Wealth Management
Oklahoma
$2.89M +$1.5M +3,916 +108%
BWM
1820
BCGM Wealth Management
Indiana
$2.89M +$31.7K +89 +1%
RFP
1821
Root Financial Partners
California
$2.89M +$446K +1,251 +18%
CCA
1822
Cadent Capital Advisors
Oklahoma
$2.88M -$68.1K -191 -2%
MA
1823
MCF Advisors
Kentucky
$2.88M +$78.5K +220 +3%
NCM
1824
Next Capital Management
New York
$2.88M +$10.7K +30 +0.4%
NSB
1825
Norway Savings Bank
Maine
$2.88M +$136K +380 +5%
71 72
73
74 75