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 %
LAIC
1826
Lederer & Associates Investment Counsel
California
$2.6M -$171K -487 -6%
R
1827
Rebalance
California
$2.59M +$33.3K +95 +1%
EWM
1828
EPG Wealth Management
Georgia
$2.58M +$93.2K +266 +4%
REMPR
1829
Roof Eidam Maycock Peralta (REMP)
California
$2.58M +$701 +2 +0%
FFP
1830
FourThought Financial Partners
Florida
$2.58M +$20.3K +58 +0.8%
FAT
1831
First American Trust
California
$2.57M +$12.3K +35 +0.5%
FNBOMD
1832
First National Bank of Mount Dora
Florida
$2.57M -$117K -333 -4%
HWMG
1833
Hurlow Wealth Management Group
Indiana
$2.57M -$31.5K -90 -1%
AWC
1834
Adamsbrown Wealth Consultants
Kansas
$2.57M +$2.45K +7 +0.1%
NL
1835
NVWM LLC
Pennsylvania
$2.57M +$37.1K +106 +1%
RW
1836
Rede Wealth
Virginia
$2.57M -$261K -745 -9%
BFG
1837
Bouchey Financial Group
New York
$2.56M +$329K +938 +15%
QPWM
1838
Quadrant Private Wealth Management
Pennsylvania
$2.55M -$230K -656 -8%
QC
1839
Quent Capital
New York
$2.55M +$127K +362 +5%
SIC
1840
Samalin Investment Counsel
New York
$2.54M +$12.6K +36 +0.5%
CWMU
1841
Caliber Wealth Management (Utah)
Utah
$2.54M +$69K +197 +3%
SI
1842
Saxon Interests
Texas
$2.54M +$1.81M +5,160 +245%
CCM
1843
Carlson Capital Management
Minnesota
$2.54M -$17.5K -50 -0.7%
BWM
1844
Baystate Wealth Management
Massachusetts
$2.54M +$68.3K +195 +3%
FAG
1845
Financial Advisory Group
Texas
$2.53M – – –
SEP
1846
Southland Equity Partners
Missouri
$2.53M +$122K +349 +5%
1WA
1847
180 Wealth Advisors
Washington
$2.53M +$15.1K +43 +0.6%
MSFP
1848
Mark Sheptoff Financial Planning
Connecticut
$2.53M +$12.6K +36 +0.5%
PCI
1849
Planning Center Inc
Illinois
$2.53M -$133K -380 -5%
WAAG
1850
Wealth Alliance Advisory Group
Kansas
$2.52M +$90K +257 +4%
72 73
74
75 76