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 %
VCAM
1826
Van Cleef Asset Management
Ohio
$2.88M +$967K +2,712 +51%
VDI
1827
Vaughan David Investments
Illinois
$2.87M +$220K +618 +8%
GPI
1828
General Partner Inc
Pennsylvania
$2.87M – – –
FDS
1829
Freedom Day Solutions
Texas
$2.86M +$7.13K +20 +0.3%
BWM
1830
BigSur Wealth Management
Florida
$2.86M +$107K +300 +4%
OGC
1831
Oak Grove Capital
New Hampshire
$2.86M -$14.3K -40 -0.5%
CB
1832
Cadence Bank
Mississippi
$2.85M -$423K -1,185 -13%
LWM
1833
Ledge Wealth Management
Minnesota
$2.85M -$47.4K -133 -2%
CBNLCF
1834
Cognios Beta Neutral Large Cap Fund
Kansas
$2.85M +$362K +1,015 +15%
KF
1835
KKM Financial
Illinois
$2.85M +$2.85M +7,978 New
FA
1836
FDx Advisors
Illinois
$2.85M -$87.4K -245 -3%
ACM
1837
Avalon Capital Management
California
$2.84M +$103K +289 +4%
WA1
1838
Wimmer Associates 1
California
$2.83M -$27.5K -77 -1%
EWM
1839
EPG Wealth Management
Georgia
$2.83M -$80.1K -203 -3%
PNC
1840
Park National Corp
Ohio
$2.83M +$266K +747 +10%
PCMC
1841
Private Capital Management (Colorado)
Colorado
$2.82M +$164K +459 +6%
GJWM
1842
Gilliland Jeter Wealth Management
Arkansas
$2.82M +$2.82M +7,906 New
SL
1843
Sentry LLC
Tennessee
$2.82M +$35.7K +100 +1%
KFSC
1844
Keystone Financial Services (Colorado)
Colorado
$2.82M +$8.2K +23 +0.3%
BCM
1845
Barden Capital Management
Texas
$2.81M +$1.61M +4,605 +134%
AA
1846
Aufman Associates
Pennsylvania
$2.81M -$30.7K -86 -1%
NERM
1847
New England Research & Management
Illinois
$2.81M -$30.3K -85 -1%
SLWA
1848
San Luis Wealth Advisors
California
$2.81M +$2.46M +6,906 +710%
CP
1849
Cumberland Partners
Ontario, Canada
$2.81M – – –
TLCM
1850
Twin Lakes Capital Management
California
$2.81M -$107K -300 -4%
72 73
74
75 76