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 %
APWM
1851
Atlas Private Wealth Management
New York
$2.52M +$117K +334 +5%
PNC
1852
Park National Corp
Ohio
$2.52M -$149K -425 -6%
GIM
1853
Guardian Investment Management
California
$2.52M +$8.06K +23 +0.3%
RWA
1854
Redhawk Wealth Advisors
Minnesota
$2.52M +$117K +333 +5%
TCM
1855
Triumph Capital Management
Colorado
$2.51M +$139K +398 +6%
GWM
1856
Gray Wealth Management
Maine
$2.51M +$443K +1,264 +21%
CP
1857
CenterBook Partners
Connecticut
$2.5M -$711K -2,029 -22%
FMB
1858
Field & Main Bank
Kentucky
$2.5M -$113K -323 -4%
S
1859
SimplyRich
California
$2.5M – – –
JCM
1860
Jag Capital Management
Missouri
$2.5M -$17.5K -50 -0.7%
WAG
1861
Windsor Advisory Group
Ohio
$2.49M – – –
SFG
1862
SNS Financial Group
Minnesota
$2.49M -$160K -457 -6%
GWP
1863
Gateway Wealth Partners
Wisconsin
$2.49M +$138K +393 +6%
SAMT
1864
Select Asset Management & Trust
Pennsylvania
$2.48M – – –
I
1865
INVST
Indiana
$2.47M +$61K +174 +3%
CFO
1866
Callan Family Office
Pennsylvania
$2.47M -$111K -317 -4%
IWA
1867
IBEX Wealth Advisors
New Jersey
$2.47M +$2.47M +7,043 New
CS
1868
Comerica Securities
Michigan
$2.46M -$10.9K -31 -0.4%
CBA
1869
Coastal Bridge Advisors
Connecticut
$2.46M +$35K +100 +1%
SCM
1870
Sterneck Capital Management
Missouri
$2.45M -$42K -120 -2%
LPT
1871
Legacy Private Trust
Wisconsin
$2.45M -$326K -930 -12%
1W
1872
1776 Wealth
Georgia
$2.44M – – –
CBNLCF
1873
Cognios Beta Neutral Large Cap Fund
Kansas
$2.44M -$10.9K -31 -0.4%
CMI
1874
Clare Market Investments
Texas
$2.44M +$799K +2,280 +49%
GCA
1875
Gradient Capital Advisors
California
$2.44M +$106K +302 +5%
73 74
75
76 77