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 %
WAM
1876
Weatherly Asset Management
California
$2.44M -$47.3K -135 -2%
KI
1877
Keystone Investors
Singapore
$2.43M +$2.43M +6,950 New
VC
1878
Vestor Capital
Illinois
$2.43M -$44.1K -126 -2%
TCOO
1879
Trust Company of Oklahoma
Oklahoma
$2.43M -$168K -480 -6%
LFG
1880
Larson Financial Group
Missouri
$2.43M -$499K -1,425 -17%
TCA
1881
Trifecta Capital Advisors
Illinois
$2.42M -$242K -692 -9%
SFG
1882
SevenBridge Financial Group
Pennsylvania
$2.42M +$241K +687 +11%
CA
1883
Calton & Associates
Florida
$2.42M -$2.37M -6,765 -49%
AO
1884
Allen Operations
New York
$2.42M – – –
SL
1885
Stevard LLC
Illinois
$2.41M +$399K +1,140 +20%
HIC
1886
Holderness Investments Company
North Carolina
$2.41M +$7.01K +20 +0.3%
RFP
1887
Root Financial Partners
California
$2.4M -$103K -293 -4%
ACM
1888
Altrius Capital Management
North Carolina
$2.4M -$49.4K -141 -2%
WFS
1889
Walker Financial Services
Kentucky
$2.39M +$68.7K +196 +3%
AAS
1890
Annex Advisory Services
Wisconsin
$2.38M -$30.5K -87 -1%
PSC
1891
Prentiss Smith & Co
Vermont
$2.37M +$4.2K +12 +0.2%
CWAG
1892
Compton Wealth Advisory Group
Virginia
$2.37M +$156K +445 +7%
JHP
1893
James Hambro & Partners
United Kingdom
$2.37M -$336K -959 -12%
OWA
1894
Octavia Wealth Advisors
Ohio
$2.36M +$82.3K +235 +4%
GFP
1895
Guardian Financial Partners
California
$2.35M +$47.3K +135 +2%
WSC
1896
Wellington Shields & Co
New York
$2.34M +$27K +77 +1%
NWMG
1897
National Wealth Management Group
Ohio
$2.34M +$55K +157 +2%
MCM
1898
Magnolia Capital Management
New York
$2.33M -$52.5K -150 -2%
HAS
1899
HBW Advisory Services
California
$2.33M -$272K -777 -10%
AB
1900
Atlas Brown
Kentucky
$2.32M +$3.5K +10 +0.2%
74 75
76
77 78