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 %
HP
1876
Hikari Power
Japan
$2.74M – – –
TW
1877
TrinityPoint Wealth
Connecticut
$2.72M -$38.9K -109 -1%
CFO
1878
Callan Family Office
Pennsylvania
$2.72M +$200K +562 +8%
QWM
1879
Quadcap Wealth Management
Texas
$2.71M +$2.71M +7,595 New
EWM
1880
Evermay Wealth Management
Virginia
$2.71M -$632K -1,773 -19%
LG
1881
LaFleur & Godfrey
Michigan
$2.71M +$685K +1,921 +34%
CTFG
1882
Capstone Triton Financial Group
Oklahoma
$2.7M -$307K -860 -10%
QC
1883
Quent Capital
New York
$2.7M +$112K +314 +4%
TCA
1884
Trifecta Capital Advisors
Illinois
$2.7M +$235K +660 +10%
AWM
1885
Aviso Wealth Management
Washington
$2.7M +$2.7M +7,579 New
DIA
1886
Dean Investment Associates
Ohio
$2.7M -$97K -272 -3%
I
1887
INVST
Indiana
$2.7M -$76.8K -195 -3%
HAS
1888
HBW Advisory Services
California
$2.7M +$326K +914 +14%
AWM
1889
Angeles Wealth Management
California
$2.69M +$398K +1,116 +17%
C
1890
Certuity
Florida
$2.69M +$731K +2,049 +37%
NJIM
1891
Nabity-Jensen Investment Management
Nebraska
$2.69M +$2.69M +7,540 New
CNBT
1892
Canandaigua National Bank & Trust
New York
$2.68M -$49.9K -140 -2%
WW
1893
Westshore Wealth
California
$2.68M – – –
LWM
1894
LongView Wealth Management
Georgia
$2.67M +$2.67M +7,285 New
CA
1895
Cortland Associates
Missouri
$2.67M -$4.64K -13 -0.2%
FA
1896
Fiducient Advisors
Illinois
$2.66M +$1.27M +3,574 +92%
PWG
1897
Portside Wealth Group
Utah
$2.66M -$146K -410 -5%
IRAG
1898
Investment Research & Advisory Group
Georgia
$2.66M -$4.64K -13 -0.2%
RWA
1899
Redhawk Wealth Advisors
Minnesota
$2.66M +$94.9K +266 +4%
R
1900
Rebalance
California
$2.66M +$17.8K +50 +0.7%
74 75
76
77 78