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 %
DL
1901
DOHJ LLC
Washington
$2.32M +$4.87K +14 +0.2%
EFG
1902
Everhart Financial Group
Ohio
$2.32M +$67.6K +193 +3%
BBNA
1903
Bremer Bank National Association
Minnesota
$2.31M -$192K -547 -8%
SAF
1904
Smith Anglin Financial
Texas
$2.31M +$447K +1,275 +24%
GKFF
1905
George Kaiser Family Foundation
Oklahoma
$2.31M – – –
LBC
1906
Lowe Brockenbrough & Co
Virginia
$2.31M -$7.36K -21 -0.3%
ODG
1907
O'Dell Group
Ohio
$2.31M -$47.6K -136 -2%
CHP
1908
Cable Hill Partners
Oregon
$2.3M -$157K -448 -6%
BT
1909
Brandywine Trust
Delaware
$2.29M – – –
LJAC
1910
L.J. Altfest & Co
New York
$2.29M -$138K -395 -6%
OAM
1911
Odey Asset Management
United Kingdom
$2.28M +$2.28M +6,510 New
MFS
1912
Madrona Financial Services
Washington
$2.27M +$51.8K +148 +2%
AA
1913
Altman Advisors
Illinois
$2.27M +$2.27M +6,492 New
CWP
1914
CFM Wealth Partners
Texas
$2.27M +$170K +485 +8%
CCM
1915
Condor Capital Management
New Jersey
$2.27M +$50.4K +144 +2%
KP
1916
Keel Point
Alabama
$2.27M +$32.9K +94 +1%
AA
1917
Addison Advisors
Vermont
$2.27M -$89.3K -255 -4%
AWM
1918
Angeles Wealth Management
California
$2.25M +$176K +503 +8%
NGA
1919
Naples Global Advisors
Florida
$2.25M +$360K +1,029 +19%
NB
1920
Nicolet Bankshares
Wisconsin
$2.25M +$17.5K +50 +0.8%
VCP
1921
Verus Capital Partners
Arizona
$2.25M +$14.4K +41 +0.6%
KIA
1922
Kraematon Investment Advisors
Massachusetts
$2.25M -$102K -290 -4%
MCM
1923
Maple Capital Management
Vermont
$2.25M -$38.2K -109 -2%
LFA
1924
Laraway Financial Advisors
Minnesota
$2.25M – – –
AA
1925
ALPS Advisors
Colorado
$2.24M -$445K -1,270 -17%
75 76
77
78 79