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 %
CWMU
1901
Caliber Wealth Management (Utah)
Utah
$2.66M +$64.6K +181 +2%
LAIC
1902
Lederer & Associates Investment Counsel
California
$2.65M +$6.78K +19 +0.3%
SFG
1903
SNS Financial Group
Minnesota
$2.65M +$114K +319 +4%
PFSC
1904
Peoples Financial Services Corp
Pennsylvania
$2.65M – – –
FAM
1905
Formidable Asset Management
Ohio
$2.64M -$37.1K -104 -1%
REMPR
1906
Roof Eidam Maycock Peralta (REMP)
California
$2.63M +$3.21K +9 +0.1%
PI
1907
PEAK6 Investments
Illinois
$2.62M +$1.96M +5,506 +297%
GCA
1908
Gradient Capital Advisors
California
$2.62M +$141K +394 +6%
AWC
1909
Adamsbrown Wealth Consultants
Kansas
$2.62M +$4.64K +13 +0.2%
HWMG
1910
Hurlow Wealth Management Group
Indiana
$2.62M -$1.07K -3 -0%
FFP
1911
FourThought Financial Partners
Florida
$2.61M -$12.8K -36 -0.5%
1WA
1912
180 Wealth Advisors
Washington
$2.61M -$8.34K -23 -0.3%
RW
1913
REDW Wealth
New Mexico
$2.61M -$620K -1,739 -19%
SEP
1914
Southland Equity Partners
Missouri
$2.6M +$26K +73 +1%
SIC
1915
Samalin Investment Counsel
New York
$2.6M +$10.3K +29 +0.4%
BWM
1916
Baystate Wealth Management
Massachusetts
$2.6M +$19.3K +54 +0.7%
APWM
1917
Atlas Private Wealth Management
New York
$2.6M +$35.3K +99 +1%
CWM
1918
Chesapeake Wealth Management
Virginia
$2.6M -$50.3K -141 -2%
HC
1919
Hourglass Capital
Texas
$2.59M -$147K -412 -5%
FMB
1920
Field & Main Bank
Kentucky
$2.59M +$39.2K +110 +2%
FAG
1921
Financial Advisory Group
Texas
$2.58M – – –
MSFP
1922
Mark Sheptoff Financial Planning
Connecticut
$2.57M -$4.28K -12 -0.2%
BDL
1923
Bey-Douglas LLC
Georgia
$2.57M +$2.57M +7,200 New
P
1924
&Partners
Tennessee
$2.57M +$990K +2,742 +63%
GC
1925
Gibson Capital
Pennsylvania
$2.57M +$1.39M +3,896 +118%
75 76
77
78 79