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 %
BAM
1926
Brave Asset Management
New Jersey
$2.24M -$1.4K -4 -0.1%
AWA
1927
Artemis Wealth Advisors
New York
$2.24M – – –
PAA
1928
Peregrine Asset Advisers
Oregon
$2.24M +$1.71M +4,875 +323%
GWAG
1929
Garrett Wealth Advisory Group
Texas
$2.23M +$87.6K +250 +4%
TA
1930
Tectonic Advisors
Texas
$2.23M -$186K -530 -8%
NQWM
1931
Northwest Quadrant Wealth Management
Oregon
$2.22M -$26.3K -75 -1%
PWS
1932
Paragon Wealth Strategies
Florida
$2.22M +$89.7K +256 +4%
NDSI
1933
Newman Dignan & Sheerar Inc
Rhode Island
$2.21M -$1.75K -5 -0.1%
GWM
1934
GSB Wealth Management
Connecticut
$2.21M +$14.4K +41 +0.7%
FWMM
1935
Foundation Wealth Management (Missouri)
Missouri
$2.21M – – –
TWM
1936
Thrive Wealth Management
Pennsylvania
$2.2M -$8.76K -25 -0.4%
SFG
1937
StrategIQ Financial Group
Indiana
$2.2M +$8.76K +25 +0.4%
IDA
1938
Intelligence Driven Advisers
California
$2.2M +$1.72K +5 +0.1%
BSB
1939
Bangor Savings Bank
Maine
$2.19M -$50.4K -144 -2%
LWM
1940
Lyell Wealth Management
California
$2.19M – – –
JWM
1941
Jupiter Wealth Management
Colorado
$2.19M +$456K +1,300 +26%
WCAMG
1942
Woodard & Company Asset Management Group
North Carolina
$2.19M +$4.55K +13 +0.2%
AP
1943
Adero Partners
California
$2.18M +$53.2K +152 +3%
NG
1944
Norden Group
Utah
$2.18M +$2.18M +6,224 New
LAS
1945
Lloyd Advisory Services
Georgia
$2.18M +$2.18M +6,224 New
GC
1946
Gilbert & Cook
Iowa
$2.18M -$10.5K -30 -0.5%
MWA
1947
Miller Wealth Advisors
Colorado
$2.18M +$12.3K +35 +0.6%
MIC
1948
Meridian Investment Counsel
California
$2.17M -$59.6K -170 -3%
FWA
1949
FSM Wealth Advisors
Ohio
$2.17M +$11.9K +34 +0.6%
PFG
1950
Pinnacle Financial Group
Illinois
$2.17M – – –
76 77
78
79 80