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 %
RZH
1926
Relyea Zuckerberg Hanson
Connecticut
$2.56M -$819K -2,295 -24%
PCI
1927
Planning Center Inc
Illinois
$2.56M -$11.8K -33 -0.5%
S
1928
SimplyRich
California
$2.54M -$357 -1 -0%
CBA
1929
Coastal Bridge Advisors
Connecticut
$2.54M +$39.2K +110 +2%
HHWM
1930
Hiley Hunt Wealth Management
Nebraska
$2.54M +$2.54M +7,121 New
WAG
1931
Windsor Advisory Group
Ohio
$2.54M – – –
IEFM
1932
IQ EQ Fund Management
Ireland
$2.53M -$439K -1,232 -15%
GWM
1933
Gray Wealth Management
Maine
$2.53M -$25K -70 -1%
SAMT
1934
Select Asset Management & Trust
Pennsylvania
$2.52M – – –
SFG
1935
SevenBridge Financial Group
Pennsylvania
$2.52M +$53.5K +150 +2%
AAM
1936
Augustine Asset Management
Florida
$2.51M -$1.08M -3,032 -30%
AMG
1937
Asset Management Group
Connecticut
$2.51M +$796K +2,229 +46%
NWM
1938
NRI Wealth Management
California
$2.51M +$2.51M +7,040 New
MCA
1939
Magnolia Capital Advisors
Mississippi
$2.51M +$2.51M +6,483 New
CMI
1940
Clare Market Investments
Texas
$2.51M +$25K +70 +1%
FNBOMD
1941
First National Bank of Mount Dora
Florida
$2.51M -$111K -310 -4%
LPT
1942
Legacy Private Trust
Wisconsin
$2.51M +$11.4K +32 +0.5%
SAW
1943
Signal Advisors Wealth
Michigan
$2.5M +$2.5M +7,013 New
BBNA
1944
Bremer Bank National Association
Minnesota
$2.5M +$143K +401 +6%
ORAM
1945
One River Asset Management
Connecticut
$2.49M -$3.46M -9,704 -58%
EFG
1946
Everhart Financial Group
Ohio
$2.49M +$134K +375 +6%
VC
1947
Vestor Capital
Illinois
$2.49M +$18.2K +51 +0.7%
1W
1948
1776 Wealth
Georgia
$2.49M – – –
VC
1949
Vicus Capital
Pennsylvania
$2.48M -$229K -643 -8%
TCOO
1950
Trust Company of Oklahoma
Oklahoma
$2.47M -$5.35K -15 -0.2%
76 77
78
79 80