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 %
RWB
1951
RMR Wealth Builders
New Jersey
$2.16M +$613K +1,751 +40%
BMC
1952
Benin Management Corp
Connecticut
$2.15M – – –
HCM
1953
Hodges Capital Management
Texas
$2.15M -$362K -1,034 -14%
Grantham, Mayo, Van Otterloo & Co (GMO)
1954
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.15M -$720K -2,056 -25%
TA
1955
TruWealth Advisors
Louisiana
$2.14M -$104K -298 -5%
WC
1956
Winmill & Co
New York
$2.14M – – –
BW
1957
BIP Wealth
Georgia
$2.14M +$159K +454 +8%
EWM
1958
Elmwood Wealth Management
California
$2.14M -$5.26K -15 -0.2%
GWM
1959
Greenwich Wealth Management
Connecticut
$2.13M -$24.2K -69 -1%
GC
1960
Guidance Capital
Kentucky
$2.12M +$45.6K +133 +2%
CFG
1961
CMC Financial Group
Georgia
$2.12M -$350 -1 -0%
FMLI
1962
Fukoku Mutual Life Insurance
Japan
$2.12M – – –
CWM
1963
Cahaba Wealth Management
Georgia
$2.11M -$32.9K -94 -2%
GA
1964
GoalVest Advisory
New York
$2.11M -$29.1K -83 -1%
GLA
1965
Good Life Advisors
Pennsylvania
$2.11M -$196K -560 -8%
AAIS
1966
ABN AMRO Investment Solutions
$2.11M +$296K +846 +16%
VFA
1967
Voya Financial Advisors
Connecticut
$2.11M +$166K +465 +9%
PTC
1968
Provident Trust Company
Wisconsin
$2.11M – – –
SMWM
1969
Silvia McColl Wealth Management
California
$2.11M -$67.6K -193 -3%
LNWTC
1970
Laird Norton Wetherby Trust Company
Washington
$2.11M +$198K +564 +10%
FFS
1971
Founders Financial Securities
Maryland
$2.09M +$407K +1,162 +24%
RWA
1972
River Wealth Advisors
Pennsylvania
$2.09M -$289K -825 -12%
TPW
1973
Transatlantique Private Wealth
New York
$2.09M +$5.26K +15 +0.3%
LRIA
1974
Leonard Rickey Investment Advisors
Washington
$2.09M +$58.5K +167 +3%
OFS
1975
OneAscent Financial Services
Alabama
$2.09M +$2.09M +5,960 New
77 78
79
80 81