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 %
AO
1951
Allen Operations
New York
$2.46M – – –
HIC
1952
Holderness Investments Company
North Carolina
$2.46M +$6.78K +19 +0.3%
AWA
1953
Alta Wealth Advisors
Massachusetts
$2.46M +$352K +988 +17%
LWA
1954
Lantern Wealth Advisors
New York
$2.46M +$2.46M +6,901 New
SL
1955
Stevard LLC
Illinois
$2.46M +$2.85K +8 +0.1%
RGI
1956
River Global Investors
United Kingdom
$2.45M -$351K -983 -13%
NWMG
1957
National Wealth Management Group
Ohio
$2.45M +$64.9K +182 +3%
AO
1958
Advisor OS
Illinois
$2.45M +$1.12M +3,136 +84%
SA
1959
Sage Advisors
Colorado
$2.45M +$2.45M +6,857 New
ACM
1960
Altrius Capital Management
North Carolina
$2.44M – – –
SPIS
1961
Steward Partners Investment Solutions
Oregon
$2.42M +$2.42M +6,792 New
GIM
1962
Guardian Investment Management
California
$2.42M -$143K -400 -6%
AP
1963
Adero Partners
California
$2.42M +$199K +557 +9%
LBC
1964
Lowe Brockenbrough & Co
Virginia
$2.42M +$68.8K +193 +3%
PSC
1965
Prentiss Smith & Co
Vermont
$2.42M – – –
WSC
1966
Wellington Shields & Co
New York
$2.42M +$29.6K +83 +1%
JHP
1967
James Hambro & Partners
United Kingdom
$2.41M +$2.86K +8 +0.1%
TC
1968
Trust Company
Kansas
$2.41M +$423K +1,185 +21%
GC
1969
Guidance Capital
Kentucky
$2.41M +$163K +449 +7%
JCM
1970
Jag Capital Management
Missouri
$2.41M -$136K -381 -5%
GFP
1971
Guardian Financial Partners
California
$2.39M +$5.35K +15 +0.2%
SCM
1972
Sterneck Capital Management
Missouri
$2.39M -$107K -299 -4%
LFG
1973
Larson Financial Group
Missouri
$2.39M -$82.7K -232 -3%
GWAG
1974
Garrett Wealth Advisory Group
Texas
$2.38M +$116K +325 +5%
AB
1975
Atlas Brown
Kentucky
$2.38M +$16.8K +47 +0.7%
77 78
79
80 81