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 %
HBW
1976
Hazlett, Burt & Watson
West Virginia
$2.09M +$21.7K +62 +1%
G
1977
GenTrust
Florida
$2.08M – – –
SSWM
1978
Strait & Sound Wealth Management
California
$2.08M -$21.7K -62 -1%
GP
1979
Girard Partners
Pennsylvania
$2.08M -$245K -700 -11%
MCM
1980
Monarch Capital Management
Indiana
$2.08M +$4.2K +12 +0.2%
FPFS
1981
First Personal Financial Services
North Carolina
$2.08M +$83.4K +238 +4%
OL
1982
Optas LLC
Texas
$2.07M +$350 +1 +0%
AWA
1983
Alta Wealth Advisors
Massachusetts
$2.07M -$69K -197 -3%
WCG
1984
Weaver Consulting Group
California
$2.07M -$43.8K -125 -2%
CA
1985
Centerpoint Advisors
Massachusetts
$2.07M -$42K -120 -2%
FWM
1986
Fingerlakes Wealth Management
New York
$2.07M -$14.4K -41 -0.7%
TAM
1987
Townsend Asset Management
North Carolina
$2.07M -$7.01K -20 -0.3%
FPGK
1988
Financial Partners Group (Kansas)
Kansas
$2.06M +$40.7K +117 +2%
VWM
1989
Venturi Wealth Management
Texas
$2.06M +$23.8K +68 +1%
IP
1990
Investment Partners
Ohio
$2.06M +$531K +1,515 +35%
TSW
1991
Three Seasons Wealth
Utah
$2.06M +$2.06M +5,880 New
BHIC
1992
Bassett Hargrove Investment Counsel
Delaware
$2.06M -$27.3K -78 -1%
LW
1993
Linscomb Wealth
Texas
$2.06M -$142K -406 -6%
PWM
1994
Palumbo Wealth Management
New York
$2.05M +$350 +1 +0%
MMHP
1995
Murphy Middleton Hinkle & Parker
Georgia
$2.05M -$149K -425 -7%
Simplex Trading
1996
Simplex Trading
Illinois
$2.05M -$9.55M -27,254 -82%
WP
1997
WealthShield Partners
North Carolina
$2.04M +$39.2K +112 +2%
WMSA
1998
Weiss Multi-Strategy Advisers
New York
$2.04M – – –
HFS
1999
Hantz Financial Services
Michigan
$2.04M +$118K +337 +6%
Kayne Anderson Rudnick Investment Management
2000
Kayne Anderson Rudnick Investment Management
California
$2.04M -$547K -1,561 -21%
78 79
80
81 82