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 %
MCM
1976
Magnolia Capital Management
New York
$2.37M – – –
SAF
1977
Smith Anglin Financial
Texas
$2.37M +$15.3K +43 +0.7%
FFO
1978
Fiduciary Family Office
Florida
$2.36M +$2.36M +6,612 New
GCM
1979
G2 Capital Management
Ohio
$2.36M +$585K +1,641 +33%
TA
1980
Tectonic Advisors
Texas
$2.35M +$85.2K +239 +4%
SF
1981
Symphony Financial
Texas
$2.35M +$237K +656 +11%
BHB
1982
Bank Hapoalim BM
Israel
$2.34M +$2.34M +6,561 New
NQWM
1983
Northwest Quadrant Wealth Management
Oregon
$2.33M +$71.3K +200 +3%
TCM
1984
Triumph Capital Management
Colorado
$2.33M -$227K -637 -9%
BHCM
1985
Brevan Howard Capital Management
Jersey
$2.33M +$2.33M +6,535 New
KP
1986
Keel Point
Alabama
$2.33M +$19.6K +55 +0.8%
IDA
1987
Intelligence Driven Advisers
California
$2.33M -$129K -335 -5%
LWM
1988
Lyell Wealth Management
California
$2.32M +$91.7K +257 +4%
VIP
1989
Vista Investment Partners
Oklahoma
$2.32M +$2.32M +6,514 New
AA
1990
Altman Advisors
Illinois
$2.32M +$7.85K +22 +0.3%
CWP
1991
CFM Wealth Partners
Texas
$2.32M +$7.85K +22 +0.3%
IFO
1992
Independent Family Office
New York
$2.32M +$445K +1,247 +24%
NB
1993
Nicolet Bankshares
Wisconsin
$2.32M +$27.8K +78 +1%
CAMV
1994
Concord Asset Management (Virginia)
Virginia
$2.32M +$2.01M +5,641 +654%
AA
1995
ALPS Advisors
Colorado
$2.32M +$35.7K +100 +2%
LJAC
1996
L.J. Altfest & Co
New York
$2.32M -$15K -42 -0.6%
WFS
1997
Walker Financial Services
Kentucky
$2.31M -$118K -332 -5%
GA
1998
GoalVest Advisory
New York
$2.31M +$158K +443 +7%
PIP
1999
Peachtree Investment Partners
Florida
$2.31M -$1.08M -3,022 -32%
VFA
2000
Voya Financial Advisors
Connecticut
$2.31M +$195K +544 +9%
78 79
80
81 82