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 %
SF
2001
Symphony Financial
Texas
$2.04M +$415K +1,193 +26%
HGERS
2002
Householder Group Estate & Retirement Specialist
Arizona
$2.04M +$2.04M +5,813 New
LWMG
2003
Levy Wealth Management Group
Pennsylvania
$2.03M -$69.4K -198 -3%
BCM
2004
Bourgeon Capital Management
Connecticut
$2.03M – – –
SCM
2005
Spreng Capital Management
Ohio
$2.03M +$127K +363 +7%
V
2006
ViaWealth
Kansas
$2.02M – – –
TFP
2007
Tilia Fiduciary Partners
North Carolina
$2.02M +$79.2K +226 +4%
LFGO
2008
Legacy Financial Group (Oklahoma)
Oklahoma
$2.02M +$1.05K +3 +0.1%
JAFL
2009
Jay A. Fishman Ltd
Michigan
$2.02M +$17.5K +50 +0.9%
ABLA
2010
Alan B. Lancz & Associates
Ohio
$2.01M – – –
ZIG
2011
Zullo Investment Group
Pennsylvania
$2.01M +$19.6K +56 +1%
BCG
2012
Breakwater Capital Group
New Jersey
$2.01M +$147K +429 +8%
RBC
2013
Romano Brothers & Co
Illinois
$2.01M – – –
ROTUOC
2014
Regents of the University of California
California
$2M – – –
IIC
2015
Integrated Investment Consultants
Michigan
$2M -$104K -296 -5%
CIC
2016
Cutler Investment Counsel
Oregon
$2M +$60.3K +172 +3%
SOS
2017
Silver Oak Securities
Tennessee
$2M +$820K +2,342 +70%
AIA
2018
Arbor Investment Advisors
North Carolina
$1.99M -$1.4K -4 -0.1%
TBWA
2019
Three Bridge Wealth Advisors
California
$1.99M +$11.9K +34 +0.6%
LG
2020
LaFleur & Godfrey
Michigan
$1.99M -$2.8K -8 -0.1%
CIAS
2021
CFS Investment Advisory Services
New Jersey
$1.99M +$1.99M +5,666 New
CAGAS
2022
Capital Advisory Group Advisory Services
Minnesota
$1.98M +$1.98M +5,665 New
SAM
2023
Steinberg Asset Management
New York
$1.98M – – –
GB
2024
Goepper Burkhardt
South Carolina
$1.98M – – –
NB
2025
Northwest Bancshares
Pennsylvania
$1.98M – – –
79 80
81
82 83