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 %
MLA
2001
My Legacy Advisors
Oregon
$2.3M +$328K +902 +17%
MWM
2002
MGB Wealth Management
Texas
$2.3M +$2.3M +6,445 New
BW
2003
BIP Wealth
Georgia
$2.3M +$121K +338 +6%
LFA
2004
Laraway Financial Advisors
Minnesota
$2.29M – – –
KIA
2005
Kraematon Investment Advisors
Massachusetts
$2.29M -$3.57K -10 -0.2%
BAM
2006
Brave Asset Management
New Jersey
$2.29M +$6.06K +17 +0.3%
MFS
2007
Madrona Financial Services
Washington
$2.28M -$32.1K -90 -1%
AWA
2008
Artemis Wealth Advisors
New York
$2.28M – – –
WAM
2009
Weatherly Asset Management
California
$2.28M -$202K -566 -8%
SFG
2010
StrategIQ Financial Group
Indiana
$2.28M +$38.9K +109 +2%
AA
2011
Addison Advisors
Vermont
$2.27M -$35.3K -99 -2%
CCM
2012
Condor Capital Management
New Jersey
$2.27M -$39.9K -112 -2%
NDSI
2013
Newman Dignan & Sheerar Inc
Rhode Island
$2.27M +$14.3K +40 +0.6%
MWA
2014
Miller Wealth Advisors
Colorado
$2.26M +$46K +129 +2%
PWS
2015
Paragon Wealth Strategies
Florida
$2.26M – – –
TWM
2016
Thrive Wealth Management
Pennsylvania
$2.26M +$13.2K +37 +0.6%
GWM
2017
GSB Wealth Management
Connecticut
$2.25M – – –
GB
2018
Goepper Burkhardt
South Carolina
$2.25M – – –
QCM
2019
Qsemble Capital Management
New York
$2.25M -$3.05M -8,554 -58%
SCA
2020
Sippican Capital Advisors
Massachusetts
$2.24M +$430K +1,205 +24%
FWA
2021
FSM Wealth Advisors
Ohio
$2.24M +$30.7K +86 +1%
FTWA
2022
Fifth Third Wealth Advisors
Ohio
$2.23M +$1.05M +2,940 +89%
BT
2023
Brandywine Trust
Delaware
$2.23M -$104K -292 -4%
OWA
2024
Octavia Wealth Advisors
Ohio
$2.23M -$173K -484 -7%
HGERS
2025
Householder Group Estate & Retirement Specialist
Arizona
$2.23M +$154K +433 +7%
79 80
81
82 83