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 %
RWP
2026
Revolve Wealth Partners
New Jersey
$1.98M +$311K +888 +19%
SAM
2027
Seelaus Asset Management
New Jersey
$1.98M -$662K -1,890 -25%
PCH
2028
PGIM Custom Harvest
New Jersey
$1.96M +$102K +292 +6%
TC
2029
Trust Company
Kansas
$1.95M -$328K -936 -14%
TP
2030
Tranquility Partners
Tennessee
$1.95M +$98.4K +281 +5%
AFM
2031
Armstrong Fleming & Moore
District of Columbia
$1.94M – – –
ARMT
2032
Amica Retiree Medical Trust
Rhode Island
$1.94M -$825K -2,355 -30%
LWM
2033
Liberty Wealth Management
California
$1.93M – – –
FCM
2034
Firestone Capital Management
Florida
$1.93M – – –
TAM
2035
Tealwood Asset Management
Minnesota
$1.93M -$44.5K -127 -2%
CAM
2036
CPA Asset Management
Florida
$1.93M +$63.8K +182 +3%
C
2037
Certuity
Florida
$1.93M +$284K +811 +17%
PSP
2038
Principal Street Partners
Tennessee
$1.93M +$963K +2,750 +100%
WWM
2039
Windsor Wealth Management
Indiana
$1.92M -$102K -291 -5%
PAM
2040
Paradigm Asset Management
New York
$1.91M -$70.1K -200 -4%
NWA
2041
New World Advisors
Massachusetts
$1.91M -$49K -140 -3%
PP
2042
Pegasus Partners
Wisconsin
$1.9M -$2.1K -6 -0.1%
FGI
2043
Foresight Global Investors
New York
$1.9M -$63.1K -180 -3%
YLHM
2044
Yelin Lapidot Holdings Management
Israel
$1.9M +$1.9M +5,315 New
FWM
2045
Fairhaven Wealth Management
Illinois
$1.9M -$4.55K -13 -0.2%
RIS
2046
Retirement Income Solutions
Michigan
$1.89M -$48.7K -139 -3%
DSN
2047
D. Scott Neal
Kentucky
$1.89M – – –
SM
2048
Sciencast Management
New Jersey
$1.89M +$1.89M +5,390 New
TRIA
2049
Trail Ridge Investment Advisors
Colorado
$1.89M -$333K -951 -15%
BF
2050
Blankinship & Foster
California
$1.88M +$97K +277 +5%
80 81
82
83 84