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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 %
JWM
2026
Jupiter Wealth Management
Colorado
$2.23M – – –
NGA
2027
Naples Global Advisors
Florida
$2.22M -$72.4K -203 -3%
AAS
2028
Annex Advisory Services
Wisconsin
$2.22M -$207K -581 -9%
PPWM
2029
Paragon Private Wealth Management
Kentucky
$2.21M +$770K +2,159 +53%
FWMM
2030
Foundation Wealth Management (Missouri)
Missouri
$2.21M -$37.1K -104 -2%
TA
2031
TruWealth Advisors
Louisiana
$2.21M +$27.1K +76 +1%
PFG
2032
Pinnacle Financial Group
Illinois
$2.2M – – –
BCG
2033
Breakwater Capital Group
New Jersey
$2.2M +$48.2K +131 +2%
AAM
2034
Aureus Asset Management
Massachusetts
$2.19M +$283K +793 +15%
BMC
2035
Benin Management Corp
Connecticut
$2.19M – – –
RVPG
2036
Relative Value Partners Group
$2.19M -$694K -1,947 -24%
MIH
2037
Meitav Investment House
Israel
$2.18M +$474K +1,329 +28%
CP
2038
Camelot Portfolios
Ohio
$2.18M +$1.67M +4,694 +331%
WC
2039
Winmill & Co
New York
$2.18M – – –
GWM
2040
Greenwich Wealth Management
Connecticut
$2.18M +$9.99K +28 +0.5%
GSWM
2041
Greenup Street Wealth Management
Michigan
$2.17M -$2.18M -6,120 -50%
CWM
2042
Cahaba Wealth Management
Georgia
$2.16M +$11.1K +31 +0.5%
TFP
2043
Tilia Fiduciary Partners
North Carolina
$2.16M +$101K +282 +5%
ODG
2044
O'Dell Group
Ohio
$2.16M -$190K -534 -8%
PWMG
2045
Provence Wealth Management Group
California
$2.16M +$253K +709 +13%
FMLI
2046
Fukoku Mutual Life Insurance
Japan
$2.16M – – –
HBW
2047
Hazlett, Burt & Watson
West Virginia
$2.15M +$31.8K +89 +1%
SSWM
2048
Strait & Sound Wealth Management
California
$2.15M +$15.4K +43 +0.7%
Point72 Asset Management
2049
Point72 Asset Management
Connecticut
$2.15M +$2.15M +6,025 New
PTC
2050
Provident Trust Company
Wisconsin
$2.15M – – –
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