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 %
AAM
2051
Aureus Asset Management
Massachusetts
$1.88M -$26.3K -75 -1%
VCAM
2052
Van Cleef Asset Management
Ohio
$1.88M – – –
PWMG
2053
Provence Wealth Management Group
California
$1.87M +$27K +77 +1%
M
2054
MOTCO
Texas
$1.87M -$129K -369 -6%
VF
2055
Vawter Financial
Ohio
$1.87M -$323K -921 -15%
LFA
2056
Legacy Financial Advisors
Kentucky
$1.86M +$217K +620 +13%
GGI
2057
Godsey & Gibb Inc
Virginia
$1.86M +$89.3K +255 +5%
MWM
2058
Mattern Wealth Management
Kansas
$1.86M -$106K -303 -5%
EP
2059
Eudaimonia Partners
Tennessee
$1.86M +$63.1K +180 +4%
LA
2060
LBP AM
France
$1.86M +$1.38M +3,944 +290%
EDRIA
2061
Edmonds Duncan Registered Investment Advisors
Kansas
$1.86M – – –
SOW
2062
State of Wyoming
Wyoming
$1.85M +$1.09M +3,104 +143%
SA
2063
SL Advisors
New Jersey
$1.84M -$37.8K -108 -2%
IFO
2064
Independent Family Office
New York
$1.84M +$34.3K +98 +2%
PCIG
2065
Partners Capital Investment Group
Massachusetts
$1.84M +$851K +2,429 +86%
MLA
2066
My Legacy Advisors
Oregon
$1.84M -$16.9K -50 -0.9%
DBG
2067
De Burlo Group
Massachusetts
$1.84M +$632K +1,805 +52%
RPGK
2068
Retirement Planning Group (Kansas)
Kansas
$1.84M +$17.2K +49 +0.9%
DBRC
2069
D.B. Root & Company
Pennsylvania
$1.83M -$42K -120 -2%
BMWM
2070
Brown Miller Wealth Management
Virginia
$1.83M -$6.31K -18 -0.3%
CCM
2071
Consolidated Capital Management
California
$1.83M -$26.6K -76 -1%
TFA
2072
Tranquilli Financial Advisor
New Jersey
$1.83M -$60.6K -173 -3%
FCG
2073
Financial Connections Group
California
$1.81M – – –
LFS
2074
Lutz Financial Services
Nebraska
$1.81M +$263K +750 +17%
AWA
2075
AmeriServ Wealth Advisors
Pennsylvania
$1.81M -$33.3K -95 -2%
81 82
83
84 85