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 %
IWA
2051
Invera Wealth Advisors
Oregon
$2.14M +$2.14M +6,001 New
MIC
2052
Meridian Investment Counsel
California
$2.13M -$71K -199 -3%
BSB
2053
Bangor Savings Bank
Maine
$2.13M -$98.4K -276 -4%
FFS
2054
Founders Financial Securities
Maryland
$2.13M – – –
VF
2055
Vawter Financial
Ohio
$2.13M +$229K +642 +12%
OC
2056
Oarsman Capital
Wisconsin
$2.13M +$342K +960 +19%
GC
2057
Gilbert & Cook
Iowa
$2.13M -$88.5K -248 -4%
UWS
2058
Unique Wealth Strategies
Illinois
$2.12M +$2.12M +5,957 New
AAIS
2059
ABN AMRO Investment Solutions
$2.12M -$24.6K -69 -1%
KI
2060
Keystone Investors
Singapore
$2.12M -$358K -1,004 -14%
G
2061
GenTrust
Florida
$2.12M – – –
MCM
2062
Monarch Capital Management
Indiana
$2.12M – – –
GP
2063
Girard Partners
Pennsylvania
$2.12M -$2.85K -8 -0.1%
FPFS
2064
First Personal Financial Services
North Carolina
$2.11M -$5.35K -15 -0.3%
NG
2065
Norden Group
Utah
$2.11M -$111K -312 -5%
OL
2066
Optas LLC
Texas
$2.1M -$7.13K -20 -0.3%
BI
2067
Ballast Inc
Kentucky
$2.1M +$285K +800 +16%
TAM
2068
Townsend Asset Management
North Carolina
$2.1M -$1.78K -5 -0.1%
GLA
2069
Good Life Advisors
Pennsylvania
$2.1M -$48.9K -137 -2%
FWM
2070
Fingerlakes Wealth Management
New York
$2.1M -$3.92K -11 -0.2%
WCG
2071
Weaver Consulting Group
California
$2.1M -$10.3K -29 -0.5%
CG
2072
Cutler Group
California
$2.09M -$738K -2,070 -26%
PWM
2073
Palumbo Wealth Management
New York
$2.09M – – –
TPW
2074
Transatlantique Private Wealth
New York
$2.08M -$49.9K -140 -2%
RWB
2075
RMR Wealth Builders
New Jersey
$2.08M -$123K -346 -6%
81 82
83
84 85