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 %
FIM
2076
Freedom Investment Management
Connecticut
$1.81M -$1.63M -4,657 -47%
NSAM
2077
North Star Asset Management
Wisconsin
$1.81M -$8.76K -25 -0.5%
HWP
2078
Heritage Wealth Partners
Ohio
$1.81M +$339K +969 +23%
1WM
2079
1900 Wealth Management
Texas
$1.8M +$30.1K +86 +2%
HL
2080
HeadInvest LLC
Maine
$1.79M -$9.05K -26 -0.5%
FFA
2081
Founders Financial Alliance
North Carolina
$1.79M -$103K -293 -5%
MIA
2082
MMBG Investment Advisors
Florida
$1.79M – – –
MHC
2083
Meyer Handelman Company
New York
$1.79M +$1.45M +4,150 +432%
AA
2084
Auxano Advisors
Washington
$1.79M -$36.4K -104 -2%
OWP
2085
Old Well Partners
North Carolina
$1.79M – – –
BI
2086
Ballast Inc
Kentucky
$1.79M – – –
EFSCE
2087
Enterprise Financial Services Corp (EFSC)
Missouri
$1.78M +$59.9K +171 +3%
AFO
2088
Arrowroot Family Office
California
$1.78M -$261K -745 -13%
IP
2089
Ignite Planners
California
$1.78M +$154K +445 +9%
BAAM
2090
Baker Avenue Asset Management
California
$1.78M +$245K +698 +16%
BEI
2091
Benjamin Edwards Inc
Missouri
$1.78M -$258K -738 -13%
DCM
2092
Dimension Capital Management
Florida
$1.78M -$1.96M -5,587 -52%
SCA
2093
Sippican Capital Advisors
Massachusetts
$1.78M +$87.6K +250 +5%
EIA
2094
Eldridge Investment Advisors
New Hampshire
$1.77M -$26.3K -75 -1%
CC
2095
Cornerstone Capital
California
$1.77M -$3.5K -10 -0.2%
EWS
2096
Evergreen Wealth Solutions
Pennsylvania
$1.76M -$161K -461 -8%
OC
2097
Oarsman Capital
Wisconsin
$1.76M -$71.8K -205 -4%
SCA
2098
Sage Capital Advisors
South Dakota
$1.76M -$63.4K -181 -3%
HAI
2099
Hennessy Advisors Inc
California
$1.75M – – –
AIM
2100
Alhambra Investment Management
Florida
$1.75M +$4.2K +12 +0.2%
82 83
84
85 86