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 %
LWMG
2076
Levy Wealth Management Group
Pennsylvania
$2.08M +$8.2K +23 +0.4%
GMFG
2077
Greater Midwest Financial Group
Minnesota
$2.07M +$2.07M +5,809 New
SIA
2078
Strategic Investment Advisors
Michigan
$2.07M -$780K -2,188 -27%
LRIA
2079
Leonard Rickey Investment Advisors
Washington
$2.07M -$57.8K -162 -3%
IP
2080
Investment Partners
Ohio
$2.07M -$30.3K -85 -1%
FNBOH
2081
First National Bank of Hutchinson
Kansas
$2.07M +$436K +1,223 +27%
BCM
2082
Bourgeon Capital Management
Connecticut
$2.07M – – –
SCM
2083
Spreng Capital Management
Ohio
$2.07M +$3.57K +10 +0.2%
FPGK
2084
Financial Partners Group (Kansas)
Kansas
$2.06M -$54.6K -153 -3%
Kayne Anderson Rudnick Investment Management
2085
Kayne Anderson Rudnick Investment Management
California
$2.06M -$21.4K -60 -1%
LFGO
2086
Legacy Financial Group (Oklahoma)
Oklahoma
$2.05M -$6.06K -17 -0.3%
ABLA
2087
Alan B. Lancz & Associates
Ohio
$2.05M – – –
CIC
2088
Cutler Investment Counsel
Oregon
$2.05M +$12.5K +35 +0.6%
ZIG
2089
Zullo Investment Group
Pennsylvania
$2.05M -$1.43K -4 -0.1%
ROTUOC
2090
Regents of the University of California
California
$2.04M – – –
V
2091
ViaWealth
Kansas
$2.04M -$21.4K -60 -1%
TFA
2092
Tranquilli Financial Advisor
New Jersey
$2.04M +$172K +481 +9%
RIM
2093
Redwood Investment Management
Arizona
$2.03M +$1.7M +4,769 +514%
AIA
2094
Arbor Investment Advisors
North Carolina
$2.03M – – –
GGI
2095
Godsey & Gibb Inc
Virginia
$2.03M +$132K +371 +7%
SAM
2096
Steinberg Asset Management
New York
$2.02M – – –
RIS
2097
Retirement Income Solutions
Michigan
$2.02M +$89.5K +251 +5%
NB
2098
Northwest Bancshares
Pennsylvania
$2.02M – – –
IIC
2099
Integrated Investment Consultants
Michigan
$2.01M -$26.7K -75 -1%
PCH
2100
PGIM Custom Harvest
New Jersey
$2.01M +$22.8K +64 +1%
82 83
84
85 86