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 %
PIA
2101
Panoramic Investment Advisors
Colorado
$1.75M +$1.75M +4,995 New
ORC
2102
O'Rourke & Company
Massachusetts
$1.75M +$57.8K +165 +3%
WFI
2103
West Family Investments
California
$1.74M – – –
IF
2104
Intrua Financial
Texas
$1.74M +$2.45K +7 +0.1%
SPC
2105
Stewart & Patten Company
California
$1.74M -$8.76K -25 -0.5%
GCM
2106
G2 Capital Management
Ohio
$1.74M – – –
PCM
2107
Pennsylvania Capital Management
Pennsylvania
$1.74M -$6.66K -19 -0.4%
AIIMS
2108
Analyst IMS Investment Management Services
Israel
$1.74M -$7.14K -20 -0.4%
HBT
2109
Hills Bank & Trust
Iowa
$1.73M +$87.2K +249 +5%
UAS
2110
United Asset Strategies
New York
$1.73M -$136K -389 -7%
FWTB
2111
First Western Trust Bank
Colorado
$1.73M +$39.6K +113 +2%
WHC
2112
Wulff, Hansen & Co
California
$1.73M – – –
FLI
2113
Family Legacy Inc
South Carolina
$1.72M +$68K +194 +4%
JFGLC
2114
Johnson Financial Group LLC (Colorado)
Colorado
$1.72M -$58.9K -168 -3%
SPA
2115
Sherbrooke Park Advisers
New York
$1.72M +$1.05M +3,010 +158%
HCMG
2116
Howard Capital Management Group
California
$1.72M – – –
AA
2117
Alta Advisers
United Kingdom
$1.72M – – –
LWP
2118
LMG Wealth Partners
Louisiana
$1.72M +$11.9K +34 +0.7%
CCFP
2119
Charles Carroll Financial Partners
Massachusetts
$1.72M +$412K +1,175 +32%
CPP
2120
Capasso Planning Partners
South Carolina
$1.71M – – –
AIM
2121
ARGA Investment Management
Connecticut
$1.71M – – –
ACM
2122
Adalta Capital Management
New York
$1.71M +$87.6K +250 +5%
MIH
2123
Meitav Investment House
Israel
$1.71M -$3.53M -9,896 -67%
SW
2124
SkyOak Wealth
Michigan
$1.71M +$76K +217 +5%
KWS
2125
Keystone Wealth Services
California
$1.7M – – –
83 84
85
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