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 %
MCM
2101
Maple Capital Management
Vermont
$2.01M -$279K -783 -12%
FPWM
2102
FSB Premier Wealth Management
Iowa
$2.01M +$342K +958 +21%
HFS
2103
Hantz Financial Services
Michigan
$2.01M -$72.1K -202 -3%
LFA
2104
Legacy Financial Advisors
Kentucky
$2M +$101K +283 +5%
IFU
2105
iSAM Funds (UK)
United Kingdom
$2M +$2M +5,602 New
RWP
2106
Revolve Wealth Partners
New Jersey
$2M -$16.4K -46 -0.8%
MWM
2107
Modern Wealth Management
Kansas
$1.99M +$1.99M +5,582 New
LW
2108
Linscomb Wealth
Texas
$1.99M -$103K -290 -5%
TSW
2109
Three Seasons Wealth
Utah
$1.99M -$109K -306 -5%
CAGAS
2110
Capital Advisory Group Advisory Services
Minnesota
$1.98M -$41K -115 -2%
LWM
2111
Liberty Wealth Management
California
$1.98M +$11.1K +31 +0.6%
WWP
2112
Walden Wealth Partners
Ohio
$1.97M +$1.97M +5,536 New
HAG
2113
HF Advisory Group
Maryland
$1.97M +$605K +1,696 +44%
FCM
2114
Firestone Capital Management
Florida
$1.97M +$1.78K +5 +0.1%
SL
2115
SFM LLC
New Hampshire
$1.97M +$1.97M +5,510 New
CAM
2116
CPA Asset Management
Florida
$1.96M – – –
SAM
2117
Seelaus Asset Management
New Jersey
$1.96M -$49.9K -140 -2%
MWM
2118
Mattern Wealth Management
Kansas
$1.96M +$60.6K +170 +3%
PAA
2119
Peregrine Asset Advisers
Oregon
$1.95M -$324K -908 -14%
BF
2120
Blankinship & Foster
California
$1.95M +$35.7K +100 +2%
LB
2121
Legacy Bridge
Iowa
$1.95M +$1.03M +2,881 +112%
JF
2122
Jump Financial
Illinois
$1.94M -$13.4M -37,683 -87%
TAM
2123
Tealwood Asset Management
Minnesota
$1.94M -$20K -56 -1%
FIC
2124
FCG Investment Company
Tennessee
$1.94M +$1.94M +5,447 New
DL
2125
DOHJ LLC
Washington
$1.94M -$434K -1,217 -18%
83 84
85
86 87