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 %
EWA
2126
Encompass Wealth Advisors
Oregon
$1.69M -$75.3K -215 -4%
CC
2127
Capital Counsel
New York
$1.69M +$71.5K +204 +4%
PSB
2128
Piscataqua Savings Bank
New Hampshire
$1.68M +$21.4K +61 +1%
AMG
2129
Asset Management Group
Connecticut
$1.68M -$808K -2,307 -32%
HWA
2130
Heartwood Wealth Advisors
Virginia
$1.68M -$4.55K -13 -0.3%
HH
2131
Hilltop Holdings
Texas
$1.68M -$5.99M -17,096 -78%
BHA
2132
Beech Hill Advisors
New York
$1.67M – – –
SA
2133
Shilanski & Associates
Alaska
$1.67M +$45.9K +131 +3%
EFL
2134
ERn Financial LLC
Wisconsin
$1.67M +$33.3K +95 +2%
GGS
2135
Galvin Gaustad & Stein
Arizona
$1.67M -$62K -177 -4%
AWM
2136
Aries Wealth Management
Maine
$1.67M +$19K +55 +1%
OQS
2137
Occudo Quantitative Strategies
Florida
$1.66M +$455K +1,299 +38%
WE
2138
Wealth Effects
Massachusetts
$1.65M – – –
SWK
2139
Stephen W. Kidder
$1.65M -$29.1K -83 -2%
BB
2140
Bell Bank
North Dakota
$1.65M -$2.45K -7 -0.1%
PPW
2141
Parcion Private Wealth
Washington
$1.64M +$118K +336 +8%
MA
2142
McBroom & Associates
Nevada
$1.64M +$70.4K +201 +4%
DSA
2143
Droms Strauss Advisors
Missouri
$1.64M -$16.8K -48 -1%
FPWM
2144
FSB Premier Wealth Management
Iowa
$1.64M +$143K +409 +10%
RFN
2145
RDA Financial Network
Iowa
$1.63M +$21.4K +61 +1%
WI
2146
WrapManager Inc
California
$1.63M +$380K +1,085 +30%
AFS
2147
Aft Forsyth & Sober
Florida
$1.63M – – –
PNAA
2148
Pictet North America Advisors
Switzerland
$1.63M – – –
LC
2149
LCNB Corp
Ohio
$1.63M -$17.5K -50 -1%
IIM
2150
Intact Investment Management
Quebec, Canada
$1.61M – – –
84 85
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