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 %
AFM
2126
Armstrong Fleming & Moore
District of Columbia
$1.94M -$35.7K -100 -2%
FA
2127
FF Advisors
California
$1.94M +$1.94M +5,427 New
TBWA
2128
Three Bridge Wealth Advisors
California
$1.93M -$92.7K -260 -5%
PCM
2129
Prana Capital Management
Connecticut
$1.93M +$1.93M +5,410 New
AIM
2130
Alhambra Investment Management
Florida
$1.93M +$147K +413 +8%
VCM
2131
Virtue Capital Management
Tennessee
$1.93M +$593K +1,624 +44%
DSN
2132
D. Scott Neal
Kentucky
$1.93M – – –
CIAS
2133
CFS Investment Advisory Services
New Jersey
$1.93M -$95.9K -269 -5%
PP
2134
Pegasus Partners
Wisconsin
$1.92M -$10.3K -29 -0.5%
BWA
2135
Burt Wealth Advisors
Maryland
$1.92M +$1.92M +5,386 New
EDRIA
2136
Edmonds Duncan Registered Investment Advisors
Kansas
$1.91M +$24.6K +69 +1%
PAM
2137
Paradigm Asset Management
New York
$1.91M -$35.7K -100 -2%
FWP
2138
Firethorn Wealth Partners
Georgia
$1.91M +$289K +809 +18%
ACM
2139
Adalta Capital Management
New York
$1.91M +$164K +460 +9%
BAAM
2140
Baker Avenue Asset Management
California
$1.91M +$92.4K +259 +5%
WE
2141
Wealth Effects
Massachusetts
$1.9M +$220K +618 +13%
1WM
2142
1900 Wealth Management
Texas
$1.9M +$73.1K +205 +4%
SOW
2143
State of Wyoming
Wyoming
$1.9M +$13.9K +39 +0.7%
FWM
2144
Fairhaven Wealth Management
Illinois
$1.89M -$37.1K -104 -2%
M
2145
MOTCO
Texas
$1.89M -$15K -42 -0.8%
GM
2146
GeoWealth Management
Illinois
$1.88M +$1.59M +4,446 +531%
SHGA
2147
Sand Hill Global Advisors
California
$1.88M +$251K +705 +15%
TRIA
2148
Trail Ridge Investment Advisors
Colorado
$1.88M -$42.1K -118 -2%
NSAM
2149
North Star Asset Management
Wisconsin
$1.88M +$38.5K +108 +2%
PHWM
2150
Pine Harbor Wealth Management
Maryland
$1.88M +$1.88M +5,263 New
84 85
86
87 88