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 %
LCM
2151
LVM Capital Management
Michigan
$1.61M – – –
IIL
2152
Insight Inv LLC
California
$1.61M -$6.77K -20 -0.4%
TCWM
2153
Total Clarity Wealth Management
Illinois
$1.61M +$322K +920 +25%
HRC
2154
Hoertkorn Richard Charles
$1.6M -$3.5K -10 -0.2%
SCA
2155
Stonebridge Capital Advisors
Minnesota
$1.6M -$73.6K -210 -4%
FNBOH
2156
First National Bank of Hutchinson
Kansas
$1.6M -$180K -514 -10%
HCM
2157
Hall Capital Management
Rhode Island
$1.6M -$529K -1,509 -25%
HT
2158
Headlands Technologies
Illinois
$1.6M -$440K -1,256 -22%
SHGA
2159
Sand Hill Global Advisors
California
$1.6M +$15.1K +43 +1%
UBG
2160
United Bank (Georgia)
Georgia
$1.59M -$36.8K -105 -2%
FWP
2161
Firethorn Wealth Partners
Georgia
$1.59M +$9.46K +27 +0.6%
KL
2162
KilterHowling LLC
Colorado
$1.59M +$28.7K +82 +2%
PP
2163
Prosperity Planning
Missouri
$1.59M +$22.1K +63 +1%
I2I
2164
Insight 2811 Inc
Illinois
$1.59M +$19.6K +56 +1%
PGA
2165
Portland Global Advisors
Maine
$1.59M -$46.2K -132 -3%
MMG
2166
Monetary Management Group
Missouri
$1.59M – – –
Edgewood Management
2167
Edgewood Management
Connecticut
$1.59M – – –
BA
2168
Bluesphere Advisors
Pennsylvania
$1.59M -$19.3K -55 -1%
ACA
2169
Aspire Capital Advisors
Washington
$1.59M +$24.9K +71 +2%
GAM
2170
Gemmer Asset Management
California
$1.59M +$70.8K +202 +5%
KMWM
2171
Keudell/Morrison Wealth Management
Oregon
$1.58M -$6.31K -18 -0.4%
SIC
2172
Schwartz Investment Counsel
Michigan
$1.58M -$350K -1,000 -18%
LT
2173
Legacy Trust
Michigan
$1.58M +$8.41K +24 +0.5%
LP
2174
LGL Partners
Pennsylvania
$1.58M – – –
KWM
2175
Keebeck Wealth Management
Illinois
$1.57M +$17.5K +50 +1%
85 86
87
88 89