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 %
AWP
2151
Abacus Wealth Partners
California
$1.88M +$287K +804 +18%
RPGK
2152
Retirement Planning Group (Kansas)
Kansas
$1.88M +$4.99K +14 +0.3%
SMWM
2153
Silvia McColl Wealth Management
California
$1.87M -$271K -760 -13%
FFA
2154
Founders Financial Alliance
North Carolina
$1.87M +$47.1K +132 +3%
BMWM
2155
Brown Miller Wealth Management
Virginia
$1.86M – – –
CCM
2156
Consolidated Capital Management
California
$1.86M – – –
TP
2157
Tranquility Partners
Tennessee
$1.86M -$121K -338 -6%
MMHP
2158
Murphy Middleton Hinkle & Parker
Georgia
$1.86M -$232K -651 -11%
DBRC
2159
D.B. Root & Company
Pennsylvania
$1.86M -$8.56K -24 -0.5%
IP
2160
Ignite Planners
California
$1.86M -$15.6K -43 -0.8%
FCG
2161
Financial Connections Group
California
$1.86M +$10.7K +30 +0.6%
HCM
2162
Helios Capital Management
Singapore
$1.85M +$1.85M +5,200 New
DBG
2163
De Burlo Group
Massachusetts
$1.84M – – –
HL
2164
HeadInvest LLC
Maine
$1.83M -$1.78K -5 -0.1%
HWP
2165
Heritage Wealth Partners
Ohio
$1.83M -$9.27K -26 -0.5%
BEI
2166
Benjamin Edwards Inc
Missouri
$1.83M +$17.5K +49 +1%
TCWM
2167
Total Clarity Wealth Management
Illinois
$1.82M +$188K +526 +11%
FHWM
2168
Fox Hill Wealth Management
Massachusetts
$1.82M +$1.82M +5,102 New
BPC
2169
Banque Pictet & Cie
Switzerland
$1.82M -$8.32M -23,327 -82%
OWP
2170
Old Well Partners
North Carolina
$1.82M – – –
ORC
2171
O'Rourke & Company
Massachusetts
$1.81M +$33.9K +95 +2%
PFA
2172
Petra Financial Advisors
Colorado
$1.81M -$902K -2,528 -33%
SW
2173
SkyOak Wealth
Michigan
$1.81M +$66K +185 +4%
SCM
2174
Stevens Capital Management
Pennsylvania
$1.8M -$3.16M -8,862 -64%
FNFDCM
2175
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.8M +$364K +1,020 +25%
85 86
87
88 89