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 %
FNA
2176
First National Advisers
Nebraska
$1.57M +$847K +2,419 +117%
B
2177
Bridgeworth
Alabama
$1.57M +$89.3K +255 +6%
CWP
2178
Concord Wealth Partners
Virginia
$1.56M -$36.1K -103 -2%
AWG
2179
Altus Wealth Group
Colorado
$1.56M -$70.1K -200 -4%
AC
2180
Allstate Corporation
Illinois
$1.56M – – –
AWP
2181
Abacus Wealth Partners
California
$1.56M +$137K +392 +10%
SPIO
2182
Seven Post Investment Office
California
$1.56M +$13.3K +38 +0.9%
WCA
2183
Waypoint Capital Advisors
Minnesota
$1.55M -$13.3K -38 -0.9%
OAM
2184
Occidental Asset Management
California
$1.54M +$70.1K +200 +5%
FPCG
2185
Fort Pitt Capital Group
Pennsylvania
$1.54M +$30.5K +87 +2%
HAIM
2186
Hunter Associates Investment Management
Pennsylvania
$1.54M +$98.9K +282 +7%
IGWM
2187
ICA Group Wealth Management
Colorado
$1.53M +$42.3K +121 +3%
BDF
2188
Black Diamond Financial
Maryland
$1.53M +$35K +100 +2%
BWP
2189
BSW Wealth Partners
Colorado
$1.53M -$29.4K -84 -2%
JJBC
2190
James J. Burns & Company
New York
$1.53M -$8.41K -24 -0.5%
AFG
2191
Atomi Financial Group
New York
$1.53M +$123K +350 +9%
P
2192
&Partners
Tennessee
$1.53M -$220K -629 -13%
AWAP
2193
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.53M +$3.5K +10 +0.2%
SCP
2194
Stevens Capital Partners
Nebraska
$1.53M +$73.9K +211 +5%
ACM
2195
Armbruster Capital Management
New York
$1.52M -$4.2K -12 -0.3%
GCP
2196
Gill Capital Partners
Colorado
$1.52M -$1.4K -4 -0.1%
TI
2197
TTP Investments
California
$1.52M +$110K +313 +8%
BAG
2198
Bridgewealth Advisory Group
California
$1.51M +$51.8K +148 +4%
BAM
2199
Byrne Asset Management
New Jersey
$1.51M +$20K +57 +1%
CA
2200
CoreCap Advisors
Michigan
$1.51M -$42.7K -122 -3%
86 87
88
89 90