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 %
PT
2201
Plimoth Trust
Massachusetts
$1.5M -$83.4K -238 -5%
GHA
2202
GW Henssler & Associates
Georgia
$1.5M -$1.75K -5 -0.1%
PWM
2203
Prentice Wealth Management
New York
$1.5M +$1.75K +5 +0.1%
PP
2204
Patten & Patten
Tennessee
$1.5M +$34.3K +98 +2%
GSC
2205
Grey Street Capital
Illinois
$1.5M – – –
CC
2206
Courier Capital
New York
$1.5M -$43.8K -125 -3%
FMN
2207
Financial Management Network
California
$1.49M -$26.5K -77 -2%
PO
2208
Private Ocean
California
$1.49M -$13.3K -38 -0.9%
TWM
2209
Tanager Wealth Management
United Kingdom
$1.49M +$69.7K +199 +5%
KFA
2210
Kapstone Financial Advisors
Ohio
$1.49M +$121K +346 +9%
OCM
2211
Orleans Capital Management
Louisiana
$1.49M – – –
PIA
2212
Powell Investment Advisors
Florida
$1.49M – – –
GGHC
2213
Gilder Gagnon Howe & Co
New York
$1.49M -$24.9K -71 -2%
CA
2214
Claro Advisors
Massachusetts
$1.48M +$121K +345 +9%
VP
2215
Verum Partners
North Carolina
$1.48M +$758K +2,164 +105%
IIM
2216
InTrack Investment Management
Vermont
$1.47M -$710K -2,026 -33%
AIC
2217
Archer Investment Corporation
Indiana
$1.47M +$9.81K +28 +0.7%
AFC
2218
AFT Forsyth & Company
Florida
$1.47M – – –
KFS
2219
Kurt F. Somerville
$1.47M -$182K -520 -11%
MSS
2220
Mitchell Sinkler & Starr
Pennsylvania
$1.47M +$42.4K +121 +3%
CG
2221
CFO4Life Group
Texas
$1.46M +$2.45K +7 +0.2%
POIA
2222
Pin Oak Investment Advisors
Texas
$1.46M +$36.1K +103 +3%
CIM
2223
CIM Investment Management
Pennsylvania
$1.46M +$648K +1,850 +80%
NAMM
2224
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.46M -$38.9K -111 -3%
DPIM
2225
Duff & Phelps Investment Management
Illinois
$1.46M +$18.9K +54 +1%
87 88
89
90 91