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 %
CWM
2201
Centric Wealth Management
Illinois
$1.75M +$137K +351 +8%
JFGLC
2202
Johnson Financial Group LLC (Colorado)
Colorado
$1.75M – – –
HCMG
2203
Howard Capital Management Group
California
$1.75M – – –
CPP
2204
Capasso Planning Partners
South Carolina
$1.75M +$2.5K +7 +0.1%
IC
2205
Inscription Capital
Texas
$1.75M +$649K +1,820 +59%
AA
2206
Alta Advisers
United Kingdom
$1.75M – – –
AIM
2207
ARGA Investment Management
Connecticut
$1.75M – – –
UAS
2208
United Asset Strategies
New York
$1.74M -$18.5K -52 -1%
OIS
2209
Okabena Investment Services
Minnesota
$1.74M +$1.72M +4,814 +6,595%
WP
2210
WealthShield Partners
North Carolina
$1.74M -$337K -944 -16%
FIM
2211
Freedom Investment Management
Connecticut
$1.74M -$106K -298 -6%
EFSCE
2212
Enterprise Financial Services Corp (EFSC)
Missouri
$1.73M -$85.6K -240 -5%
EFL
2213
ERn Financial LLC
Wisconsin
$1.73M +$2.54K +7 +0.1%
IF
2214
Intrua Financial
Texas
$1.73M -$45.3K -127 -3%
EWA
2215
Encompass Wealth Advisors
Oregon
$1.73M – – –
OL
2216
OneFund LLC
Florida
$1.72M +$1.72M +4,811 New
PSB
2217
Piscataqua Savings Bank
New Hampshire
$1.72M – – –
CC
2218
Capital Counsel
New York
$1.71M -$7.13K -20 -0.4%
HWA
2219
Heartwood Wealth Advisors
Virginia
$1.71M – – –
BHA
2220
Beech Hill Advisors
New York
$1.7M – – –
SC
2221
Summa Corp
Texas
$1.7M +$1.7M +4,762 New
IIL
2222
Insight Inv LLC
California
$1.69M – – –
PPW
2223
Parcion Private Wealth
Washington
$1.69M +$19.3K +54 +1%
JC
2224
JB Capital
Connecticut
$1.69M +$221K +619 +15%
TWP
2225
Tyche Wealth Partners
Texas
$1.69M +$1.69M +4,738 New
87 88
89
90 91