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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
1
Wellington Management Group
Massachusetts
$850M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.7B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$11.7B
4
BlackRock
4
BlackRock
New York
$36.4B
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$382M

Top Sellers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$0
2
Gates Foundation Trust
2
Gates Foundation Trust
Washington
$7.89B
3
Deutsche Bank
3
Deutsche Bank
Germany
$520M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.71B
5
State Street
5
State Street
Massachusetts
$23.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
201
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$125M +$8.72M +24,887 +8%
William Blair & Company
202
William Blair & Company
Illinois
$125M +$1.3M +3,699 +1%
SAA
203
Southeast Asset Advisors
Georgia
$124M -$2.11M -6,027 -2%
BPA
204
Beacon Pointe Advisors
California
$124M +$39.2M +111,899 +46%
KAS
205
Kestra Advisory Services
Texas
$124M -$6.55M -18,705 -5%
VRS
206
Virginia Retirement Systems
Virginia
$123M – – –
HHAA
207
Henry H. Armstrong Associates
Pennsylvania
$123M -$406K -1,158 -0.3%
PA
208
Paralel Advisors
Colorado
$121M – – –
RRAM
209
River Road Asset Management
Kentucky
$121M -$20.2M -57,737 -14%
GLA
210
Great Lakes Advisors
Illinois
$120M +$17.2M +49,023 +17%
TAM
211
Timucuan Asset Management
Florida
$120M -$2.96M -8,446 -2%
WCM
212
Wallace Capital Management
Texas
$118M +$2.8M +8,006 +2%
Connor, Clark & Lunn Investment Management (CC&L)
213
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$118M +$18.4M +52,489 +19%
VF
214
Virtu Financial
New York
$116M -$49M -139,805 -30%
CDH
215
Charles D. Hyman
$115M +$236K +675 +0.2%
Fayez Sarofim & Co
216
Fayez Sarofim & Co
Texas
$115M -$720K -2,056 -0.6%
Citadel Advisors
217
Citadel Advisors
Florida
$114M +$42M +119,985 +58%
SOADOR
218
State of Alaska Department of Revenue
Alaska
$113M -$1.55M -4,430 -1%
DnB Asset Management
219
DnB Asset Management
Norway
$113M +$1.83M +5,224 +2%
CAN
220
Cetera Advisor Networks
California
$113M +$9.82M +28,022 +9%
FGAM
221
Financial Gravity Asset Management
Texas
$113M +$107M +82,932 +1,874%
CNB
222
Czech National Bank
Czech Republic
$112M +$37.7M +107,637 +51%
Robeco Institutional Asset Management
223
Robeco Institutional Asset Management
Netherlands
$111M +$9.1M +25,966 +9%
LDB
224
Lee, Danner & Bass
Tennessee
$109M -$4.64M -13,254 -4%
M&T Bank
225
M&T Bank
New York
$109M -$6.57M -18,747 -6%
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