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 %
VFPI
2226
Vantage Financial Partners (Illinois)
Illinois
$1.45M -$52.5K -150 -3%
HC
2227
Hamilton Capital
Ohio
$1.45M -$80.6K -230 -5%
BMM
2228
Buffington Mohr McNeal
Idaho
$1.45M +$4.9K +14 +0.3%
CWM
2229
Centric Wealth Management
Illinois
$1.45M +$2.1K +6 +0.1%
JC
2230
JB Capital
Connecticut
$1.44M +$57.4K +164 +4%
FEG
2231
Financial Enhancement Group
Indiana
$1.44M +$14.2K +41 +1%
PPP
2232
Private Portfolio Partners
New Jersey
$1.43M +$15.8K +45 +1%
JGIA
2233
Jackson Grant Investment Advisers
Connecticut
$1.43M – – –
RFG
2234
RFP Financial Group
Georgia
$1.43M -$37.1K -106 -3%
PA
2235
Parkside Advisors
California
$1.43M +$94.2K +269 +7%
FNWM
2236
Financial Network Wealth Management
Utah
$1.43M – – –
HTHT
2237
Hemenway Trust Hemenway Trust
New Hampshire
$1.43M -$45.5K -130 -3%
FCM
2238
Family Capital Management
Michigan
$1.42M -$64.5K -184 -4%
PPWM
2239
Paragon Private Wealth Management
Kentucky
$1.42M +$14K +40 +1%
FH
2240
FWG Holdings
Florida
$1.41M +$40.5K +118 +3%
MAWCM
2241
Mine & Arao Wealth Creation & Management
California
$1.41M -$7.01K -20 -0.5%
TNAM
2242
Terra Nova Asset Management
New York
$1.41M – – –
FNFDCM
2243
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.41M -$3.5K -10 -0.2%
CFS
2244
Cannon Financial Strategists
Georgia
$1.4M +$18.9K +54 +1%
PAM
2245
Palisade Asset Management
Minnesota
$1.4M – – –
RMC
2246
Resources Management Corp
Connecticut
$1.4M – – –
PM
2247
Penbrook Management
New York
$1.4M – – –
AGC
2248
Aspen Grove Capital
Colorado
$1.39M -$314K -895 -18%
SOAMC
2249
Spirit of America Management Corp
New York
$1.39M +$35K +100 +3%
CWM
2250
Centurion Wealth Management
Virginia
$1.39M +$24.5K +70 +2%
88 89
90
91 92