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 %
BWP
2226
Barlow Wealth Partners
Kentucky
$1.69M +$1.69M +4,735 New
VCM
2227
Vivaldi Capital Management
Illinois
$1.68M +$371K +940 +28%
AWM
2228
Aries Wealth Management
Maine
$1.68M -$38.2K -107 -2%
TW
2229
Traveka Wealth
California
$1.67M +$1.67M +4,674 New
DSA
2230
Droms Strauss Advisors
Missouri
$1.67M – – –
LCM
2231
LVM Capital Management
Michigan
$1.67M +$27.1K +76 +2%
FCM
2232
Fortis Capital Management
Washington
$1.67M +$256K +717 +18%
MSS
2233
Mitchell Sinkler & Starr
Pennsylvania
$1.66M +$170K +477 +11%
AR
2234
Advisory Research
Illinois
$1.66M -$1.05M -2,957 -39%
GAM
2235
Gemmer Asset Management
California
$1.66M +$45.3K +127 +3%
SA
2236
Shilanski & Associates
Alaska
$1.66M -$41.4K -116 -2%
PNAA
2237
Pictet North America Advisors
Switzerland
$1.66M – – –
AFS
2238
Aft Forsyth & Sober
Florida
$1.66M – – –
BB
2239
Bell Bank
North Dakota
$1.66M -$19.6K -55 -1%
LC
2240
LCNB Corp
Ohio
$1.65M – – –
FH
2241
FWG Holdings
Florida
$1.65M +$133K +361 +9%
RBC
2242
Romano Brothers & Co
Illinois
$1.65M -$396K -1,111 -19%
KFA
2243
Kapstone Financial Advisors
Ohio
$1.64M +$24.4K +64 +2%
IIM
2244
Intact Investment Management
Quebec, Canada
$1.64M – – –
RFN
2245
RDA Financial Network
Iowa
$1.64M -$23.2K -65 -1%
KWM
2246
Keebeck Wealth Management
Illinois
$1.64M +$35.7K +100 +2%
LFS
2247
Lutz Financial Services
Nebraska
$1.64M -$208K -582 -11%
PCIG
2248
Partners Capital Investment Group
Massachusetts
$1.64M -$240K -673 -13%
PP
2249
Patten & Patten
Tennessee
$1.63M +$107K +300 +7%
AWM
2250
Accurate Wealth Management
Florida
$1.63M -$2.73M -7,517 -63%
88 89
90
91 92