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 %
WI
2251
Wedgewood Investors
Pennsylvania
$1.39M -$35K -100 -2%
HP
2252
Holowesko Partners
Bahamas
$1.39M – – –
LWP
2253
Laurel Wealth Planning
Minnesota
$1.39M – – –
DWMG
2254
DB Wealth Management Group
California
$1.39M – – –
MPIA
2255
Mountain Pacific Investment Advisers
Idaho
$1.39M – – –
FCM
2256
Fortis Capital Management
Washington
$1.38M +$114K +325 +9%
TC
2257
Tacita Capital
Ontario, Canada
$1.38M +$305K +870 +28%
EWP
2258
Engrave Wealth Partners
Texas
$1.38M +$2.45K +7 +0.2%
TCOT
2259
Trust Company of Toledo
Ohio
$1.38M +$22.8K +65 +2%
APG
2260
Abacus Planning Group
South Carolina
$1.38M +$8.41K +24 +0.6%
KA
2261
Kercheville Advisors
Texas
$1.38M – – –
AP
2262
Atwood & Palmer
Missouri
$1.38M -$50.8K -145 -4%
BFA
2263
Brown Financial Advisory
Alabama
$1.38M – – –
HAG
2264
HF Advisory Group
Maryland
$1.37M +$433K +1,209 +46%
AWA
2265
Aletheian Wealth Advisors
Washington
$1.37M -$180K -514 -12%
SFS
2266
Strategic Financial Services
New York
$1.37M -$139K -396 -9%
CFA
2267
Capstone Financial Advisors
Illinois
$1.37M -$33.3K -95 -2%
FA
2268
Fiducient Advisors
Illinois
$1.36M +$802K +2,290 +143%
NFSG
2269
Newbridge Financial Services Group
Florida
$1.36M -$106K -304 -7%
AC
2270
Aristides Capital
Kentucky
$1.36M – – –
GAG
2271
GM Advisory Group
New York
$1.36M +$171K +488 +14%
AW
2272
Avion Wealth
Texas
$1.36M +$9.1K +26 +0.7%
SRAM
2273
Spouting Rock Asset Management
Pennsylvania
$1.36M -$102K -291 -7%
JMF
2274
Johnson Midwest Financial
Iowa
$1.36M +$7.01K +20 +0.5%
9WM
2275
9258 Wealth Management
Ohio
$1.36M +$37.8K +108 +3%
89 90
91
92 93