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 %
FFBTD
2276
First Financial Bank - Trust Division
Ohio
$1.35M +$4.9K +14 +0.4%
HWM
2277
Hemington Wealth Management
Virginia
$1.35M -$29.8K -85 -2%
PWM
2278
PBMares Wealth Management
Virginia
$1.35M +$2.1K +6 +0.2%
B
2279
Bensler
Washington
$1.35M -$5.26K -15 -0.4%
FRA
2280
Front Row Advisors
California
$1.35M -$701 -2 -0.1%
KCFA
2281
Key Client Fiduciary Advisors
New Jersey
$1.35M -$14K -40 -1%
W
2282
WealthOne
New York
$1.35M +$14K +40 +1%
MCM
2283
MV Capital Management
Maryland
$1.35M +$17.2K +49 +1%
RA
2284
Rational Advisors
New York
$1.34M -$437K -1,247 -25%
EIP
2285
Easterly Investment Partners
Massachusetts
$1.34M -$11.7M -33,354 -90%
SIC
2286
Sigma Investment Counselors
Michigan
$1.34M +$9.11K +26 +0.7%
CCG
2287
Coastwise Capital Group
California
$1.34M +$87.6K +250 +7%
JFG
2288
JMG Financial Group
Illinois
$1.34M -$14.4K -41 -1%
CPRC
2289
Consolidated Portfolio Review Corp
New York
$1.34M +$38.5K +110 +3%
CJL
2290
Cyrus J. Lawrence
New York
$1.34M -$7K -20 -0.5%
ANB
2291
Amarillo National Bank
Texas
$1.34M – – –
GCM
2292
Gibraltar Capital Management
Oklahoma
$1.33M +$2.1K +6 +0.2%
LCM
2293
Liberty Capital Management
Michigan
$1.33M +$52.5K +150 +4%
OIA
2294
Optimum Investment Advisors
Illinois
$1.33M – – –
ONST
2295
Old North State Trust
North Carolina
$1.33M +$286K +816 +27%
ARG
2296
Advisory Resource Group
Oklahoma
$1.33M -$41.7K -119 -3%
HBT
2297
Heartland Bank & Trust
Illinois
$1.33M +$13.7K +39 +1%
SAM
2298
Synergy Asset Management
Washington
$1.32M -$8.9M -25,393 -87%
LIG
2299
Lokken Investment Group
Delaware
$1.32M +$79.9K +228 +6%
SWA
2300
Sax Wealth Advisors
New Jersey
$1.32M +$29.8K +85 +2%
90 91
92
93 94