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 %
RP
2276
Raelipskie Partnership
Ontario, Canada
$1.59M +$1.59M +4,462 New
B
2277
Bridgeworth
Alabama
$1.59M -$10.3K -29 -0.6%
EFA
2278
Evernest Financial Advisors
Indiana
$1.59M +$1.59M +4,453 New
KLCM
2279
KG&L Capital Management
Louisiana
$1.59M +$699K +1,961 +79%
CCG
2280
Catalina Capital Group
California
$1.59M +$1.59M +4,445 New
HCM
2281
Hall Capital Management
Rhode Island
$1.58M -$44.6K -125 -3%
IIM
2282
InTrack Investment Management
Vermont
$1.58M +$83.5K +234 +6%
PIA
2283
Panoramic Investment Advisors
Colorado
$1.58M -$203K -568 -11%
SCP
2284
Stevens Capital Partners
Nebraska
$1.58M +$26K +73 +2%
HAIM
2285
Hunter Associates Investment Management
Pennsylvania
$1.58M +$18.2K +51 +1%
WCA
2286
Waypoint Capital Advisors
Minnesota
$1.58M – – –
AGM
2287
Alpine Global Management
New York
$1.58M +$1.58M +4,418 New
GWMR
2288
GC Wealth Management RIA
Massachusetts
$1.58M +$1.58M +4,417 New
AWAP
2289
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.57M +$17.1K +48 +1%
VCM
2290
Vision Capital Management
Oregon
$1.57M +$1.57M +4,407 New
MJP
2291
Michael J. Puzo
$1.57M +$430K +1,205 +38%
BMM
2292
Buffington Mohr McNeal
Idaho
$1.57M +$94.9K +266 +6%
FEG
2293
Financial Enhancement Group
Indiana
$1.57M +$72.2K +201 +5%
GGS
2294
Galvin Gaustad & Stein
Arizona
$1.57M -$130K -365 -8%
EIA
2295
Eldridge Investment Advisors
New Hampshire
$1.56M -$243K -680 -13%
OAM
2296
Occidental Asset Management
California
$1.56M -$11.8K -33 -0.7%
9WM
2297
9258 Wealth Management
Ohio
$1.56M +$180K +504 +13%
SCA
2298
Stonebridge Capital Advisors
Minnesota
$1.56M -$72.4K -203 -4%
AFC
2299
AFT Forsyth & Company
Florida
$1.56M +$57.8K +162 +4%
GIM
2300
Gold Investment Management
Alberta, Canada
$1.56M +$1.56M +4,362 New
90 91
92
93 94