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 %
MLFP
2301
MPS Loria Financial Planners
Illinois
$1.32M -$132K -377 -9%
WAOI
2302
Wealth Advisors of Iowa
Iowa
$1.31M +$15.8K +45 +1%
OCM
2303
Osterweis Capital Management
California
$1.31M – – –
DMBA
2304
Deseret Mutual Benefit Administrators
Utah
$1.31M -$145K -415 -10%
AO
2305
Advisor OS
Illinois
$1.31M +$133K +380 +11%
NIC
2306
Northwest Investment Counselors
Oregon
$1.31M +$87.6K +250 +7%
KFI
2307
Key Financial Inc
Pennsylvania
$1.31M – – –
TFGT
2308
TS Financial Group (TSFG)
Illinois
$1.31M +$50.8K +145 +4%
FCT
2309
First Community Trust
Iowa
$1.3M – – –
WWP
2310
WR Wealth Planners
Missouri
$1.3M +$124K +355 +11%
HWM
2311
Horizon Wealth Management
Illinois
$1.3M -$52.5K -150 -4%
RW
2312
RVW Wealth
California
$1.3M +$112K +319 +9%
CCA
2313
Column Capital Advisors
Indiana
$1.3M – – –
IWN
2314
Independent Wealth Network
Iowa
$1.3M +$85.8K +245 +7%
CCM
2315
Community Capital Management
Florida
$1.3M – – –
SIC
2316
SFE Investment Counsel
California
$1.3M +$19.6K +56 +2%
WWM
2317
WT Wealth Management
Arizona
$1.29M +$1.29M +3,693 New
TWP
2318
TFO Wealth Partners
Ohio
$1.29M +$657K +1,928 +104%
RP
2319
Riverwater Partners
Wisconsin
$1.29M -$48.3K -138 -4%
AMG
2320
Advisors Management Group
Wisconsin
$1.29M – – –
SWM
2321
Silverlake Wealth Management
Vermont
$1.29M +$53.6K +153 +4%
SAM
2322
Sequent Asset Management
Texas
$1.29M +$10.2K +29 +0.8%
MA
2323
MKT Advisors
California
$1.29M +$16.4K +47 +1%
GCA
2324
Guardian Capital Advisors
Ontario, Canada
$1.29M +$71.1K +204 +6%
FC
2325
Family CFO
California
$1.28M +$9.11K +26 +0.7%
91 92
93
94 95