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
2301
BSW Wealth Partners
Colorado
$1.56M -$5.71K -16 -0.4%
SM
2302
Sciencast Management
New Jersey
$1.55M -$368K -1,032 -19%
PAM
2303
Palisade Asset Management
Minnesota
$1.55M +$126K +353 +9%
ACM
2304
Armbruster Capital Management
New York
$1.55M – – –
AIC
2305
Archer Investment Corporation
Indiana
$1.54M +$41.4K +116 +3%
SIC
2306
Schwartz Investment Counsel
Michigan
$1.54M -$71.3K -200 -4%
PWM
2307
Prentice Wealth Management
New York
$1.54M +$12.1K +34 +0.8%
GGHC
2308
Gilder Gagnon Howe & Co
New York
$1.54M +$22.8K +64 +2%
PT
2309
Plimoth Trust
Massachusetts
$1.53M +$2.14K +6 +0.1%
PO
2310
Private Ocean
California
$1.53M +$13.6K +38 +0.9%
CWA
2311
Cornerstone Wealth Advisors
Minnesota
$1.53M +$535K +1,500 +54%
EWP
2312
Engrave Wealth Partners
Texas
$1.53M +$127K +357 +9%
BAM
2313
Byrne Asset Management
New Jersey
$1.53M -$10.7K -30 -0.7%
CC
2314
Courier Capital
New York
$1.52M – – –
IGWM
2315
ICA Group Wealth Management
Colorado
$1.52M -$48.9K -137 -3%
OCM
2316
Orleans Capital Management
Louisiana
$1.52M – – –
PIA
2317
Powell Investment Advisors
Florida
$1.52M – – –
POIA
2318
Pin Oak Investment Advisors
Texas
$1.52M +$27.1K +76 +2%
GSC
2319
Grey Street Capital
Illinois
$1.51M -$14.3K -40 -0.9%
GCA
2320
Guardian Capital Advisors
Ontario, Canada
$1.51M +$151K +410 +11%
RWA
2321
River Wealth Advisors
Pennsylvania
$1.51M -$620K -1,738 -29%
PCM
2322
Pennsylvania Capital Management
Pennsylvania
$1.51M -$262K -734 -15%
WI
2323
WrapManager Inc
California
$1.51M -$157K -440 -9%
AC
2324
Allstate Corporation
Illinois
$1.5M -$84.2K -236 -5%
GAG
2325
GM Advisory Group
New York
$1.5M +$117K +328 +8%
91 92
93
94 95