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 %
FIM
2326
Fernwood Investment Management
Massachusetts
$1.28M – – –
CSWG
2327
Cardinal Strategic Wealth Guidance
Kentucky
$1.28M +$141K +402 +12%
CIA
2328
Cladis Investment Advisory
Montana
$1.28M – – –
MIA
2329
MainStreet Investment Advisors
Illinois
$1.28M +$179K +511 +16%
AWA
2330
Amplius Wealth Advisors
Pennsylvania
$1.28M -$20K -57 -2%
CYG
2331
Clean Yield Group
Vermont
$1.28M -$39K -112 -3%
TI
2332
Trigran Investments
Illinois
$1.28M – – –
ODIJL
2333
One Day In July LLC
Vermont
$1.28M +$306K +873 +31%
YDMI
2334
Y.D. More Investments
Israel
$1.28M +$140K +400 +12%
FEM
2335
Fulcrum Equity Management
Texas
$1.28M +$350 +1 +0%
BA
2336
Bard Associates
Illinois
$1.27M – – –
TCM
2337
Tandem Capital Management
New Jersey
$1.27M -$17.2K -49 -1%
FCM
2338
Fourpath Capital Management
Oklahoma
$1.27M – – –
PWA
2339
Physician Wealth Advisors
Utah
$1.27M +$3.46K +10 +0.3%
KCM
2340
Kathmere Capital Management
Pennsylvania
$1.27M +$16.5K +47 +1%
DA
2341
Denali Advisors
California
$1.26M +$35K +100 +3%
GSAM
2342
Grant Street Asset Management
Pennsylvania
$1.26M +$3.85K +11 +0.3%
SHJ
2343
Sharkey, Howes & Javer
Colorado
$1.26M – – –
EP
2344
Essential Planning
New Hampshire
$1.26M -$7.36K -21 -0.6%
PG
2345
Proffitt & Goodson
Tennessee
$1.25M -$2.1K -6 -0.2%
WPW
2346
Watershed Private Wealth
Illinois
$1.25M +$16.1K +46 +1%
BIA
2347
Biondo Investment Advisors
Pennsylvania
$1.25M -$87.6K -250 -7%
JSL
2348
JT Stratford LLC
Georgia
$1.25M +$30.8K +88 +3%
VCM
2349
Virtue Capital Management
Tennessee
$1.25M – – –
JSW
2350
Journey Strategic Wealth
New Jersey
$1.25M -$110K -313 -8%
92 93
94
95 96