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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 %
CG
2326
CFO4Life Group
Texas
$1.5M +$5.71K +16 +0.4%
CWM
2327
Concentrum Wealth Management
California
$1.49M +$618K +1,733 +71%
CFD
2328
Creative Financial Designs
Indiana
$1.49M +$384K +1,078 +35%
CIM
2329
CIM Investment Management
Pennsylvania
$1.49M – – –
FPCG
2330
Fort Pitt Capital Group
Pennsylvania
$1.49M -$76.7K -215 -5%
SPIO
2331
Seven Post Investment Office
California
$1.49M -$99.5K -279 -6%
DPIM
2332
Duff & Phelps Investment Management
Illinois
$1.48M – – –
GCP
2333
Gill Capital Partners
Colorado
$1.48M -$63.8K -179 -4%
AGWCA
2334
Annis Gardner Whiting Capital Advisors
Florida
$1.48M +$372K +1,043 +33%
VP
2335
Verum Partners
North Carolina
$1.48M -$28.2K -79 -2%
RIM
2336
Rakuten Investment Management
Japan
$1.48M +$1.48M +4,132 New
ACM
2337
AlphaStar Capital Management
North Carolina
$1.47M +$261K +732 +22%
KFS
2338
Kurt F. Somerville
$1.47M -$26.8K -75 -2%
TNAM
2339
Terra Nova Asset Management
New York
$1.47M -$1.43K -4 -0.1%
AW
2340
Avion Wealth
Texas
$1.47M +$82.7K +232 +6%
VFPI
2341
Vantage Financial Partners (Illinois)
Illinois
$1.46M -$17.8K -50 -1%
FNWM
2342
Financial Network Wealth Management
Utah
$1.46M – – –
LIG
2343
Lokken Investment Group
Delaware
$1.46M +$116K +326 +9%
PWM
2344
Peterson Wealth Management
Nevada
$1.46M +$249K +697 +21%
BAG
2345
Bridgewealth Advisory Group
California
$1.46M -$82K -230 -5%
Fuller & Thaler Asset Management
2346
Fuller & Thaler Asset Management
California
$1.46M +$285K +800 +24%
JGIA
2347
Jackson Grant Investment Advisers
Connecticut
$1.46M – – –
RFG
2348
RFP Financial Group
Georgia
$1.46M – – –
FGI
2349
Foresight Global Investors
New York
$1.46M -$478K -1,340 -25%
PA
2350
Parkside Advisors
California
$1.45M +$713 +2 +0%
92 93
94
95 96