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 %
KBC
2351
Key Bridge Compliance
$1.25M +$1.25M +3,565 New
WAS
2352
Wealth Advisory Solutions
Indiana
$1.25M +$1.25M +3,565 New
SAM
2353
S.A. Mason
Michigan
$1.25M – – –
AGA
2354
Accuvest Global Advisors
Utah
$1.25M -$260K -741 -17%
BP
2355
BCK Partners
New York
$1.24M – – –
PRWA
2356
Platte River Wealth Advisors
Colorado
$1.23M +$24.2K +69 +2%
EFMC
2357
Empire Financial Management Company
New York
$1.23M -$90.4K -258 -7%
GCM
2358
Galibier Capital Management
Ontario, Canada
$1.23M -$371K -1,060 -23%
PCA
2359
Prosperity Capital Advisors
Ohio
$1.23M +$151K +431 +14%
GSC
2360
G&S Capital
Colorado
$1.23M +$11.2K +32 +0.9%
IWA
2361
Inspirion Wealth Advisors
Illinois
$1.23M +$57.8K +165 +5%
JVBC
2362
J.V. Bruni & Co
Colorado
$1.22M -$28K -80 -2%
ALAM
2363
Asahi Life Asset Management
Japan
$1.22M +$228K +650 +23%
TWM
2364
TriaGen Wealth Management
California
$1.22M – – –
SMI
2365
Shelter Mutual Insurance
Missouri
$1.22M – – –
CWG
2366
Crown Wealth Group
North Carolina
$1.22M +$208K +593 +21%
SWM
2367
Scissortail Wealth Management
Oklahoma
$1.22M +$56.5K +168 +5%
BONST
2368
Bank of Nova Scotia Trust
Ontario, Canada
$1.21M +$27.7K +79 +2%
EFG
2369
Ethos Financial Group
Pennsylvania
$1.21M +$93.9K +268 +8%
KPWG
2370
KFA Private Wealth Group
Virginia
$1.21M +$22.8K +65 +2%
NCM
2371
Northwest Capital Management
Oregon
$1.21M +$17.5K +50 +1%
AFT
2372
Alpha Family Trust
California
$1.21M – – –
RHP
2373
Royal Harbor Partners
Texas
$1.21M +$85.5K +244 +8%
LF
2374
LifeSteps Financial
California
$1.2M -$6.66K -19 -0.5%
RFA
2375
Register Financial Advisors
Georgia
$1.2M -$34K -97 -3%
93 94
95
96 97