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 %
TWM
2351
Tanager Wealth Management
United Kingdom
$1.45M -$70.3K -197 -5%
CWM
2352
Centurion Wealth Management
Virginia
$1.44M +$27.1K +76 +2%
AGC
2353
Aspen Grove Capital
Colorado
$1.44M +$32.5K +92 +2%
MAWCM
2354
Mine & Arao Wealth Creation & Management
California
$1.43M – – –
BWM
2355
Bulltick Wealth Management
Florida
$1.43M +$263K +736 +22%
BWG
2356
Boomfish Wealth Group
Georgia
$1.43M +$1.43M +4,013 New
UFF
2357
USA Financial Formulas
Michigan
$1.43M +$1.43M +3,996 +28,543%
CFS
2358
Cannon Financial Strategists
Georgia
$1.43M – – –
BFA
2359
Brown Financial Advisory
Alabama
$1.43M +$28.5K +80 +2%
MA
2360
MJP Associates
Connecticut
$1.43M +$750K +2,104 +111%
ERWM
2361
Elk River Wealth Management
Colorado
$1.43M +$543K +1,522 +61%
NAMM
2362
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.42M -$60.6K -170 -4%
CFA
2363
Capstone Financial Advisors
Illinois
$1.42M +$33.5K +94 +2%
KA
2364
Kercheville Advisors
Texas
$1.42M +$17.8K +50 +1%
PEA
2365
Park Edge Advisors
Ohio
$1.42M +$755K +2,118 +114%
PPP
2366
Private Portfolio Partners
New Jersey
$1.42M -$42.1K -118 -3%
MPIA
2367
Mountain Pacific Investment Advisers
Idaho
$1.42M +$4.99K +14 +0.4%
SOAMC
2368
Spirit of America Management Corp
New York
$1.42M – – –
ARG
2369
Advisory Resource Group
Oklahoma
$1.42M +$62.4K +175 +5%
WI
2370
Wedgewood Investors
Pennsylvania
$1.41M – – –
HP
2371
Holowesko Partners
Bahamas
$1.41M – – –
GCM
2372
Gibraltar Capital Management
Oklahoma
$1.41M +$53.5K +150 +4%
TC
2373
Tacita Capital
Ontario, Canada
$1.4M – – –
APG
2374
Abacus Planning Group
South Carolina
$1.4M – – –
TCOT
2375
Trust Company of Toledo
Ohio
$1.4M -$3.57K -10 -0.3%
93 94
95
96 97