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 %
SGK
2376
Steigerwald Gordon & Koch
Virginia
$1.2M -$14K -40 -1%
RWI
2377
Red Wave Investments
Pennsylvania
$1.2M – – –
AF
2378
Affiance Financial
Minnesota
$1.2M +$29.1K +83 +2%
SAM
2379
Secure Asset Management
Michigan
$1.2M +$447K +1,275 +59%
CG
2380
Clarus Group
Texas
$1.2M -$9.81K -28 -0.8%
BCM
2381
Barden Capital Management
Texas
$1.2M +$38K +109 +3%
FNB
2382
Farmers National Bank
Kentucky
$1.19M -$7.01K -20 -0.6%
ACM
2383
AlphaStar Capital Management
North Carolina
$1.19M -$38.5K -110 -3%
LJHT
2384
Laurie J. Hall Trustee
$1.19M -$160K -456 -12%
PWM
2385
Peterson Wealth Management
Nevada
$1.19M +$1.4K +4 +0.1%
ST
2386
Sageworth Trust
Pennsylvania
$1.19M – – –
SFP
2387
Sweet Financial Partners
Minnesota
$1.19M +$35K +100 +3%
TWM
2388
TMD Wealth Management
Arizona
$1.19M -$40.3K -115 -3%
FW
2389
FirstPurpose Wealth
Utah
$1.18M +$85.8K +245 +8%
WPW
2390
Warther Private Wealth
Ohio
$1.18M -$35K -100 -3%
YWS
2391
Yarger Wealth Strategies
Ohio
$1.18M +$124K +353 +12%
CIP
2392
Convergence Investment Partners
Florida
$1.18M -$263K -750 -18%
WLIM
2393
White Lighthouse Investment Management
Massachusetts
$1.18M +$61.3K +175 +5%
PL
2394
Perpetual Ltd
Australia
$1.18M -$2.1K -6 -0.2%
CFLC
2395
California First Leasing Corp
California
$1.18M – – –
NRC
2396
New Republic Capital
North Carolina
$1.18M +$117K +333 +11%
KIG
2397
Kowal Investment Group
Wisconsin
$1.18M -$9.11K -26 -0.8%
WBC
2398
Westpac Banking Corp
Australia
$1.17M – – –
FVWA
2399
Foster Victor Wealth Advisors
South Carolina
$1.17M -$34.6K -100 -3%
HSG
2400
Helen Stephens Group
Texas
$1.17M – – –
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