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 %
DC
2376
Dantai Capital
Hong Kong
$1.39M +$499K +1,400 +56%
CRWM
2377
Castle Rock Wealth Management
California
$1.39M +$205K +563 +17%
FVWA
2378
Foster Victor Wealth Advisors
South Carolina
$1.39M +$144K +391 +12%
SIS
2379
Sound Income Strategies
Florida
$1.39M +$285K +798 +26%
AC
2380
Aristides Capital
Kentucky
$1.39M – – –
OAM
2381
Ostrum Asset Management
France
$1.38M -$2.46M -6,895 -64%
SRAM
2382
Spouting Rock Asset Management
Pennsylvania
$1.38M – – –
SIC
2383
Sigma Investment Counselors
Michigan
$1.38M +$14.3K +40 +1%
CPRC
2384
Consolidated Portfolio Review Corp
New York
$1.38M +$14.6K +41 +1%
FFBTD
2385
First Financial Bank - Trust Division
Ohio
$1.38M -$713 -2 -0.1%
MCM
2386
MV Capital Management
Maryland
$1.38M +$7.85K +22 +0.6%
HC
2387
Hamilton Capital
Ohio
$1.37M -$102K -286 -7%
RMC
2388
Resources Management Corp
Connecticut
$1.37M -$57.1K -160 -4%
B
2389
Bensler
Washington
$1.37M -$7.49K -21 -0.5%
CCG
2390
Coastwise Capital Group
California
$1.37M – – –
JFG
2391
JMG Financial Group
Illinois
$1.37M – – –
AWA
2392
Aletheian Wealth Advisors
Washington
$1.36M -$30.3K -85 -2%
BAM
2393
Bosun Asset Management
Illinois
$1.36M +$729K +2,045 +115%
EWM
2394
Elmwood Wealth Management
California
$1.36M -$814K -2,283 -37%
IBOK
2395
Independence Bank of Kentucky
Kentucky
$1.36M +$848K +2,377 +166%
LCM
2396
Liberty Capital Management
Michigan
$1.36M – – –
TA
2397
TFB Advisors
Kansas
$1.36M +$1.36M +3,807 New
OIA
2398
Optimum Investment Advisors
Illinois
$1.36M – – –
MA
2399
MKT Advisors
California
$1.36M +$4.75K +13 +0.4%
HWM
2400
Hemington Wealth Management
Virginia
$1.35M -$26.4K -74 -2%
94 95
96
97 98