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 %
RP
2401
Riverbridge Partners
Minnesota
$1.17M – – –
DCM
2402
Dupont Capital Management
Delaware
$1.17M -$44.2M -126,224 -97%
SSA
2403
South Street Advisors
New York
$1.17M – – –
VCM
2404
Vivaldi Capital Management
Illinois
$1.16M +$49K +140 +4%
GBT
2405
Grove Bank & Trust
Florida
$1.16M +$16.1K +46 +1%
SIG
2406
Spinnaker Investment Group
California
$1.16M +$60.6K +173 +6%
FTWA
2407
Fifth Third Wealth Advisors
Ohio
$1.16M +$745K +2,127 +179%
AWA
2408
Acorn Wealth Advisors
Michigan
$1.16M +$2.45K +7 +0.2%
BCP
2409
Blue Chip Partners
Michigan
$1.16M – – –
SXL
2410
Summit X LLC
Missouri
$1.16M -$1.77M -5,049 -60%
WFAG
2411
Wescott Financial Advisory Group
Pennsylvania
$1.16M +$1.4K +4 +0.1%
GC
2412
Gibson Capital
Pennsylvania
$1.16M +$12.3K +35 +1%
Fuller & Thaler Asset Management
2413
Fuller & Thaler Asset Management
California
$1.15M +$71.5K +204 +7%
BWM
2414
Bulltick Wealth Management
Florida
$1.15M +$699K +1,996 +155%
HCM
2415
Howard Capital Management
Georgia
$1.15M – – –
AIM
2416
Athena Investment Management
California
$1.15M -$13.3K -38 -1%
APS
2417
American Planning Services
Florida
$1.15M +$350 +1 +0%
GPA
2418
Guerra Pan Advisors
New Jersey
$1.15M +$122K +347 +12%
PFWA
2419
Paces Ferry Wealth Advisors
Georgia
$1.15M -$701 -2 -0.1%
BAM
2420
BOS Asset Management
Illinois
$1.14M – – –
OHIS
2421
Oak Harvest Investment Services
Texas
$1.14M -$76.4K -218 -6%
DTC
2422
Davidson Trust Company
Washington
$1.14M +$51.5K +147 +5%
AWM
2423
AllSquare Wealth Management
New York
$1.14M -$28.7K -82 -2%
IA
2424
IFG Advisors
Missouri
$1.14M -$23.1K -66 -2%
E
2425
ETFidea
New York
$1.13M – – –
95 96
97
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