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 %
TFGT
2401
TS Financial Group (TSFG)
Illinois
$1.35M +$23.5K +66 +2%
PWM
2402
PBMares Wealth Management
Virginia
$1.35M -$25.7K -72 -2%
DWMG
2403
DB Wealth Management Group
California
$1.35M -$65.6K -184 -5%
KCFA
2404
Key Client Fiduciary Advisors
New Jersey
$1.34M -$28.5K -80 -2%
FEM
2405
Fulcrum Equity Management
Texas
$1.34M +$44.9K +126 +3%
LWP
2406
Laurel Wealth Planning
Minnesota
$1.34M -$72.4K -203 -5%
WAOTB
2407
Wealth Advisors of Tampa Bay
Florida
$1.34M -$1.34M -3,752 -50%
OCM
2408
Osterweis Capital Management
California
$1.34M – – –
AP
2409
Atwood & Palmer
Missouri
$1.33M -$66K -185 -5%
FIM
2410
Fernwood Investment Management
Massachusetts
$1.33M +$28.3K +80 +2%
KFI
2411
Key Financial Inc
Pennsylvania
$1.33M – – –
ODIJL
2412
One Day In July LLC
Vermont
$1.33M +$27.8K +78 +2%
KCM
2413
Kathmere Capital Management
Pennsylvania
$1.33M +$38.9K +109 +3%
SW
2414
StrongBox Wealth
Missouri
$1.32M +$494K +1,385 +59%
PWA
2415
Physician Wealth Advisors
Utah
$1.32M -$26.9K -73 -2%
GHA
2416
GW Henssler & Associates
Georgia
$1.32M -$204K -573 -13%
SWM
2417
Silverlake Wealth Management
Vermont
$1.32M +$10.7K +30 +0.8%
WWP
2418
WR Wealth Planners
Missouri
$1.32M -$2.5K -7 -0.2%
PM
2419
Penbrook Management
New York
$1.32M -$101K -282 -7%
Two Sigma Investments
2420
Two Sigma Investments
New York
$1.32M -$47.6M -133,516 -97%
WP
2421
Wealthspan Partners
Iowa
$1.32M +$181K +508 +16%
AC
2422
AXQ Capital
New Jersey
$1.32M +$1.32M +3,700 New
AWA
2423
Arbor Wealth Advisors
Michigan
$1.32M +$1.32M +3,694 New
RW
2424
RVW Wealth
California
$1.32M -$4.99K -14 -0.4%
AWA
2425
Amplius Wealth Advisors
Pennsylvania
$1.32M +$13.2K +37 +1%
95 96
97
98 99