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 %
CWM
2426
Curi Wealth Management
North Carolina
$1.13M -$298K -851 -21%
GDP
2427
Great Diamond Partners
Maine
$1.13M +$96.3K +275 +9%
TI
2428
tru Independence
Oregon
$1.13M – – –
IAG
2429
Investment Advisory Group
Massachusetts
$1.13M +$89K +254 +9%
KIC
2430
Keating Investment Counselors
Florida
$1.13M +$320K +914 +40%
CRWM
2431
Castle Rock Wealth Management
California
$1.13M +$1.13M +3,245 New
SWMP
2432
Signature Wealth Management Partners
New Jersey
$1.13M +$165K +470 +17%
CA
2433
Corrado Advisors
New Jersey
$1.12M +$1.12M +3,209 New
RPSA
2434
Richard P. Slaughter Associates
Texas
$1.12M -$2.66M -7,607 -70%
MPM
2435
MBB Public Markets
Illinois
$1.12M – – –
CNB
2436
Camden National Bank
Maine
$1.12M -$20K -57 -2%
MJP
2437
Michael J. Puzo
$1.12M -$165K -470 -13%
WP
2438
Wealthspan Partners
Iowa
$1.12M +$3.85K +11 +0.3%
LGA
2439
Lebenthal Global Advisors
New York
$1.12M +$4.2K +12 +0.4%
VST
2440
Van Strum & Towne
California
$1.11M -$35K -100 -3%
CC
2441
Callan Capital
California
$1.11M +$393K +1,122 +55%
HCA
2442
Harbour Capital Advisors
Virginia
$1.11M -$105K -300 -9%
IA
2443
Insight Advisors
Pennsylvania
$1.1M -$77.8K -222 -7%
BMC
2444
Beaton Management Company
Massachusetts
$1.1M – – –
HWM
2445
Hohimer Wealth Management
Washington
$1.1M +$16.8K +48 +2%
CCM
2446
Colorado Capital Management
Colorado
$1.1M -$32.6K -93 -3%
TAM
2447
Trillium Asset Management
Massachusetts
$1.1M +$466K +1,330 +74%
CIG
2448
Cascade Investment Group
Colorado
$1.09M +$3.5K +10 +0.3%
LK
2449
Lumbard & Kellner
New Hampshire
$1.09M -$145K -413 -12%
SFG
2450
Sovereign Financial Group
Connecticut
$1.09M +$7.01K +20 +0.6%
96 97
98
99 100