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 %
YWS
2426
Yarger Wealth Strategies
Ohio
$1.31M +$109K +307 +9%
HWM
2427
Horizon Wealth Management
Illinois
$1.31M -$11.8K -33 -0.9%
TC
2428
Trilogy Capital
California
$1.31M +$1.04M +2,915 +385%
HBT
2429
Heartland Bank & Trust
Illinois
$1.31M -$41.4K -116 -3%
SHJ
2430
Sharkey, Howes & Javer
Colorado
$1.31M +$26.4K +74 +2%
EFMC
2431
Empire Financial Management Company
New York
$1.31M +$52.4K +147 +4%
WAOI
2432
Wealth Advisors of Iowa
Iowa
$1.3M -$31.7K -89 -2%
AI
2433
Atom Investors
Texas
$1.3M +$653K +1,831 +100%
TWM
2434
TriaGen Wealth Management
California
$1.3M +$62.4K +175 +5%
SIC
2435
SFE Investment Counsel
California
$1.3M -$18.2K -51 -1%
FG
2436
Fairman Group
Pennsylvania
$1.3M +$1.3M +3,647 New
FC
2437
Family CFO
California
$1.3M -$9.27K -26 -0.7%
BA
2438
Bard Associates
Illinois
$1.3M – – –
PCA
2439
Prosperity Capital Advisors
Ohio
$1.3M +$44.6K +125 +4%
WC
2440
Waterloo Capital
Texas
$1.3M +$450K +1,262 +53%
NIC
2441
Northwest Investment Counselors
Oregon
$1.3M -$35.7K -100 -3%
FCM
2442
Family Capital Management
Michigan
$1.3M -$150K -420 -10%
FCM
2443
Fourpath Capital Management
Oklahoma
$1.29M – – –
TCM
2444
Tandem Capital Management
New Jersey
$1.29M -$3.21K -9 -0.2%
AMG
2445
Advisors Management Group
Wisconsin
$1.28M -$28.9K -81 -2%
SAM
2446
Sequent Asset Management
Texas
$1.28M -$29.2K -82 -2%
GCM
2447
Galibier Capital Management
Ontario, Canada
$1.28M +$27.5K +77 +2%
GSAM
2448
Grant Street Asset Management
Pennsylvania
$1.28M -$3.92K -11 -0.3%
CYG
2449
Clean Yield Group
Vermont
$1.28M -$30.3K -85 -2%
SWMP
2450
Signature Wealth Management Partners
New Jersey
$1.28M +$132K +370 +12%
96 97
98
99 100