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 %
AGWCA
2451
Annis Gardner Whiting Capital Advisors
Florida
$1.09M +$1.09M +3,115 New
WIM
2452
Westside Investment Management
California
$1.09M -$10.5K -30 -1%
MM
2453
MQS Management
New York
$1.09M +$1.09M +3,105 New
SFG
2454
Summit Financial Group
West Virginia
$1.09M – – –
SFP
2455
Shepherd Financial Partners
Massachusetts
$1.09M +$221K +631 +26%
CFD
2456
Creative Financial Designs
Indiana
$1.08M +$93.5K +267 +9%
SWA
2457
Sutton Wealth Advisors
Florida
$1.08M +$39.6K +113 +4%
SIS
2458
Sound Income Strategies
Florida
$1.08M +$27.3K +78 +3%
IC
2459
Inscription Capital
Texas
$1.08M +$7.01K +20 +0.7%
BRA
2460
Biechele Royce Advisors
Indiana
$1.08M -$51.5K -147 -5%
FUBT
2461
First United Bank & Trust
Maryland
$1.08M – – –
HGWM
2462
Horst & Graben Wealth Management
Oregon
$1.08M – – –
CMS
2463
Capital Market Strategies
Florida
$1.08M +$686 +2 +0.1%
SEIA
2464
Signature Estate & Investment Advisors
California
$1.08M +$122K +349 +13%
NF
2465
Norwood Financial
Pennsylvania
$1.07M -$14K -40 -1%
CG
2466
Cynosure Group
Utah
$1.07M -$1.8M -5,136 -63%
HP
2467
HT Partners
Connecticut
$1.07M -$32.6K -93 -3%
GHA
2468
Granite Harbor Advisors
Texas
$1.07M +$41K +117 +4%
SFP
2469
Sandbox Financial Partners
Maryland
$1.07M +$59.6K +170 +6%
BWIA
2470
Bryant Woods Investment Advisors
New York
$1.07M – – –
DAM
2471
Doheny Asset Management
California
$1.07M +$31.5K +90 +3%
ITIM
2472
Indiana Trust & Investment Management
Indiana
$1.06M -$17.5K -50 -2%
BWM
2473
Benchmark Wealth Management
Connecticut
$1.06M -$7.01K -20 -0.7%
DA
2474
Dover Advisors
Virginia
$1.06M +$9.46K +27 +0.9%
YIH
2475
Y-Intercept (HK)
Hong Kong
$1.06M -$3.22M -9,206 -75%
97 98
99
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