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 %
CWG
2451
Crown Wealth Group
North Carolina
$1.28M +$36K +101 +3%
DMBA
2452
Deseret Mutual Benefit Administrators
Utah
$1.27M -$64.9K -182 -5%
IWA
2453
Inspirion Wealth Advisors
Illinois
$1.27M +$1.45K +4 +0.1%
CIA
2454
Cladis Investment Advisory
Montana
$1.27M -$35.7K -100 -3%
RP
2455
Riverwater Partners
Wisconsin
$1.27M -$44.9K -126 -3%
HIGP
2456
Hill Investment Group Partners
Missouri
$1.27M +$468K +1,312 +58%
ATI
2457
Act Two Investors
California
$1.27M +$912K +2,556 +255%
AF
2458
Affiance Financial
Minnesota
$1.27M +$44.9K +126 +4%
AWA
2459
Acorn Wealth Advisors
Michigan
$1.27M +$84.5K +237 +7%
PG
2460
Proffitt & Goodson
Tennessee
$1.26M -$13.6K -38 -1%
SAM
2461
S.A. Mason
Michigan
$1.26M -$9.27K -26 -0.7%
BP
2462
BCK Partners
New York
$1.26M +$2.5K +7 +0.2%
DW
2463
Dodds Wealth
Colorado
$1.26M +$1.26M +3,532 New
KPWG
2464
KFA Private Wealth Group
Virginia
$1.26M +$26K +73 +2%
NCFG
2465
New Century Financial Group
New Jersey
$1.26M +$1.26M +3,528 New
RFA
2466
Register Financial Advisors
Georgia
$1.26M +$32.8K +92 +3%
GPA
2467
Guerra Pan Advisors
New Jersey
$1.26M +$87.7K +246 +8%
EP
2468
Essential Planning
New Hampshire
$1.25M -$30.7K -86 -2%
SIG
2469
Spinnaker Investment Group
California
$1.25M +$64.9K +182 +5%
GSC
2470
G&S Capital
Colorado
$1.25M -$2.14K -6 -0.2%
SXL
2471
Summit X LLC
Missouri
$1.25M +$65.3K +183 +6%
JVBC
2472
J.V. Bruni & Co
Colorado
$1.25M -$2.14K -6 -0.2%
FCFC
2473
First Commonwealth Financial Corp
Pennsylvania
$1.24M +$191K +535 +18%
ECM
2474
English Capital Management
Michigan
$1.24M +$1.24M +3,490 New
PMSA
2475
Patrick M. Sweeney & Associates
Illinois
$1.24M +$1.24M +3,475 New
97 98
99
100 101