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Berkshire Hathaway Class B

3,550 hedge funds and large institutions have $257B invested in Berkshire Hathaway Class B in 2023 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 1,371 increasing their positions, 1,400 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 96

45% more call options, than puts

Call options by funds: $5.39B | Put options by funds: $3.71B

0% less funds holding

Funds holding: 3,5653,550 (-15)

0.8% less ownership

Funds ownership: 64.71%63.91% (-0.8%)

2% less repeat investments, than reductions

Existing positions increased: 1,371 | Existing positions reduced: 1,400

7% less capital invested

Capital invested by funds: $275B → $257B (-$18.4B)

9% less funds holding in top 10

Funds holding in top 10: 695632 (-63)

Holders
3,550
Holders Change
-15
Holders Change %
-0.42%
% of All Funds
56.57%
Holding in Top 10
632
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-9.06%
% of All Funds
10.07%
New
160
Increased
1,371
Reduced
1,400
Closed
96
Calls
$5.39B
Puts
$3.71B
Net Calls
+$1.69B
Net Calls Change
-$52.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$44.1B +$1.4B +4,555,840 +3%
BlackRock
2
BlackRock
New York
$32B -$301M -975,950 -0.9%
State Street
3
State Street
Massachusetts
$21B -$1.22B -3,942,994 -5%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$9.81B +$171M +553,693 +2%
Morgan Stanley
5
Morgan Stanley
New York
$6.76B -$123M -397,779 -2%
Gates Foundation Trust
6
Gates Foundation Trust
Washington
$6.08B -$1.54B -5,000,000 -20%
Northern Trust
7
Northern Trust
Illinois
$5.22B -$34.7M -112,622 -0.7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$4.28B -$139M -451,327 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.59B +$105M +339,508 +3%
Bank of America
10
Bank of America
North Carolina
$3.5B +$365M +1,185,565 +12%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$3.41B +$618M +2,004,934 +22%
Charles Schwab
12
Charles Schwab
California
$3B +$40.6M +131,876 +1%
Norges Bank
13
Norges Bank
Norway
$2.86B +$231M +748,616 +9%
JP Morgan Chase
14
JP Morgan Chase
New York
$2.73B -$82.5M -267,708 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.66B -$116M -376,525 -4%
Goldman Sachs
16
Goldman Sachs
New York
$2.21B +$247M +801,318 +13%
Legal & General Group
17
Legal & General Group
United Kingdom
$2.2B +$5.02M +16,297 +0.2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$2.18B +$28M +90,887 +1%
N
19
Nuveen
North Carolina
$1.96B +$36.3M +117,795 +2%
Flossbach Von Storch
20
Flossbach Von Storch
Germany
$1.8B -$11.2M -36,389 -0.6%
HHII
21
H&H International Investment
California
$1.76B -$187M -608,000 -10%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.72B +$50M +162,306 +3%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.6B -$67.3M -218,478 -4%
Capital Research Global Investors
24
Capital Research Global Investors
California
$1.45B -$255M -828,189 -15%
UBS AM
25
UBS AM
Illinois
$1.36B -$126M -408,827 -8%