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Berkshire Hathaway Class B

3,914 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 414 funds opening new positions, 1,530 increasing their positions, 1,401 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more first-time investments, than exits

New positions opened: 414 | Existing positions closed: 84

57% more call options, than puts

Call options by funds: $6.58B | Put options by funds: $4.2B

7% more funds holding

Funds holding: 3,6443,914 (+270)

5% more capital invested

Capital invested by funds: $297B → $312B (+$15.6B)

2.16% more ownership

Funds ownership: 64.85%67.01% (+2.2%)

9% more repeat investments, than reductions

Existing positions increased: 1,530 | Existing positions reduced: 1,401

6% less funds holding in top 10

Funds holding in top 10: 703659 (-44)

Holders
3,914
Holders Change
+270
Holders Change %
+7.41%
% of All Funds
57.06%
Holding in Top 10
659
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-6.26%
% of All Funds
9.61%
New
414
Increased
1,530
Reduced
1,401
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$51.9B +$228M +650,522 +0.4%
BlackRock
2
BlackRock
New York
$37.5B +$434M +1,236,656 +1%
State Street
3
State Street
Massachusetts
$24.7B +$783M +2,230,896 +3%
Morgan Stanley
4
Morgan Stanley
New York
$16.7B +$8.45B +24,075,912 +106%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$12.2B +$214M +609,173 +2%
Gates Foundation Trust
6
Gates Foundation Trust
Washington
$7.1B -$917M -2,613,252 -12%
Northern Trust
7
Northern Trust
Illinois
$5.82B -$160M -457,248 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$4.75B -$196M -558,200 -4%
Norges Bank
9
Norges Bank
Norway
$4.1B +$188M +535,352 +5%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$3.98B +$135M +383,393 +4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$3.67B -$105M -297,826 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.62B +$203M +577,227 +6%
Charles Schwab
13
Charles Schwab
California
$3.62B +$63.9M +182,173 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.58B +$229M +651,562 +7%
Bank of America
15
Bank of America
North Carolina
$3.25B -$190M -539,925 -6%
Goldman Sachs
16
Goldman Sachs
New York
$2.8B +$152M +431,852 +6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$2.58B +$22.6M +64,465 +0.9%
Legal & General Group
18
Legal & General Group
United Kingdom
$2.43B +$11.6M +33,112 +0.5%
N
19
Nuveen
North Carolina
$2.27B +$7.25M +20,646 +0.3%
Barclays
20
Barclays
United Kingdom
$2.2B -$191M -545,252 -8%
Flossbach Von Storch
21
Flossbach Von Storch
Germany
$2.03B +$1.18M +3,361 +0.1%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.8B -$3M -8,552 -0.2%
UBS AM
23
UBS AM
Illinois
$1.75B +$44.3M +126,170 +3%
Wells Fargo
24
Wells Fargo
California
$1.7B +$51M +145,317 +3%
HHII
25
H&H International Investment
California
$1.69B -$91.2M -259,800 -5%