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Berkshire Hathaway Class A

1,030 hedge funds and large institutions have $58.7B invested in Berkshire Hathaway Class A in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 76 increasing their positions, 137 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
+38
Holders Change %
+3.83%
% of All Funds
15.1%
Holding in Top 10
121
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.42%
% of All Funds
1.77%
New
83
Increased
76
Reduced
137
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
251
Carret Asset Management
New York
$8.14M
BFS
252
Bard Financial Services
Connecticut
$8.14M
GFPC
253
Global Financial Private Client
Florida
$8.14M
RPC
254
Rossmore Private Capital
Connecticut
$8.14M
ESB
255
Essex Savings Bank
Connecticut
$8.14M
GLLW
256
Graves Light Lenhart Wealth
Virginia
$8.14M
PAG
257
Private Advisor Group
New Jersey
$8.14M +$543K +1 +7%
CIBC World Market
258
CIBC World Market
Ontario, Canada
$8.14M +$543K +1 +7%
BC
259
Bartlett & Co
Ohio
$7.63M
BCWM
260
Bartlett & Co Wealth Management
Ohio
$7.63M
CTC
261
Central Trust Company
Missouri
$7.6M
SWA
262
Strata Wealth Advisors
Texas
$7.6M -$543K -1 -7%
CS
263
Credit Suisse
Switzerland
$7.6M
VFA
264
Valeo Financial Advisors
Indiana
$7.6M
YAM
265
Yacktman Asset Management
Texas
$7.6M
Aviva
266
Aviva
United Kingdom
$7.6M
TIA
267
Traphagen Investment Advisors
New Jersey
$7.6M
NAMM
268
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.6M
NW
269
NewEdge Wealth
Pennsylvania
$7.6M +$543K +1 +8%
SIM
270
Sterling Investment Management
Arizona
$7.6M +$3.8M +7 +100%
MKA
271
M. Kulyk & Associates
Georgia
$7.6M +$7.6M +14 New
KJHP
272
K.J. Harrison & Partners
Ontario, Canada
$7.6M +$7.6M +14 New
MJP
273
Michael J. Puzo
$7.05M -$543K -1 -7%
BEAM
274
Baker Ellis Asset Management
Washington
$7.05M
GAM
275
Griffin Asset Management
New York
$7.05M