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Berkshire Hathaway Class A

992 hedge funds and large institutions have $55.6B invested in Berkshire Hathaway Class A in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 129 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
-73
Holders Change %
-6.85%
% of All Funds
15.82%
Holding in Top 10
117
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.1%
% of All Funds
1.87%
New
39
Increased
87
Reduced
129
Closed
104
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NC
326
Naman Capital
Brazil
$5.31M
IAS
327
Insigneo Advisory Services
Florida
$5.31M +$531K +1 +11%
RWA
328
Ropes Wealth Advisors
Massachusetts
$5.31M +$1.06M +2 +25%
Lido Advisors
329
Lido Advisors
California
$5.31M +$3.72M +7 +233%
CCWM
330
Cassaday & Co Wealth Management
Virginia
$5.31M +$4.78M +9 +900%
CCB
331
Country Club Bank
Missouri
$4.87M
BA
332
Birinyi Associates
Connecticut
$4.79M
AAS
333
Avantax Advisory Services
Texas
$4.78M -$1.06M -2 -18%
GT
334
Glenview Trust
Kentucky
$4.78M -$531K -1 -10%
ACP
335
Aviance Capital Partners
Florida
$4.78M
ATC
336
Argent Trust Co
Tennessee
$4.78M
ICG
337
InterOcean Capital Group
Tennessee
$4.78M
KWS
338
Keystone Wealth Services
California
$4.78M
NFG
339
Nations Financial Group
Iowa
$4.78M
MJRIC
340
Mogy Joel R Investment Counsel
California
$4.78M
WKWM
341
Walter & Keenan Wealth Management
Indiana
$4.78M
WC
342
Weil Company
California
$4.78M
CSIC
343
Clifford Swan Investment Counsel
California
$4.78M
AL
344
Aspiriant LLC
California
$4.78M
SN
345
Sittner & Nelson
Oregon
$4.78M
SMA
346
Sage Mountain Advisors
Georgia
$4.78M
YIH
347
Y-Intercept (HK)
Hong Kong
$4.78M +$531K +1 +13%
BCM
348
Beddow Capital Management
Wyoming
$4.78M
SC
349
Scotia Capital
Ontario, Canada
$4.78M
SMH
350
Sanders Morris Harris
Texas
$4.74M