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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 %
SPP
776
Single Point Partners
Massachusetts
$543K
CW
777
CreativeOne Wealth
Kansas
$543K +$543K +1 New
FDS
778
First Dallas Securities
Texas
$543K +$543K +1 New
MAS
779
Meeder Advisory Services
Ohio
$543K
RCG
780
Regatta Capital Group
California
$543K -$543K -1 -50%
TNAM
781
Terra Nova Asset Management
New York
$543K
KA
782
Klingman & Associates
New York
$543K
PAM
783
Pegasus Asset Management
New York
$543K
CPC
784
Congress Park Capital
New York
$543K
AFS
785
Annapolis Financial Services
Maryland
$543K
5SA
786
5th Street Advisors
Connecticut
$543K
LL
787
LWMG LLC
Minnesota
$543K
JFGIW
788
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$543K
DWM
789
Dakota Wealth Management
Florida
$543K
NFW
790
Noble Family Wealth
Florida
$543K
LNWWM
791
Laird Norton Wetherby Wealth Management
California
$543K
AWM
792
AAF Wealth Management
Massachusetts
$543K
CWM
793
Curi Wealth Management
North Carolina
$543K
BFPW
794
BOK Financial Private Wealth
Colorado
$543K
MCM
795
Monarch Capital Management
Indiana
$543K
CCA
796
Criterion Capital Advisors
Tennessee
$543K +$543K +1 New
CWM
797
Cranbrook Wealth Management
Michigan
$543K +$543K +1 New
WCM
798
Weaver Capital Management
Georgia
$543K +$543K +100 New
CA
799
Continuum Advisory
Idaho
$543K -$1.63M -3 -75%
EW
800
Evoke Wealth
California
$543K -$1.63M -3 -75%