BRK.A icon

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 %
VCM
826
Versant Capital Management
Arizona
$543K
JWM
827
JGP Wealth Management
Oregon
$543K
DLPIC
828
Davide Leone & Partners Investment Company
United Kingdom
$543K
EBT
829
Enterprise Bank & Trust
Massachusetts
$543K
LSPW
830
Lake Street Private Wealth
Illinois
$543K
WQ
831
Wealth Quarterback
New Jersey
$543K
RWB
832
RMR Wealth Builders
New Jersey
$543K
AGC
833
Aspen Grove Capital
Colorado
$543K
AIFAIM
834
American Institute for Advanced Investment Management
Arizona
$543K
CC
835
Copperleaf Capital
North Carolina
$543K
CWA
836
Capital Wealth Alliance
Arizona
$543K
NAG
837
Northstar Advisory Group
New Jersey
$543K
SFA
838
Source Financial Advisors
New York
$543K
JWM
839
Jeppson Wealth Management
California
$543K
GGS
840
Galvin Gaustad & Stein
Arizona
$543K
HBCM
841
Heron Bay Capital Management
Michigan
$543K
MAM
842
MMA Asset Management
Pennsylvania
$543K
CBT
843
CoreFirst Bank & Trust
Kansas
$543K
OFA
844
Oak Family Advisors
Illinois
$543K
EWA
845
Encompass Wealth Advisors
Oregon
$543K
LSWM
846
Lorne Steinberg Wealth Management
Canada
$543K
MFA
847
Mayflower Financial Advisors
Massachusetts
$543K
CGPCS
848
Capital Group Private Client Services
California
$543K
GWM
849
Gitterman Wealth Management
New Jersey
$543K
PCA
850
Pallas Capital Advisors
Massachusetts
$543K