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Berkshire Hathaway Class B

3,891 hedge funds and large institutions have $312B invested in Berkshire Hathaway Class B in 2023 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 1,523 increasing their positions, 1,393 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,891
Holders Change
+267
Holders Change %
+7.37%
% of All Funds
57.04%
Holding in Top 10
652
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-6.46%
% of All Funds
9.56%
New
411
Increased
1,523
Reduced
1,393
Closed
84
Calls
$6.58B
Puts
$4.2B
Net Calls
+$2.38B
Net Calls Change
-$191M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
2576
Retirement Investment Advisors
Oklahoma
$1.09M +$1.09M +3,053 New
WPW
2577
Watershed Private Wealth
Illinois
$1.09M -$189K -529 -15%
ANB
2578
Amarillo National Bank
Texas
$1.09M -$273K -765 -20%
LGA
2579
Lebenthal Global Advisors
New York
$1.09M -$51K -143 -4%
OA
2580
Oxbow Advisors
Texas
$1.09M +$247K +692 +29%
HP
2581
HT Partners
Connecticut
$1.08M -$1.07K -3 -0.1%
DAM
2582
Doheny Asset Management
California
$1.08M
BWM
2583
Benchmark Wealth Management
Connecticut
$1.08M
HCA
2584
Harbour Capital Advisors
Virginia
$1.08M -$73.4K -200 -6%
LJHT
2585
Laurie J. Hall Trustee
$1.08M -$132K -370 -11%
RRA
2586
Round Rock Advisors
Connecticut
$1.08M +$206K +578 +24%
LWMI
2587
Landmark Wealth Management (Illinois)
Illinois
$1.08M +$1.08M +3,024 New
MCWS
2588
McKinley Carter Wealth Services
West Virginia
$1.08M +$5.71K +16 +0.5%
SFP
2589
Sandbox Financial Partners
Maryland
$1.08M -$7.49K -21 -0.7%
BWIA
2590
Bryant Woods Investment Advisors
New York
$1.08M -$8.92K -25 -0.8%
ACM
2591
Argent Capital Management
Missouri
$1.07M
CCM
2592
Colorado Capital Management
Colorado
$1.07M -$43.5K -122 -4%
HFS
2593
Heritage Financial Services
Massachusetts
$1.07M
TCWA
2594
Turtle Creek Wealth Advisors
Texas
$1.07M +$1.07M +3,001 New
HAI
2595
Hennessy Advisors Inc
California
$1.07M -$713K -2,000 -40%
PW
2596
Peninsula Wealth
California
$1.07M +$12.8K +36 +1%
EA
2597
Ergawealth Advisors
Illinois
$1.07M +$34.6K +97 +3%
BHBT
2598
Burke & Herbert Bank & Trust
Virginia
$1.07M +$484K +1,358 +83%
ITIM
2599
Indiana Trust & Investment Management
Indiana
$1.07M -$17.8K -50 -2%
OLVIG
2600
Oliver Lagore Vanvalin Investment Group
Michigan
$1.06M +$167K +468 +19%