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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 %
IFAM
2651
Institutional & Family Asset Management
Colorado
$1.01M +$2.85K +8 +0.3%
DCM
2652
Davis Capital Management
Florida
$1.01M +$1.01M +2,838 New
OLA
2653
Oliver Luxxe Assets
New Jersey
$1.01M -$6.06K -17 -0.6%
EP
2654
Eudaimonia Partners
Tennessee
$1.01M -$881K -2,471 -47%
TWG
2655
The Wealth Group
Minnesota
$1.01M +$1.01M +2,566 New
ALAM
2656
Asahi Life Asset Management
Japan
$1.01M -$232K -650 -19%
VBFP
2657
Valtinson Bruner Financial Planning
Minnesota
$1.01M +$17.8K +50 +2%
TIM
2658
Triad Investment Management
California
$1.01M +$54.9K +154 +6%
CSIA
2659
Carl Stuart Investment Advisor
Texas
$1.01M
JLBC
2660
J.L. Bainbridge & Co
Florida
$1M +$3.21K +9 +0.3%
CWA
2661
Consilium Wealth Advisory
Texas
$1M +$67.8K +190 +7%
VFG
2662
Victory Financial Group
Texas
$1M +$1M +2,812 New
W
2663
Wealthquest
Ohio
$1M +$68.8K +193 +7%
GSB
2664
Greenfield Savings Bank
Massachusetts
$1M -$22.1K -62 -2%
MAM
2665
McLean Asset Management
Virginia
$1,000K +$25.2K +69 +3%
RHJA
2666
Rice Hall James & Associates
California
$999K
FCB
2667
First County Bank
Connecticut
$997K +$7.85K +22 +0.8%
FB
2668
First Bancorp
Maine
$997K -$3.57K -10 -0.4%
AIP
2669
Almanack Investment Partners
Pennsylvania
$994K +$201K +563 +25%
PFG
2670
PAX Financial Group
Texas
$994K +$59.2K +149 +6%
HSWM
2671
Hubbell Strickland Wealth Management
Louisiana
$992K -$30.7K -86 -3%
SEIA
2672
Signature Estate & Investment Advisors
California
$990K -$105K -294 -10%
NICM
2673
Neo Ivy Capital Management
New York
$989K +$989K +2,772 New
FFA
2674
Fi3 Financial Advisors
Indiana
$988K -$75.6K -212 -7%
FC
2675
Fulcrum Capital
Washington
$988K