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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 %
WTFG
2676
Wells Trecaso Financial Group
Ohio
$987K
WFA
2677
Wellspring Financial Advisors
Ohio
$985K +$208K +583 +27%
EFM
2678
E Fund Management
China
$982K -$32.8K -92 -3%
PSP
2679
Principal Street Partners
Tennessee
$981K -$981K -2,750 -50%
CCP
2680
Carmel Capital Partners
California
$981K +$371K +1,039 +61%
IA
2681
Inspire Advisors
Idaho
$980K +$169K +475 +21%
MAA
2682
Matrix Asset Advisors
New York
$979K +$10.7K +30 +1%
KIA
2683
KLR Investment Advisors
Rhode Island
$978K +$7.49K +21 +0.8%
CAM
2684
Creekmur Asset Management
Illinois
$978K +$978K +2,741 New
RB
2685
Rodgers Brothers
Pennsylvania
$977K
CT
2686
Columbia Trust
Oregon
$975K +$15.3K +43 +2%
RP
2687
Riverbridge Partners
Minnesota
$974K -$214K -600 -18%
SIM
2688
SSI Investment Management
California
$974K -$2.85K -8 -0.3%
CIG
2689
Cairn Investment Group
Washington
$973K
TCG
2690
Transcendent Capital Group
Oklahoma
$969K +$969K +2,716 New
LFA
2691
Legend Financial Advisors
Pennsylvania
$967K -$7.13K -20 -0.7%
FW
2692
FirstPurpose Wealth
Utah
$967K -$237K -664 -20%
TFF
2693
The Family Firm
Maryland
$966K -$25.4K -1,081 -3%
OPWM
2694
Oakwell Private Wealth Management
Texas
$965K
DWM
2695
Denver Wealth Management
Colorado
$964K +$35.7K +100 +4%
CIM
2696
Chapman Investment Management
California
$964K -$5.35K -15 -0.6%
CA
2697
CGN Advisors
Kansas
$962K -$72.4K -203 -7%
SSC
2698
Syverson Strege & Co
Iowa
$960K -$39.9K -112 -4%
TFP
2699
Triune Financial Partners
Kansas
$960K -$68.1K -191 -7%
FMP
2700
Financial Management Professionals
Texas
$960K +$356 +1 +0%