BRK.B icon

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 %
JCM
2701
Jacobsen Capital Management
Utah
$958K +$33.2K +93 +4%
ACA
2702
Ackerman Capital Advisors
Texas
$957K
MNBTD
2703
Moody National Bank Trust Division
Texas
$955K -$6.21M -17,421 -87%
EB
2704
Eastern Bank
Massachusetts
$952K +$23.5K +66 +3%
OWA
2705
One Wealth Advisors
California
$951K -$7.85K -22 -0.8%
F4L
2706
Fortune 45 LLC
Louisiana
$950K +$1.43K +4 +0.2%
CP
2707
CenterBook Partners
Connecticut
$950K -$1.6M -4,481 -63%
SWIG
2708
Strategic Wealth Investment Group
Kentucky
$949K +$111K +312 +13%
FP
2709
Financial Perspectives
Minnesota
$944K
ACP
2710
Aveo Capital Partners
Colorado
$942K +$146K +408 +18%
LS
2711
Livforsakringsbolaget Skandia
Sweden
$941K +$373K +1,045 +66%
OHWA
2712
Oak Hill Wealth Advisors
Virginia
$941K -$119K -333 -11%
WPW
2713
Warther Private Wealth
Ohio
$938K -$264K -741 -22%
WF
2714
Warner Financial
Maryland
$938K
SWP
2715
ShoreHaven Wealth Partners
New Jersey
$936K
EIG
2716
Ellenbecker Investment Group
Wisconsin
$935K +$14.3K +40 +2%
SCM
2717
Seascape Capital Management
New Hampshire
$935K +$552K +1,549 +144%
CCP
2718
Clarkston Capital Partners
Michigan
$932K
VAM
2719
Verity Asset Management
North Carolina
$929K +$713 +2 +0.1%
VC
2720
Veracity Capital
Georgia
$929K +$32.5K +91 +4%
AFG
2721
Arkansas Financial Group
Arkansas
$927K +$34.2K +96 +4%
WAS
2722
WESPAC Advisors SoCal
California
$926K
UWPG
2723
Ullmann Wealth Partners Group
Florida
$926K +$54.6K +153 +6%
CWM
2724
CarsonAllaria Wealth Management
Illinois
$920K
SFP
2725
Sterling Financial Planning
New Jersey
$920K +$69.9K +196 +8%