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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 %
MCB
2726
Morton Community Bank
Illinois
$919K +$919K +2,576 New
FNBTCON
2727
First National Bank & Trust Co of Newtown
Pennsylvania
$918K -$3.57K -10 -0.4%
SPWM
2728
Spartan Planning & Wealth Management
North Carolina
$917K +$596K +1,672 +186%
NJBEST
2729
New Jersey Better Educational Savings Trust
New Jersey
$917K
SAM
2730
Sawgrass Asset Management
Florida
$916K -$109K -305 -11%
RPSA
2731
Richard P. Slaughter Associates
Texas
$915K -$227K -637 -20%
Members Trust
2732
Members Trust
Florida
$915K +$232K +649 +34%
RSA
2733
River Street Advisors
Illinois
$914K -$20.7K -58 -2%
MWA
2734
MN Wealth Advisors
Kansas
$908K +$908K +2,546 New
IAG
2735
Investmark Advisory Group
Connecticut
$908K
CIA
2736
Cascade Investment Advisors
Oregon
$908K -$1.78K -5 -0.2%
CAG
2737
Compass Advisory Group
New York
$907K +$62.4K +175 +7%
TWM
2738
Trueblood Wealth Management
Ohio
$904K +$904K +2,534 New
OPPS
2739
Obsidian Personal Planning Solutions
Maryland
$904K
MPW
2740
MGO Private Wealth
California
$900K -$12.5K -35 -1%
MFGM
2741
Marshall Financial Group (Maryland)
Maryland
$900K
MTIC
2742
Missouri Trust & Investment Company
Missouri
$897K
CFA
2743
CWS Financial Advisors
Michigan
$896K -$71.3K -200 -7%
HFW
2744
Horizon Family Wealth
Illinois
$892K +$7.13K +20 +0.8%
ML
2745
McAdam LLC
Pennsylvania
$890K -$12.1K -34 -1%
BSSFA
2746
Baron Silver Stevens Financial Advisors
Florida
$888K +$63.8K +179 +8%
RHAM
2747
Round Hill Asset Management
California
$888K
FA
2748
Fountainhead AM
New Jersey
$887K +$530K +1,487 +149%
BCM
2749
Boltwood Capital Management
California
$886K -$148K -415 -14%
WF
2750
Wayfinding Financial
Washington
$884K -$12.8K -36 -1%