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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 %
3F
2801
360 Financial
Minnesota
$825K +$406K +1,138 +97%
ACM
2802
Ategra Capital Management
Virginia
$824K
TCM
2803
Towneley Capital Management
California
$822K +$822K +2,306 New
ZB
2804
Zions Bancorporation
Utah
$821K +$49.2K +138 +6%
RG
2805
Renaissance Group
Kentucky
$820K -$196K -549 -19%
WWM
2806
Wagner Wealth Management
South Carolina
$819K -$125K -351 -13%
VH
2807
Visionary Horizons
Tennessee
$817K +$817K +2,291 New
PS
2808
Planned Solutions
California
$815K +$6.06K +17 +0.7%
RCG
2809
Resource Consulting Group
Florida
$815K +$89.2K +250 +12%
SAM
2810
Selway Asset Management
$815K
PFM
2811
Phillips Financial Management
Indiana
$814K +$51K +143 +7%
HCA
2812
Heck Capital Advisors
Wisconsin
$814K -$26.7K -75 -3%
OBWG
2813
Onyx Bridge Wealth Group
New York
$813K -$151K -424 -16%
FIC
2814
Family Investment Center
Missouri
$813K +$31.4K +88 +4%
RWM
2815
Revisor Wealth Management
Ohio
$811K -$84.2K -236 -9%
PCS
2816
Private Client Services
Kentucky
$810K +$810K +2,270 New
RIP
2817
RAM Investment Partners
Washington
$809K -$17.5K -49 -2%
GG
2818
Gleason Group
Kentucky
$809K
TF
2819
TLWM Financial
Texas
$809K +$26K +73 +3%
AM
2820
Atwater Malick
Pennsylvania
$808K
6F
2821
626 Financial
Michigan
$807K +$39.6K +111 +5%
TAM
2822
Trillium Asset Management
Massachusetts
$804K -$311K -871 -28%
WA
2823
Wealthstream Advisors
New York
$803K -$18.9K -53 -2%
MAM
2824
Marquette Asset Management
Minnesota
$802K -$141K -394 -15%
AAIM
2825
American Assets Investment Management
California
$802K