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 %
SF
2826
Safeguard Financial
Wisconsin
$802K +$28.5K +80 +4%
TWM
2827
Triton Wealth Management
Arizona
$801K
SAG
2828
Spotlight Asset Group
Illinois
$801K
SIA
2829
Sage Investment Advisers
New York
$800K -$17.5K -49 -2%
JWS
2830
Juncture Wealth Strategies
Arizona
$799K -$5.35K -15 -0.7%
CWM
2831
Concentric Wealth Management
California
$799K -$12.5K -35 -2%
CWA
2832
Centennial Wealth Advisory
Michigan
$799K +$37.4K +105 +5%
ITC
2833
Inspire Trust Company
Nevada
$794K +$794K +2,225 New
HCP
2834
Hexagon Capital Partners
Arkansas
$791K +$139K +389 +21%
VBCG
2835
Valley Brook Capital Group
Pennsylvania
$790K +$46.4K +130 +6%
WDG
2836
Wealth Dimensions Group
Ohio
$789K -$77.8K -218 -9%
BCMLT
2837
Beacon Capital Management LLC (Tennessee)
Tennessee
$789K +$46.2K +132 +6%
FOA
2838
Five Oceans Advisors
California
$786K -$11.4K -32 -1%
WFA
2839
WMG Financial Advisors
Tennessee
$785K -$8.56K -24 -1%
JC
2840
Jentner Corp
Ohio
$785K
IA
2841
IMZ Advisory
Florida
$783K +$783K +1,929 New
CAM
2842
Congress Asset Management
Massachusetts
$783K -$53.5K -150 -6%
TFO
2843
Tarbox Family Office
California
$780K
SPWG
2844
Syntegra Private Wealth Group
Missouri
$780K +$41K +115 +6%
BC
2845
Belmont Capital
California
$779K +$719K +2,015 +1,199%
WFL
2846
Wealth Forward LLC
North Dakota
$779K +$779K +2,183 New
AW
2847
Apricus Wealth
South Carolina
$778K +$438K +1,229 +129%
PFA
2848
Pathway Financial Advisers
Indiana
$776K +$262K +1,074 +51%
CWA
2849
Consilio Wealth Advisors
Washington
$774K +$270K +758 +54%
BCM
2850
BluePath Capital Management
Georgia
$774K -$221K -600 -22%