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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 %
NWA
2876
New World Advisors
Massachusetts
$753K -$1.19M -3,330 -61%
KIC
2877
Kensington Investment Counsel
California
$753K -$42.1K -118 -5%
EGWAG
2878
Elwood & Goetz Wealth Advisory Group
Georgia
$751K +$18.9K +53 +3%
BFA
2879
Beacon Financial Advisory
Ohio
$751K -$21.4K -60 -3%
VIM
2880
Vista Investment Management
Pennsylvania
$749K -$13.2K -37 -2%
CPL
2881
CAP Partners LLC
Tennessee
$747K +$747K +2,095 New
BIA
2882
Bigelow Investment Advisors
Maine
$746K -$28.9K -81 -4%
RFM
2883
Royal Fund Management
Florida
$746K -$6.78K -19 -0.9%
OWM
2884
OneAscent Wealth Management
Alabama
$745K +$25.7K +72 +4%
MCIA
2885
Mountain Capital Investment Advisors
Colorado
$742K -$30.6K -83 -4%
SL
2886
Salomon & Ludwin
Virginia
$741K
Aristotle Capital Management
2887
Aristotle Capital Management
California
$740K
APSI
2888
Asset Planning Services Inc
Louisiana
$740K
RWA
2889
Rainsberger Wealth Advisors
Colorado
$739K +$499K +1,400 +209%
SWM
2890
Sugarloaf Wealth Management
Georgia
$738K +$8.2K +23 +1%
PSFG
2891
Prairie Sky Financial Group
Illinois
$738K -$53.9K -151 -7%
APIM
2892
Agate Pass Investment Management
Washington
$737K
LIM
2893
Lagoda Investment Management
New York
$737K
SCM
2894
Sollinda Capital Management
Florida
$735K +$735K +2,061 New
AHC
2895
Anderson Hoagland & Co
Missouri
$735K
DWM
2896
Defined Wealth Management
Oregon
$735K -$9.63K -27 -1%
CAL
2897
Capital Advisors Ltd
Ohio
$734K -$50K -140 -6%
DWG
2898
Darden Wealth Group
Michigan
$733K +$733K +2,056 New
MA
2899
MBA Advisors
Pennsylvania
$733K
CPCP
2900
Cedar Point Capital Partners
Iowa
$732K +$732K +2,052 New