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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 %
FF
2901
Francis Financial
$728K +$25.7K +72 +4%
UWM
2902
USAdvisors Wealth Management
Minnesota
$728K -$18.9K -53 -3%
EE
2903
EWG Elevate
California
$728K +$7.85K +22 +1%
MC
2904
Mayar Capital
United Kingdom
$727K
TIM
2905
Total Investment Management
Arizona
$727K +$73.5K +206 +11%
NCM
2906
NCM Capital Management
New Jersey
$727K -$10.7K -30 -1%
CWP
2907
Curated Wealth Partners
California
$726K -$9.63K -27 -1%
OAJ
2908
Ogorek Anthony Joseph
New York
$726K
APW
2909
Austin Private Wealth
Texas
$725K -$3.21K -9 -0.4%
FIBT
2910
First International Bank & Trust
North Dakota
$725K +$206K +578 +40%
CIS
2911
Continental Investors Services
Washington
$725K +$57.4K +161 +9%
MCM
2912
Marsico Capital Management
Colorado
$724K -$188K -527 -21%
AFG
2913
ABLE Financial Group
Arizona
$724K +$60.6K +170 +9%
AFS
2914
Access Financial Services
Minnesota
$722K
HCC
2915
Hirtle Callaghan & Co
Pennsylvania
$720K +$96.3K +270 +15%
HS
2916
Horan Securities
United States
$719K +$1.78K +5 +0.2%
FWI
2917
Facet Wealth Inc
Maryland
$719K -$221K -560 -23%
KA
2918
Kure Advisory
Minnesota
$719K +$19.3K +54 +3%
JTWM
2919
Jackson Thornton Wealth Management
Alabama
$718K +$9.63K +27 +1%
NL
2920
Navalign LLC
California
$716K -$89.9K -252 -11%
UIA
2921
Ulland Investment Advisors
Minnesota
$716K
EWA
2922
ERTS Wealth Advisors
Michigan
$716K -$2.14K -6 -0.3%
CW
2923
Cook Wealth
North Carolina
$715K +$715K +1,898 New
GWM
2924
Greenhouse Wealth Management
Connecticut
$714K
CISOA
2925
Capital Investment Services of America
Wisconsin
$714K