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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 %
DP
2976
Dearborn Partners
Illinois
$660K
DAM
2977
Diamant Asset Management
Connecticut
$658K
OAM
2978
Oak Asset Management
California
$657K
PWSG
2979
Pacific Wealth Strategies Group
California
$657K +$3.21K +9 +0.5%
THWM
2980
Taylor Hoffman Wealth Management
Virginia
$657K -$6.78K -19 -1%
FTC
2981
Farmers Trust Company
Ohio
$657K +$75.3K +211 +13%
SPA
2982
Shore Point Advisors
New Jersey
$656K
SFG
2983
Sterling Financial Group
California
$656K +$167K +467 +34%
GFG
2984
Goldstone Financial Group
Illinois
$656K +$22.1K +62 +3%
FA
2985
Financial Alternatives
California
$655K -$64.6K -181 -9%
VWA
2986
VERITY Wealth Advisors
United States
$654K
XS
2987
XR Securities
Illinois
$653K +$245K +686 +60%
TWP
2988
Tower Wealth Partners
Pennsylvania
$652K
PC
2989
Permit Capital
Pennsylvania
$651K -$48.1K -135 -7%
LC
2990
Landaas & Company
Wisconsin
$650K
BCP
2991
Blackhawk Capital Partners
Wisconsin
$648K -$9.99K -28 -2%
RCM
2992
RNC Capital Management
California
$648K -$17.5K -49 -3%
MHR
2993
Matthew Hamilton Rosenberg
$646K -$2.5K -7 -0.4%
RTC
2994
Riverview Trust Company
Washington
$646K
PC
2995
Port Capital
Illinois
$645K -$4.28K -12 -0.7%
FWP
2996
Falcon Wealth Planning
California
$644K +$99.9K +280 +18%
First Eagle Investment Management
2997
First Eagle Investment Management
New York
$644K +$641K +1,797 +17,970%
WB
2998
West Bancorporation
Iowa
$643K
IAA
2999
Ironsides Asset Advisors
North Carolina
$643K -$115K -322 -15%
NED
3000
Nancy E. Dempze
$642K -$33.9K -95 -5%