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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 %
OCG
3001
Opus Capital Group
Ohio
$642K
TB
3002
Terril Brothers
Missouri
$642K +$5.35K +15 +0.8%
AMR
3003
Asset Management Resources
Massachusetts
$642K -$331K -927 -34%
LWM
3004
Luminvest Wealth Management
Arizona
$640K +$640K +1,400 New
MWA
3005
MFA Wealth Advisors
Pennsylvania
$640K +$260K +728 +68%
NCM
3006
Noesis Capital Mangement
Florida
$639K -$7.85K -22 -1%
CIA
3007
Caerus Investment Advisors
Texas
$639K
CF
3008
Cantor Fitzgerald
New York
$637K -$402K -1,127 -39%
HIM
3009
Hanlon Investment Management
New Jersey
$636K -$79.2K -222 -11%
BA
3010
Bridgewater Associates
Connecticut
$635K -$13.7M -38,431 -96%
CNWM
3011
Clay Northam Wealth Management
California
$635K
GWM
3012
Gitterman Wealth Management
New Jersey
$634K
FIM
3013
FWL Investment Management
Texas
$633K +$713 +2 +0.1%
MIFH
3014
Migdal Insurance & Financial Holdings
Israel
$633K
IF
3015
Insight Folios
North Carolina
$633K +$74.2K +208 +13%
S
3016
Sunpointe
Missouri
$631K +$631K +1,770 New
JGUA
3017
John G. Ullman & Associates
New York
$629K -$152K -425 -19%
HP
3018
Hyperion Partners
Pennsylvania
$628K
MSG
3019
Main Street Group
Virginia
$628K +$628K +1,759 New
EB
3020
Exchange Bank
California
$627K +$19.6K +55 +3%
DSC
3021
Duncker Streett & Co
Missouri
$627K +$20.3K +57 +3%
UBV
3022
United Bank (Virginia)
Virginia
$626K -$21.8K -61 -3%
VWM
3023
Vigilare Wealth Management
Arizona
$626K -$5.35K -15 -0.8%
BWA
3024
BlueChip Wealth Advisors
Georgia
$625K +$625K +1,753 New
WAC
3025
William Allan Corp
Colorado
$625K +$29.9K +84 +5%