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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 %
IPAM
3026
Investment Partners Asset Management
New Jersey
$623K +$623K +1,748 New
TPWM
3027
Twelve Points Wealth Management
Massachusetts
$623K
UL
3028
Unionview LLC
Washington
$623K
RFS
3029
Richardson Financial Services
Massachusetts
$622K +$622K +1,745 New
ACM
3030
AUA Capital Management
Pennsylvania
$622K
EBA
3031
Eagle Bay Advisors
New York
$621K -$104K -291 -14%
BBPWM
3032
Blue Bell Private Wealth Management
Pennsylvania
$620K +$98.1K +275 +19%
GL
3033
Gerber LLC
Ohio
$619K +$619K +1,736 New
HFS
3034
HBC Financial Services
Washington
$619K
VEA
3035
Virtus ETF Advisers
New York
$619K +$619K +1,735 New
KFG
3036
Kingdom Financial Group
Arizona
$618K +$27.8K +78 +5%
PCG
3037
PFC Capital Group
California
$618K +$618K +1,735 New
FFG
3038
Fortem Financial Group
California
$618K -$17.8K -50 -3%
CS
3039
Capital Square
Tennessee
$618K +$1.78K +5 +0.3%
GWM
3040
GDS Wealth Management
Texas
$617K +$306K +858 +98%
CP
3041
Canopy Partners
Ohio
$617K +$617K +1,730 New
GWP
3042
Gateway Wealth Partners
Wisconsin
$617K -$1.92M -5,374 -76%
EA
3043
Eclectic Associates
California
$616K -$14.6K -41 -2%
FWM
3044
FMB Wealth Management
California
$616K -$357 -1 -0.1%
RWG
3045
Ratio Wealth Group
Colorado
$611K
CPSC
3046
Carl P. Sherr & Co
Massachusetts
$611K -$22.1K -62 -3%
PSIWM
3047
Paradigm Strategies in Wealth Management
Minnesota
$610K
MIM
3048
MTM Investment Management
South Carolina
$608K +$167K +467 +38%
CCFM
3049
Clear Creek Financial Management
Washington
$606K +$12.5K +35 +2%
HCM
3050
HMS Capital Management
Tennessee
$606K