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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 %
PA
3126
PFW Advisors
Georgia
$549K +$106K +296 +24%
BFAG
3127
Blackston Financial Advisory Group
Florida
$545K +$3.57K +10 +0.7%
LCWP
3128
Legacy Capital Wealth Partners
Arkansas
$545K -$184K -515 -25%
OWA
3129
Opal Wealth Advisors
New York
$544K -$20K -56 -4%
DWMS
3130
Dominguez Wealth Management Solutions
Virginia
$544K -$2.85K -8 -0.5%
DE
3131
Day & Ennis
Georgia
$544K +$3.21K +9 +0.6%
KLWA
3132
Kelly Lawrence W & Associates
California
$543K -$17.8K -50 -3%
AIFAIM
3133
American Institute for Advanced Investment Management
Arizona
$542K
RSWA
3134
Robinson Smith Wealth Advisors
Maine
$542K +$542K +1,520 New
MM
3135
MQS Management
New York
$541K -$566K -1,588 -51%
SC
3136
Schiavi & Co
Delaware
$540K +$17.8K +50 +3%
MAM
3137
Milestone Asset Management
Pennsylvania
$540K +$36.7K +103 +7%
HI
3138
Human Investing
Oregon
$540K -$49.9K -140 -8%
SIC
3139
Shoker Investment Counsel
Ohio
$540K +$25.3K +71 +5%
LCM
3140
Lazari Capital Management
California
$539K -$32.1K -90 -6%
OA
3141
Oceanside Advisors
South Carolina
$539K +$539K +1,512 New
PWM
3142
Paulson Wealth Management
Illinois
$539K
GWWM
3143
Great Waters Wealth Management
Minnesota
$538K +$11K +30 +2%
WCWM
3144
Wooster Corthell Wealth Management
Connecticut
$538K -$9.99K -28 -2%
IW
3145
Imprint Wealth
South Carolina
$537K -$398K -1,117 -43%
MI
3146
Motiv8 Investments
Florida
$536K +$536K +1,502 New
CFIA
3147
Cantor Fitzgerald Investment Advisors
New York
$535K +$535K +1,500 New
BIM
3148
Bridgecreek Investment Management
Oklahoma
$535K -$71.3K -200 -12%
LWMM
3149
Legacy Wealth Management (Mississippi)
Mississippi
$535K
WCWM
3150
Willow Creek Wealth Management
California
$535K +$102K +286 +24%