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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 %
1IA
3176
1834 Investment Advisors
Wisconsin
$515K
IHWM
3177
Iron Horse Wealth Management
Iowa
$514K -$8.92K -25 -2%
4WM
3178
49 Wealth Management
Texas
$513K +$513K +1,439 New
TCBWMS
3179
Texas Capital Bank Wealth Management Services
Texas
$512K -$3.92K -11 -0.8%
BFS
3180
Burkett Financial Services
South Carolina
$512K +$512K +1,436 New
ML
3181
Mayport LLC
Massachusetts
$511K
ST
3182
Sentinel Trust
Texas
$511K
CWM
3183
Cedar Wealth Management
California
$510K +$7.49K +21 +1%
LAS
3184
Lloyd Advisory Services
Georgia
$510K -$1.71M -4,795 -77%
SCM
3185
SKBA Capital Management
California
$510K
CCA
3186
Cora Capital Advisors
New Jersey
$509K +$47.8K +134 +10%
VFPW
3187
Vantage Financial Partners (Wisconsin)
Wisconsin
$509K +$119K +333 +30%
HWM
3188
Horizons Wealth Management
North Carolina
$508K
CASB
3189
Cape Ann Savings Bank
Massachusetts
$508K
EC
3190
EdgeRock Capital
Colorado
$507K +$57.4K +147 +13%
FA
3191
Financial Advisors
Massachusetts
$507K
IWP
3192
IAG Wealth Partners
Wisconsin
$506K +$37.8K +106 +8%
SWM
3193
Sterling Wealth Management
Illinois
$506K +$506K +1,420 New
JCIA
3194
Jackson Creek Investment Advisors
Colorado
$506K
AWM
3195
Accel Wealth Management
Iowa
$505K -$266K -746 -35%
GAM
3196
Gould Asset Management
California
$505K -$17.8K -50 -3%
KWM
3197
Kolinsky Wealth Management
New Jersey
$504K -$425K -1,192 -46%
LFP
3198
Leeward Financial Partners
Washington
$503K
BBWA
3199
Bell & Brown Wealth Advisors
California
$502K +$502K +1,408 New
HAFS
3200
Hapanowicz & Associates Financial Services
Pennsylvania
$502K