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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 %
RCA
3201
Ranch Capital Advisors
Florida
$501K -$25.7K -72 -5%
MFT
3202
Moisand Fitzgerald Tamayo
Florida
$501K -$32.1K -90 -6%
MCA
3203
Martin Capital Advisors
Texas
$501K
KCM
3204
KRS Capital Management
Michigan
$500K -$35.7K -100 -7%
FFO
3205
Fortitude Family Office
Arizona
$499K +$499K +1,398 New
CSWM
3206
Cassady Schiller Wealth Management
Ohio
$497K
CCA
3207
Cottonwood Capital Advisors
Utah
$497K +$103K +290 +26%
SCP
3208
Stamos Capital Partners
California
$496K -$510K -1,430 -51%
RSC
3209
Red Spruce Capital
Pennsylvania
$495K +$22.5K +63 +5%
BCP
3210
Berkeley Capital Partners
Georgia
$494K -$13.9K -39 -3%
DFG
3211
Demars Financial Group
Washington
$493K +$6.07K +17 +1%
AL
3212
ADE LLC
Maryland
$492K
UW
3213
Unique Wealth
Florida
$491K +$112K +315 +30%
AIA
3214
Affinity Investment Advisors
California
$491K -$48.5K -136 -9%
AWM
3215
AAF Wealth Management
Massachusetts
$489K
AA
3216
AJ Advisors
Tennessee
$488K +$30.3K +85 +7%
RIG
3217
Renaissance Investment Group
Massachusetts
$488K +$143K +400 +41%
CHA
3218
Cooper/Haims Advisors
New York
$488K +$3.57K +10 +0.7%
OW
3219
Olistico Wealth
Oklahoma
$487K +$713 +2 +0.1%
WCP
3220
Wick Capital Partners
Pennsylvania
$487K +$48.8K +137 +11%
MAM
3221
Mainsail Asset Management
Alabama
$486K +$486K +1,364 New
T
3222
Tidemark
California
$486K +$486K +1,363 New
SFS
3223
Starfox Financial Services
Texas
$485K +$195K +546 +67%
AHC
3224
Adell Harriman & Carpenter
Texas
$484K -$18.9K -53 -4%
BE
3225
Bonness Enterprises
District of Columbia
$481K