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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 %
LWA
3226
Ledgewood Wealth Advisors
New Hampshire
$481K +$481K +1,350 New
MFC
3227
Morris Financial Concepts
South Carolina
$481K
WCFA
3228
Walkner Condon Financial Advisors
Wisconsin
$481K +$80.2K +225 +20%
IWA
3229
IVC Wealth Advisors
Pennsylvania
$480K -$9.27K -26 -2%
SAI
3230
Systematic Alpha Investments
New Jersey
$480K
IAP
3231
Indie Asset Partners
Indiana
$480K +$15K +42 +3%
AFG
3232
Alterity Financial Group
Maine
$480K
EW
3233
Enzi Wealth
Texas
$480K +$3.95K +10 +0.8%
RC
3234
Rovin Capital
Arizona
$479K +$67.8K +190 +16%
VAF
3235
Values Added Financial
District of Columbia
$478K
MF
3236
Manchester Financial
California
$477K -$28.2K -79 -6%
FWA
3237
FSC Wealth Advisors
New York
$477K -$50.6K -142 -10%
CCM
3238
Cutler Capital Management
Massachusetts
$476K
AIA
3239
Angeles Investment Advisors
California
$476K +$42.4K +119 +10%
CL
3240
CSS LLC
Illinois
$475K
BCCM
3241
Bridge Creek Capital Management
Massachusetts
$475K
FFA
3242
Frazier Financial Advisors
Ohio
$475K +$475K +1,332 New
PCA
3243
Private Capital Advisors
Connecticut
$475K
B
3244
BetterWealth
California
$474K +$474K +1,328 New
AWMNH
3245
Arcadia Wealth Management (New Hampshire)
New Hampshire
$473K -$17.8K -50 -4%
CKAIS
3246
Christensen King & Associates Investment Services
Washington
$473K +$473K +1,326 New
HP
3247
Highlander Partners
Texas
$473K
PS
3248
Portfolio Strategies
New York
$473K +$203K +994 +75%
SF
3249
Slagle Financial
Illinois
$472K +$241K +1,354 +104%
VCG
3250
Vantage Consulting Group
Virginia
$472K -$11.1K -31 -2%