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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 %
AFM
3251
Abbot Financial Management
Massachusetts
$471K
RBC
3252
Roble Belko & Company
Pennsylvania
$471K +$101K +283 +27%
CAS
3253
Coppell Advisory Solutions
Texas
$470K +$381K +1,068 +429%
CIM
3254
Contravisory Investment Management
Massachusetts
$469K -$11.8K -33 -2%
TWM
3255
Trevian Wealth Management
Massachusetts
$469K +$2.85K +8 +0.6%
GFPC
3256
Global Financial Private Client
Florida
$467K
CF
3257
Convergence Financial
Missouri
$467K +$8.56K +24 +2%
CL
3258
COWA LLC
Oklahoma
$465K
RFN
3259
Redwood Financial Network
Ohio
$464K -$3.21K -9 -0.7%
CSPAM
3260
Cary Street Partners Asset Management
Virginia
$464K
CWM
3261
C2C Wealth Management
Arizona
$463K -$2.45M -6,842 -84%
IWS
3262
Integrity Wealth Solutions
Colorado
$463K +$463K +1,298 New
HPWM
3263
High Pines Wealth Management
Massachusetts
$462K +$26.4K +74 +6%
CCM
3264
Cohen Capital Management
California
$462K
FC
3265
Fusion Capital
South Carolina
$461K +$9.63K +27 +2%
AWP
3266
Atlas Wealth Partners
Pennsylvania
$461K
CFO
3267
Collective Family Office
Pennsylvania
$461K -$277K -777 -38%
OFG
3268
Omega Financial Group
California
$458K +$18.5K +52 +4%
VWM
3269
Valley Wealth Managers
New Jersey
$457K +$15K +42 +3%
NMG
3270
New Millennium Group
Utah
$456K -$4.99K -14 -1%
DCM
3271
DGS Capital Management
New Jersey
$455K
RPCA
3272
Running Point Capital Advisors
California
$454K +$107K +300 +31%
KNW
3273
Kesler Norman & Wride
Utah
$452K +$452K +1,267 New
KC
3274
Kades & Cheifetz
Pennsylvania
$452K -$44.9K -126 -9%
ABP
3275
Arthur B. Page
$451K -$103K -290 -19%