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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 %
OPTFSNA
3351
Old Point Trust & Financial Services N A
Virginia
$402K -$90.9K -255 -18%
BHWA
3352
Beacon Harbor Wealth Advisors
Virginia
$401K
MAM
3353
Marotta Asset Management
Virginia
$401K -$18.5K -52 -4%
BWP
3354
Bernardo Wealth Planning
Pennsylvania
$401K +$21.4K +60 +6%
MPPLM
3355
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$401K
CVA
3356
Central Valley Advisors
California
$400K +$400K +1,122 New
BDS
3357
Banco de Sabadell
Florida
$400K -$174K -487 -30%
NF
3358
Nikulski Financial
Iowa
$400K +$12.1K +34 +3%
JAIC
3359
Josh Arnold Investment Consultant
Minnesota
$399K -$1.78K -5 -0.4%
GWM
3360
GoalFusion Wealth Management
Texas
$398K
UCMOK
3361
United Capital Management of KS
Kansas
$397K -$6.06K -17 -2%
GWA
3362
Geometric Wealth Advisors
District of Columbia
$396K -$12.5K -35 -3%
AT
3363
Arden Trust
Delaware
$395K +$1.78K +5 +0.5%
KIG
3364
Kennedy Investment Group
New Jersey
$394K
WBCM
3365
Wilson & Boucher Capital Management
California
$394K +$3.57K +10 +0.9%
MBFW
3366
Morton Brown Family Wealth
Pennsylvania
$394K +$143K +401 +57%
FGA
3367
Fortis Group Advisors
New Jersey
$393K +$197K +551 +100%
CWM
3368
Campbell Wealth Management
Virginia
$393K -$317K -889 -45%
LFA
3369
Lauterbach Financial Advisors
Texas
$392K -$12.5K -35 -3%
TOCUITCONY
3370
Trustees of Columbia University in the City of New York
New York
$392K
MS
3371
Madden Securities
Texas
$392K
PPW
3372
PACK Private Wealth
Minnesota
$392K
MWA
3373
Motive Wealth Advisors
Michigan
$391K -$152K -426 -28%
TAM
3374
TCP Asset Management
Ohio
$390K -$48.5K -136 -11%
CWM
3375
Compass Wealth Management
Connecticut
$389K