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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 %
VCM
3376
Viewpoint Capital Management
Washington
$389K
CCA
3377
Conestoga Capital Advisors
Pennsylvania
$389K
FAM
3378
Flaharty Asset Management
Florida
$389K +$7.49K +21 +2%
ACC
3379
Acorn Creek Capital
Colorado
$388K +$388K +1,089 New
TCPWM
3380
Traverso Chambers Private Wealth Management
California
$388K -$27.8K -78 -7%
FS
3381
Ferguson Shapiro
Georgia
$387K
CIA
3382
Cape Investment Advisory
Georgia
$386K -$13.2K -37 -3%
SAM
3383
Smithbridge Asset Management
Pennsylvania
$385K
LFPWM
3384
Leicht Financial Planning & Wealth Management
New Jersey
$385K +$3.21K +9 +0.8%
WPA
3385
West Paces Advisors
Georgia
$384K +$11.4K +32 +3%
SPI
3386
Sutton Place Investors
New York
$384K +$68.8K +193 +22%
CPW
3387
Crestmont Private Wealth
Texas
$383K -$9.63K -27 -2%
PWM
3388
Purus Wealth Management
California
$383K +$10.7K +30 +3%
SWRP
3389
Summit Wealth & Retirement Planning
California
$382K
CSIA
3390
Charles Schwab Investment Advisory
California
$381K -$3.57K -10 -0.9%
CFG
3391
Compton Financial Group
Maryland
$380K -$152K -425 -29%
CWM
3392
Collaborative Wealth Management
Florida
$380K
CWA
3393
Clearview Wealth Advisors
Oregon
$379K +$11.4K +32 +3%
FSWA
3394
Financial Synergies Wealth Advisors
Texas
$379K
EL
3395
EWA LLC
Pennsylvania
$379K
CWR
3396
Chico Wealth RIA
California
$377K +$2.85K +8 +0.8%
PCMF
3397
Private Capital Management (Florida)
Florida
$377K
RCYC
3398
Richard C. Young & Co
Rhode Island
$377K +$377K +1,056 New
LI
3399
Louisbourg Investments
New Brunswick, Canada
$377K +$377K +1,056 New
KW
3400
KWB Wealth
California
$376K