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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 %
FFWM
3451
Future Financial Wealth Management
Ohio
$348K +$1.78K +5 +0.5%
CA
3452
Claris Advisors
Missouri
$347K
DP
3453
Divergent Planning
Maryland
$346K
CWM
3454
CCG Wealth Management
California
$346K +$9.27K +26 +3%
PWA
3455
Peterson Wealth Advisors
Utah
$345K +$64.9K +182 +23%
FCA
3456
Fortis Capital Advisors
Kansas
$345K
TS
3457
Tamar Securities
California
$344K +$6.42K +18 +2%
WOC
3458
West Oak Capital
California
$344K
HW
3459
Hamilton Wealth
California
$344K +$357 +1 +0.1%
RPCONE
3460
Retirement Planning Company of New England
Rhode Island
$344K +$74.6K +209 +28%
HIA
3461
HTG Investment Advisors
Connecticut
$342K
HR
3462
Howe & Rusling
New York
$341K
PDL
3463
Portfolio Design Labs
California
$341K +$341K +957 New
SFS
3464
Sharp Financial Services
Pennsylvania
$341K +$341K +957 New
LA
3465
Lane & Associates
New Jersey
$341K -$7.49K -21 -2%
AT
3466
Arvest Trust
Oklahoma
$340K +$42.8K +120 +14%
CCM
3467
Cox Capital Management
Massachusetts
$339K
CCC
3468
Chelsea Counsel Company
California
$338K
G
3469
Gainplan
Michigan
$338K +$113K +316 +50%
OWA
3470
ORBA Wealth Advisors
Illinois
$338K +$338K +948 New
HWMT
3471
Heritage Wealth Management (Texas)
Texas
$338K -$51.7K -145 -13%
SCM
3472
Stonehearth Capital Management
Massachusetts
$338K -$54.2K -152 -14%
RWM
3473
Rockline Wealth Management
New York
$338K +$338K +947 New
MLIC
3474
Mandatum Life Insurance Company
Finland
$337K
CGFA
3475
Colton Groome Financial Advisors
North Carolina
$337K +$11.1K +31 +3%