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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 %
SFPG
3526
Stonebridge Financial Planning Group
Florida
$307K
MWPCG
3527
Measured Wealth Private Client Group
New Hampshire
$307K +$2.85K +8 +0.9%
EARNEST Partners
3528
EARNEST Partners
Georgia
$306K
RAM
3529
Rempart Asset Management
Canada
$306K +$12.5K +35 +4%
KAS
3530
KPP Advisory Services
Kentucky
$305K -$38.2K -107 -11%
OA
3531
Operose Advisors
Wisconsin
$305K -$413K -1,158 -58%
APC
3532
Aspire Private Capital
North Carolina
$304K -$56.8K -159 -16%
GWM
3533
Grand Wealth Management
Michigan
$304K +$18.6K +52 +7%
NFA
3534
Northwest Financial Advisors
Virginia
$304K +$304K +851 New
MC
3535
Miramar Capital
Illinois
$303K -$6.06K -17 -2%
LNWWM
3536
Laird Norton Wetherby Wealth Management
California
$303K
ACM
3537
Alethea Capital Management
Washington
$303K
XT
3538
XTX Topco
Cayman Islands
$302K +$302K +848 New
PI
3539
Pachira Investments
California
$301K +$11.4K +32 +4%
FA
3540
Fortis Advisors
Pennsylvania
$300K +$53.5K +150 +22%
PWMG
3541
Pinnacle Wealth Management Group
Michigan
$300K
FAM
3542
Family Asset Management
South Carolina
$300K +$32.5K +91 +12%
QFA
3543
Quattro Financial Advisors
Texas
$300K +$300K +357 New
EF
3544
Exeter Financial
Arizona
$299K -$5.14K -14 -2%
AC
3545
Asio Capital
Kentucky
$299K +$36K +101 +14%
FAG
3546
Fortitude Advisory Group
Washington
$299K -$7.49K -21 -2%
NRWA
3547
North Ridge Wealth Advisors
Oregon
$298K
ACM
3548
Alamar Capital Management
California
$297K
WCM
3549
Windsor Capital Management
Arizona
$297K
WWG
3550
West Wealth Group
California
$297K +$9.63K +27 +3%